China’s financial reforms accelerate post-Covid

China’s financial reforms accelerate post Covid

(ATF) China’s financial reform is continuing at pace. There have been several announcements concerning the banking, broking and insurance sectors which indicate that despite increasing trade, technology and geopolitical tension between China and most notably the US, authorities in Beijing are keen to continue modernising their financial sector. Below the ...

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Bitter fruit for China as Trump puts a brake on Xi's 5G dream

Bitter fruit for China as Trump destroys 5G dream for now

(ATF) In April 2019, US President Trump delivered a speech on the United States’ 5G deployment strategy at the White House. "The 5G race is a race that the United States must win", he said. US Attorney-General William Barr is another who has taken up this issue with gusto. A ...

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Xi’s climate gamble

Xi’s climate gamble

(ATF) Xi Jinping has vowed that China will be carbon neutral by 2060 but with the nation being one of the biggest polluters on Earth and with a coal-power programme expanding, the promise has raised eyebrows and doubts. Analysts question whether such an ambitious plan can be achieved even as ...

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Border conflict highlights the urgent need for Modi to do more

Border conflict highlights urgency for Modi to do more 

(ATF) The only country that is comparable in size to China is India. With populations of 1.40 billion and 1.33 billion people, respectively, they are home to an overall 36% of the world’s population. From May until the recent truce engineered in Moscow, the China-India border dispute has threatened to ...

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Sino-American economic decoupling will damage US energy sector

Sino-American economic decoupling will damage US energy sector

The prospects of the world’s two largest economies parting ways just got real this month after US president Donald Trump mentioned the D-word as the the Sino-American trade war approaches the two and a half year mark. “So, when you mention the word decouple, it's an interesting word,” he told ...

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China performs its own strategic pivot

China performs its own strategic pivot

(ATF) China’s “dual circulation” policy framework, first announced in the May 2020 Politburo meeting and reiterated in its meeting in July, is the latest strategy to counter global volatility and sustain domestic growth. It reflects Beijing’s belief that China has entered a period of increasing global uncertainty and geopolitical hostility ...

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Poole on Point: Alpha seekers head to China

Poole on Point: Alpha seekers head to China

(ATF) On August 18, the S&P 500 extended its post-Covid-19 rally and reached record high levels. The collapse caused by the epidemic in March almost seemed a distant, unpleasant memory. Reaching a record high was once remarkable. New US equity market price records were achieved roughly every decade since the ...

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