Posts by Stephen Jen
US asset prices should be skewed to the upside
The current health crisis is undoubtedly the most significant social and economic shock the world has…
Read MoreTrade negotiations
The month of March heralds the beginning of the negotiations of the future…
Read MoreA Proposal to turn Northern Ireland into a Special Economic Zone
This is a proposal to help overcome the Irish border impasse that has become a surprisingly daunting…
Read MoreA Burgeoning UK Tech Sector
The tech sector offers the greatest economies of scale, scope and high payoffs to…
Read MoreChina’s slowdown will continue, despite trade truce with US
The rhetoric that has emerged subsequent to the Trump/Xi meeting in Osaka indicated…
Read MoreChina’s Decelerating Potential Growth and Theseus’ Ship
We believe China has entered a phase of declining trend growth, which is neither…
Read MoreChina’s Prospective Import Binge and Globalisation 2.0
This summary article is an extension of one of the points we made in a previous note on the idea that the Sino-US trade spat will likely…
Read MoreSome Thoughts on Mexico and the MXN
The MXN is the most undervalued currency in our valuation framework…
Read MoreThe Prospective Return of Industrial Policies
The process of globalisation will need to take a break, in light of the stresses it has imposed on…
Read MoreChinese RMB: No Step Deval, but Depreciation Nevertheless
Governor Zhou’s interview with Caixin (a financial magazine in China) on February 13, 2016, was an important communications effort by Governor Zhou, who had been silent for a few months.
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