Videos

Vladimir Putin visited Beijing this week a few weeks after senior US officials were in town to berate Chinese policymakers over their alleged supply of “dual-use” products to Russia. Chinese sales of machine tools, industrial widgets and microchips are reportedly key to Russia’s reinvigorated weapons production program but Xi Jinping is likely to preside over a relatively cautious approach to the trade.

Data centers are emerging as massive users of electricity that power-producers in many economies are struggling to serve. Data centers are also large-scale users of water, which is a scarce resource in many regions. In this video, Kai Xian discusses whether such constraints will impede the rollout of AI applications and thus hinder the hoped-for productivity improvement they promise to deliver.

A sharp strengthening of the yen late Wednesday suggested the Bank of Japan was again intervening in the foreign exchange market after it spent an estimated US$35bn to counter yen weakness on Monday. In this video interview, Udith Sikand examines the currency market dynamics to gauge the likely effectiveness of the Japanese authorities’ campaign to limit further yen weakness.

France’s government debt readings keep going from bad to worse, yet sovereign bond investors do not seem to be punishing policymakers for their spendthrift ways. In this video, Cedric explores different political scenarios that could upset the French apple cart.

As confrontations have flared between Chinese and Philippine vessels in the South China Sea, US president Joe Biden has declared an “ironclad” commitment to the Philippines’ defense in a trilateral security pact along with Japan. Gavekal geopolitical risk analyst Yanmei Xie delves into the background of the tensions, and assesses the potential for future clashes drawing in US forces in the region.

Even as US employment growth has remained strong in recent months, wage growth has continued to ease. Kai Xian attributes this paradox in part to rapid immigration into the US, which is supporting the supply of new workers. This implies that immigration policy will have a significant influence on the US labor market, wage growth and inflation over the coming years.

Tom recently conducted a research trip to Vietnam and found that the key issue vexing foreign investors in the country is fallout from an escalating “anti-corruption” campaign, which has paralyzed economic policymaking. In this interview, he discusses whether the resulting power struggle within the ruling Communist Party could upend what has been one of the world’s best development stories over recent years.

As China’s government has doubled down on industrial development as its driver of growth, economies elsewhere have grown increasingly concerned about their ability to compete as Chinese producers move rapidly up the value chain. In this short video interview, Yanmei Xie assesses the risks posed by rising protectionism, and identifies potential winners and losers.

Over the last two decades, the share of nuclear power in the US energy mix has flatlined. Yet with the US signed up to carbon emission reduction targets and power-hungry tech firms looking for clean energy sources to power their vast server farms, there is a renewed impetus to develop modern nuclear options.

The US House of Representatives’ approval of a bill aimed at forcing China’s Bytedance to divest TikTok has implications in areas far beyond the future of the wildly popular video-sharing platform. In this short video interview, Louis Gave examines the potential consequences for media freedom, for US-owned big-tech platforms, and for foreign investment in the United States.

With European energy prices for the coming winter up by 500% or more, inflation broadening, and businesses and consumers pessimistic, Europe’s economies are in for a troubled few months. Cedric Gemehl and Nick Andrews discuss what it all means.

China's economy faces two critical challenges: A property sector is in its worst slump in years. And the economic impact of persistent Covid lockdowns caused by sporadic outbreaks from more transmissible Covid variants. In this webinar, Dragonomics analysts discussed the challenges.

Anatole outlined the global growth and inflation outlook, and why financial markets have yet to fully adjust; Charles presented his thinking on the dissolution of the post-World-War-Two order and what this means for assets; and Arthur gave an update on China ahead of the 20th Party Congress.

In this webinar Anatole Kaletsky and Will Denyer discussed the outlook for the US economy and markets over the next 18 months. Additionally, Charles Gave gave an update on the evolving international US dollar liquidity crisis.

China today is a major source of economic and geopolitical uncertainty. Its zero-Covid policy has a significant economic cost, the recovery of the property and tech sectors remains in doubt and the close relationship with Russia raises geopolitical questions. In this webinar, our team attempted to sort out these perplexities.

Amid a broad-based tightening of global financial conditions, there are fears that emerging markets as an asset class could get caught in the downdraft. Yet notably, EM assets have not underperformed those in developed markets; in the case of currencies, they have outperformed.

As crises have emerged, recent years have seen western policymakers weaponize everything from financial services provision to semiconductor production. This will have wide-ranging consequences for the relative performance of assets across the world.

Between rampant inflation, rising interest rates and high energy prices, the risk of recession is growing on both sides of the Atlantic. China may be stimulating its economy, but could get stuck in a liquidity trap. In this webinar our team assessed growth prospects across the world's major regions.

In this webinar, our analysts discussed Europe’s ominous-looking leading indicators and its hawkish central bank. Europe’s near-term economic future is in play, and this will have consequences for exchange rates, government funding costs and risk assets.

In this webinar, Louis-Vincent Gave, Anatole Kaletsky and Charles Gave discussed the drivers behind today’s challenging market conditions and offered a roadmap for what may come next.