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Business Intelligence China Commodities ENG Future of Energy & Mobility G20 / Global GCC Hydrogen economy Japan MENA ENG Oil United States

Business Intelligence: Is the Hydrogen Economy ready to take-off?

Hydrogen as a feedstock for the petrochemical industry Since the first demonstrations of water electrolysis some two hundred years ago, […]

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China Economy ENG G20 / Global United States Video ENG

MEDays Talks: [Webinar Recording] The future of the US-China relationship

What are the key challenges for the US-China relationship with a Biden Administration? MEDays Talk Discussion between Prof. Yong Wang, Andrew Leung and Alexandre Kateb

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Business Intelligence China Economy ENG G20 / Global Global Risks United States

Business & Geopolitics: The ORE of discord or the Battle for Rare Earths

Rare earhs could become a focal point in the coming trade battles following the scraping of that agreement. Several initiatives like Sen. Ted Cruz ORE legislation and Commerce Sec. Wilbur Ross inquiry into vanadium imports support this claim. We explain why the Battle for rare earths is a the heart of a reshaping of globalisation and an acceleration of the technology race in the wake of the coronavirus crisis.

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Economy ENG Equities G20 / Global Market focus ENG Markets

Market Focus: How long can the market rally last?

Despite all the macro projections that tend to discard a V-shaped recovery, the markets seem for now to price in such a scenario, perceiving the profile of the current recession to be more similarities with the 1991 and the 2001 recession than with the more severe recession associated with the GFC in 2007-2008. The probability of a sudden reversal in market sentiment following some unexpected bad news looks increasingly high. An abrupt end to the ongoing euphoria should not be dismissed. Hedging this potential outcome by buying equity puts or VIX calls might be a good way to prepare for this eventuality while preserving the gains achieved during this unprecedented rally.

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China ENG G20 / Global Sovereign Bonds

Macro Focus: Economic policy in China between the hammer and the anvil

the main focus for observers of the Chinese economy n the coming months and quarters should not be on the overall size of the stimulus package but on the nitty gritty details pertaining to the allocation of government-backed funds across sectors and geographic areas. In the context of an intensifying trade and technological war, a significant part of the effort could be geared toward insuring that productivity gains will be preserved in the post-Covid era by investing in Industry 4.0 and high tech ventures. Another area of focus is the need to reduce social inequalities – a subject that has been taboo for years if not decades in the wake of China’s transition to a market based economy – and supporting the build-up of an ambitious and comprehensive social safety net – targeting the rural population and migrant workers – that could increase social cohesion and preserve political stability in the years to come.

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Economy ENG G20 / Global

The long view: Apocalypse now? The outlook for the global economy after the Covid-19 pandemic.

Willl the Covid-19 reshape the global economy? What are the most important hotspots and the blindspots revealed by this crisis? We tackle this issue in this article. Beyond the handling of the health crisis and the exceptional support measures designed to ensure that hundreds of millions or even billions of people around the world do not lose their livelihoods overnight, the most worrying concern are the medium- and long-term consequences of the crisis for the global economy.

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China Economy ENG G20 / Global Global Risks Macro Focus ENG

Understanding the dynamics and counting the cost of the coronavirus

You have reached the maximum number of Premium articles available for unregistered users. If you already have a client account, […]

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Business & Geopolitics Business Intelligence China Economy ENG G20 / Global Global Risks United States

Donald J. Trump and the return of strategic trade policy

Public statements made by the leaders of Canada, Mexico, the UK, France, Germany, and other EU countries, to protest against […]

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Business & Geopolitics Business Intelligence China Economy ENG G20 / Global United States

The long view: the legacy of the financial crisis, trade wars, and the future of globalization

Keynote speech pronounced at the AJ NEWS Asia Pacific Financial Forum in Seoul, Republic of Korea, March 2018. The recent […]

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China ENG G20 / Global Video ENG

Interview on France 24 about the BRICS summit in Durban

I was interviewed by France 24 Business Bulletin about the BRICS summit in Durban and about what the BRICS countries […]