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European politics is in flux, but the news is not all bad for investors

European politics is in flux, but the news is not all bad for investors

Asian investors have shied away from Europe in recent years, because of the perception of political problems in the region, dating back to the in the early 2010s. The Brexit referendum in 2016 has led to a massive for the British government. More recently, the in France and the between […]

Expect the US-China trade war to come to a showy end, but the tech war to continue

Expect the US-China trade war to come to a showy end, but the tech war to continue

As the international media speculate breathlessly about whether the US and China will reach a trade agreement to resolve their deepening tariff war before the , I have news for you: first, quite likely a trade deal will be agreed; and second, this should offer meagre comfort to anyone seriously […]

The Brexit debate is too important to be sidetracked by the red herring of Dyson?s move to Singapore

The Brexit debate is too important to be sidetracked by the red herring of Dyson?s move to Singapore

The announcement a few days ago that Dyson ? one of Britain?s leading, innovative and most successful businesses with annual sales of over ?4 billion (US$5.25 billion) ? was moving its head office from the UK to Singapore, was big news not only in the UK but throughout Asia. Dyson […]

A Chinese economic slowdown is good for the world. In time, it?ll be good for China too

A Chinese economic slowdown is good for the world. In time, it?ll be good for China too

Last summer I, and most of China, went to Florence. I paid homage at the tomb of one of my favourite thinkers, Niccolo Machiavelli. It was he who first said: ?Never waste the opportunity offered by a good crisis.?? China?s economy is in the worst shape this century. It is […]

Why the emerging market rally may run out of steam despite a strong start to the year

Why the emerging market rally may run out of steam despite a strong start to the year

What a difference a year makes. At the start of last year?s World Economic Forum in Davos, Switzerland, the International Monetary Fund hailed what it called ?the upsurge since 2010?. Yet , which the IMF presented on Monday, is decidedly downbeat, warning of ?softening momentum? and ?high uncertainty? in the […]