Chief economist at @EnodoEconomics Our focus is #China – one of the most misunderstood economies in the world, but one of the most important to figure out.
And if you want to stay ahead of what's actually moving in China, my team at @EnodoEconomics publishes ''China News That Matters'' every week – selecting the stories that matter for investors, markets and the global economy, and explaining why.
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Most analysts are still debating #China's industrial might. They're looking at the wrong thing.
What will shape the next 20 years is China's drive to financialise.
I joined the @MoneyWeek podcast and we covered a lot of ground 🧵
The framework – great power competition, the fracturing of globalisation, the contest over global capital markets – keeps proving out.
But getting the framework right is only half the battle. Most commentary still gets the driving forces wrong.
Interview: https://t.co/geES9Skm7H
The #US no longer needs Gulf #oil. But it does need the #Gulf to keep pricing oil in dollars. That is the foundation of #dollar reserve dominance. Undermine dollar-based oil trade, and the whole system begins to shift. What is the market missing?
On air in under an hour to discuss what the war in #Iran means for the global economy.
With Joseph Stiglitz and Duncan Weldon on BBC Radio 4’s The Briefing Room, interviewed by David Aaronovitch. 16:00 UK.
Listen live or on BBC Sounds shortly after.
What’s next for the global economy and the impact of the war in #Iran?
Tune in to BBC Radio 4’s The Briefing Room today at 4pm (UK) to hear my discussion with Joseph Stiglitz and Duncan Weldon, interviewed by @DAaronovitch .
Happy #ChineseNewYear! 🔥🐎🔥
The #FireHorse symbolises bold transformation. But will 2026 bring actual change for #China – or will reality constrain ambition?
@EnodoEconomics is here to help you understand China's economy, politics & geopolitics and how they impact your world.
🔟/10 That means fewer grand statements and more sector-by-sector realism, backed by proper risk frameworks.
Are we capable of a more grown-up, pragmatic form of engagement? Curious to hear how others see it.
1️⃣/10
As #KeirStarmer heads to #Beijing, I keep finding myself asking a fairly basic question: what does “engaging #China” actually look like for the #UK now?
Because we’ve run through a few versions already. ⬇️
9️⃣/10 That demands far better understanding of both economies, and how their relationship is changing, than we’ve often shown. The hard part isn’t deciding whether to work with #China. It’s deciding where cooperation is sensible, and where the lines really are.⬇️