Italy, the Belt and Road program, and China – My weekly column
Italy’s moves to sign a deal with China and get involved in its Belt and Road Initiative (BRI) are highly significant as Italy is the first of the European Union’s…
Philippe Waechter's blog
Can a China / USA Agreement be credible?
Financial markets strongly value the possibility of a trade agreement between the United States and China. Such a situation would make it possible to reduce the constraints on global trade…
The inevitable Chinese slowdown – My weekly column
This post is available in pdf format My Weekly Column – January 28th Growth in China slowed again in 2018, with an average of 6.6% across the year vs. 6.9%…
Is a currency war a credible Chinese retaliation measure?
What could happen if China transforms the trade war into a currency war? An excellent article you have to read on Quartz qz.com/1329777/the-us-china-trade-war-could-turn-into-a-currency-war-next/amp/
Changes in the Chinese monetary policy
The Chinese central bank is loosening its monetary policy to cushion the trade mayhem’s impact. It’s becoming more counter cyclical read here www.ft.com/content/ae641456-77c1-11e8-bc55-50daf11b720d
China – US: the battle is just beginning
Donald Trump’s threats to world trade are a desperate attempt from the US to maintain the country’s world economic leadership. The most dramatic shift over the past 20 years has…
Higher bonds rates in China – Should we care?
Written with Zouhoure Bousbih This week, the Chinese bond market has again been under selling pressure. The yield on 10-year Chinese government bonds once again flirted with the 4%, the…
The Chinese bond market opens
Co-authored with Zouhoure Bousbih The Chinese bond market is becoming more international and opening up to foreign investors. Coinciding with the 20th anniversary of the handover of Hong Kong to…