Showing 1 - 10 of 78
Commodities nearing super cycle
News, Taosha Wang, Published on 22/09/2025
» Commodities have had a rough decade, but a confluence of structural factors suggests that after years of underinvestment, the stage may be set for the next super cycle.
Lawless state capitalism no answer to China's rise
Oped, Curtis J Milhaupt & Angela Huyue Zhang, Published on 19/09/2025
» It is tempting to frame the Sino-American economic rivalry as a clash between engineering doers and lawyerly naysayers, as the Chinese-Canadian analyst Dan Wang does in his new book Breakneck: China's Quest to Engineer the Future. But this is a false dichotomy, because law is a crucial feature of US capitalism.
China's uphill fight vs price wars
News, Manishi Raychaudhuri, Published on 14/08/2025
» Overcapacity has made its way into China's domestic market, with price wars leading to collapsing profitability and accelerating deflation. The government has responded by launching a so-called "anti-involution" programme to combat deflationary price wars. It's had some early wins, but this could be a lengthy battle.
Heroes of productivity growth
News, Chris Bradley & Jan Mischke, Published on 03/06/2025
» Few doubt that productivity growth is good for society. It generally translates into higher wages, a consumer surplus (prices below what you are willing to pay), larger profits, and greater shareholder value. Less understood, however, is how productivity growth is created. New research from the McKinsey Global Institute shows that the lion's share comes from just a few firms making audacious moves.
Big Oil sails on amid storm threat
News, Ron Bousso, Published on 07/05/2025
» Top oil and gas companies are watching the worsening global economic outlook with trepidation, but they currently appear to be doing little to correct course in the face of the approaching storm. The level of uncertainty in global energy markets has shot up in recent months due to US President Donald Trump's tariff flip-flops, stop-start negotiations over the Ukraine conflict, tightening sanctions on Iran, and growing signs of disagreement among Opec and other major producers.
Dig deeper, DSI
Oped, Postbag, Published on 09/04/2025
» Re: "Probe seeks answers from Thai partners", (BP, April 8).
Thailand's financial system on the brink
Oped, Chartchai Parasuk, Published on 20/02/2025
» The issue of a financial crisis hitting Thailand is of grave importance. If it happens, it will push the Thai economy back by five years, triggering indescribable pain and suffering.
Investors are fleeing references to climate change
News, Saijel Kishan, Published on 17/02/2025
» For more than a decade, money manager Garvin Jabusch would show a chart of the planet's rising temperatures when pitching investment ideas to clients, saying they could help save the planet and still make money. These days, he no longer uses the chart and avoids talking about climate change.
Growth requires getting PPPs right
Oped, Mariana Mazzucato, Published on 03/01/2025
» The United Kingdom's Labour government has given serious thought to the public investment needed to get the economy back on track after 14 years of austerity, neglect of social infrastructure, and capital flight triggered by Brexit and uncertain economic conditions.
Don't expect the 'Korea discount' to disappear
News, Manishi Raychaudhuri, Published on 19/12/2024
» South Korea has recently been in the news for all the wrong reasons, with a brief spell of martial law, continuing political uncertainty and market ructions. But the sharp underperformance of the country's equity market long predates the turmoil involving recently impeached President Yoon Suk-yeol. The deep-rooted problems suggest the so-called "Korea discount" is unlikely to budge even after political calm has been restored.