Blog post
18 July 2022
What role for China in the global refining crunch?
Despite high prices, China’s substantial spare oil refining capacity remains restricted.
Blog post
18 July 2022
Despite high prices, China’s substantial spare oil refining capacity remains restricted.
Opinion piece
02 July 2022
Overall, Biden and Xi seem to be converging on their strategies for global dominance
Blog post
23 June 2022
The Belt and Road Initiative is turning from infrastructure financing into an instrument for Chinese soft and hard power.
Opinion piece
25 May 2022
The US now sees Asia more through an economic lens, while China shifts toward a security focus
Opinion piece
26 April 2022
Beijing’s ‘dynamic zero-Covid’ policy could devastate the domestic economy, but the effects will also be felt globally.
Blog post
05 April 2022
China’s largest private-sector companies are expanding more quickly than state-owned enterprises (SOEs).
Working paper
05 April 2022
This paper documents recent structural changes in China’s corporate landscape, based on company level data.
Opinion piece
01 April 2022
The spectre of a democratic Russia aligned with the West is probably a more serious concern for Beijing than what it risks losing by supporting Russia
Opinion piece
25 March 2022
Top official makes rare intervention to reassure investors but progress to resolve problems will be difficult.
Opinion piece
16 March 2022
Beijing will support Moscow as long as it does not fall foul of Western sanctions.
Blog post
15 March 2022
China has too much to lose from aligning with Russia over Ukraine.
Opinion piece
14 March 2022
Beijing could provide greater assistance to its partner while benefiting from greater energy and military security, but this option is not without ris
Blog post
09 March 2022
Even with help from China, Russia will be unable to mitigate the immediate impact of Western sanctions.
Opinion piece
28 February 2022
The EU is still Russia’s largest trading partner, actually several times bigger than China.
Opinion piece
25 February 2022
Only companies investing in advanced semiconductors will see their margins increase.
Opinion piece
18 February 2022
Youthful Asia offers immense opportunities for investors, but this potential can only be realised if their infrastructure and energy needs are fulfill