Given the need for a weak renminbi to support export growth, a reprise of the 1985 Plaza Accord with Japan is unlikely
Three decades of market liberalisation have not delivered sustained growth or greater social mobility
Consumption rises less than forecast in November, highlighting why leadership made it the top economic concern
Brussels increasingly concerned it would struggle to fight back in a global trade war
An increasingly close trade relationship is putting Mexico in the spotlight
Treasury cuts $5.4bn from budget estimates over next four years, citing ‘significant impact’ of softer commodities demand
Long rally in China’s debt comes amid domestic economic slowdown and hunt for haven assets
Readout from key policy meeting indicates government’s realisation of economic challenge
World’s largest city begins radical experiment as it tries to tackle demographic crisis
US policymakers should think more about retaliatory responses to probable tariff increases
Xi Jinping and other top Communist party figures signal increased borrowing to boost economy
Outreach comes as Beijing seeks clarity on how relations with Washington will fare under incoming administration
‘Super-holding’ company intended to support Prabowo Subianto’s strategic projects and boost growth
Turbulence ahoi
Parting shot at geopolitical rival is effort to shelter US manufacturers from green-energy powerhouse
And China’s monetary policy stance
Stocks rise after Beijing signals more measures to boost economy
In this newsletter’s first edition, the CFA’s decline and advice from Uday Kotak
Incoming Reserve Bank of India governor Sanjay Malhotra seen as more likely to cut rates despite rising inflation
Markets rally as Communist party officials to meet in coming days to discuss country’s economic policy
The world has changed, but the EU’s worldview hasn’t changed with it
RBI holds rates and says economy has bottomed out
From tariffs to AI demand, US companies are pondering what comes next
Governor highlights US president-elect’s threats and intensifying competition from Chinese exporters
Faced with weak demand at home and the threat of tariffs abroad, Beijing is under pressure to rethink its export-driven model
