Articles from the author

It would have been better off chasing resolutions through WTO adjudication

If you ignore stocks, there is nothing much by way of strong fundamentals

If China stays the course, the succession question is inconsequential — at least for the time being

Whether it will force China to change ways on trade is another question

A permanent one has to address the woeful savings habit of its citizens

The broadsides against China could well boomerang on US interests

For the US to go after perceived Chinese advantages will have consequences for all

This will require them ditching their obsession with how markets respond

Cuts won’t help with domestic savings at record low and current account deficit

Sky-high asset prices across categories will be in for some tough readjustments

Instead it lies in the steady downsizing of labour and its financial capabilities

With economy transitioning well, it should remain fixated on domestic affairs