The Cold War was defined by geopolitical blocs – the Soviet or Eastern bloc against the Western bloc. Geopolitics retreated with the collapse of the Soviet Union. The period from the early-1990s to...

The PMIs suggest that China’s economy gained momentum in December, with faster growth in services and construction more than making up for slower growth in the manufacturing sector. Increased fiscal...

China's bond market is sending a message that China's policymakers are unwilling to hear: their policy interventions are not improving the long-run outlook.

Given the deterioration in the outlook for Chinese equities and the prospect of a markedly weaker renminbi, China’s demand for gold in 2025 will be stronger than we had previously expected. In turn...