Understanding The Pandemic Stock Market

The worse economic fundamentals and forecasts become, the more mysterious stock-market outcomes in the US appear. At a time when genuine news suggests that equity prices should be tanking, not hitting record highs, explanations based on crowd psychology, the virality of ideas, and the dynamics of narrative epidemics can shed some light. Read Here – […]

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Can the Stock Market Triple By 2026

The stock market moves in patterns that occasionally repeat themselves for a while and then vanish, a feature common to unpredictable systems. Even if the pattern holds, there is nothing to prevent the market from tanking and then recover to produce a strong 17-year average return by 2026. The 20%-plus Crash of October 1987, for […]

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How China’s Middle Class Views The Trade War

Never before has China’s fast-growing middle class confronted such daunting economic challenges, which mainly stem from domestic causes but have expanded to include escalating tensions with the United States. As a result, the members of this crucial group have developed an acute sense of anxiety. Read Here – Foreign Affairs

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Selling Off The State In China

The good news is Xi is changing tack. Rather than just tossing more stimulus at the economy and stocks, he’s redoubling efforts to reform the inefficient and opaque state-owned enterprises at the root of so many of China’s vulnerabilities. In other words, Xi is finally working to strengthen China’s foundations rather than papering over the […]

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What’s Behind Chinese Leaders’ Response to the Market Crisis?

The current China conundrum lies in both economic and political dimensions, although much of the alarm about China’s economic downturn appears to be misplaced or overstated. China’s economic fundamentals essentially are solid. Multiple indicators point to a growth slowdown that remains broadly in line with the leadership’s game plan, and the authorities can draw upon […]

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For A Global Power, It Is Necessary To Speak

The inability of the world’s second-biggest economy, its representatives and its leaders to communicate and interact with the world is plain bad news for everybody. If you are not able to tell your story, people tend to make up their own tales. Perceptions matter and as Beijing would know, the Chinese aren’t the most loved […]

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China: The New Spanish Empire?

Since the dawn of capitalism, closed societies with repressive governments have — much like China — been capable of remarkable growth and innovation. Sixteenth-century Spain was a great imperial power, with a massive navy and extensive industry such as shipbuilding and mining. One could say the same thing about Louis XIV’s France during the 17th […]

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