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Remote conferences lack the one thing that makes conferences worthwhile: networking over drinks in the hotel bar.
Taiwan
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The ensuing collapse in the West’s financial credibility was equivalent to the Iraq War’s effect on its strategic credibility
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The abduction from Hong Kong of bookshop staff involved in publishing embarrassing material about China’s leaders will not help
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Sovereign downgrade? Been there, done that, got the T-shirt. Such is likely to be the response of any investor in Japan to the news that Standard and Poors has removed its triple A rating on US
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A leadership change in Japan passes almost unnoticed these days, but the ascension of Naoto Kan to the role of prime minister could have a long-lasting impact on the strategic landscape.
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Emerging markets, it seems, have had a good crisis. In contrast to the debt-ridden G7 economies, they have quickly resumed their growth trajectory. No surprise, then, that US emerging market mutual funds are experiencing record inflows. The stellar performance of the Brics markets – Brazil, Russia, Indian and China – is due to continue into the distant future.
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It’s déjà vu all over again. That’s what the rip-roaring bull market in Chinese stocks looks like to anyone who lived through the late 1980s Japanese bubble.