Our Blog

29
Mar

From Petrodollar to… Petroyuan?

What makes a currency valuable? In the past, the value of a currency was largely derived from the fact that it was fully backed by precious metals. Precious metals which are scarce and possess a wide range of properties that made them a solid choice from a monetary perspective at that point in time. The

28
Mar

China and the Fear of Missing Out (FOMO)

Whenever we are dealing with let’s call them “hot” assets (and yes, Chinese assets most definitely fit this description), greed tends to kick in and determine market participants to get ahead of themselves with respect to gaining exposure to the assets in question. The term “FOMO” (Fear Of Missing Out) is quite relevant in this

27
Mar

Can (Chinese) Asset Prices Be Manipulated?

Whether we are referring to low-liquidity markets such as cryptocurrencies, more liquid ones such as certain Chinese assets and even ultra-liquid markets like the S&P 500 or foreign exchange pairs, discussions or better stated controversies surrounding the manipulation of the asset(s) in question abound, usually manipulation involving either one extremely well-funded entity (or “whale”) or

26
Mar

Oil Price Shocks from the Perspective of China’s Short, Mid and Long-Term Goals

As mentioned in our article about stagflation risks in China and elsewhere, this phenomenon became (in)famous in the seventies and eighties over in the United States but other nations were anything but immune. In a nutshell, some countries found themselves in a bit of an economic predicament in light of the fact that they had

25
Mar

The Flight from (Over-)Regulation to and from China?

Time and time again, public discourse ends up being dominated by headlines revolving around government intervention, more specifically what is expected by the government when it comes to a wide range of public interest topics. For example: What should governments do to tackle global warming? What should governments do to tackle inequality? What should governments

24
Mar

Can China Represent an Alternative to Excessive Western Regulation?

As shocking as the concept may seem, China can indeed end up representing a better jurisdiction from a regulatory perspective in quite a few cases but right off the bat, we want to make it clear this doesn’t mean it can be considered a perfect one, not by a long shot. Instead, we would like

23
Mar

(Why) Is China a Peaceful Soft Power?

An alternative title for this article could have also been “Is China (still) a peaceful soft power?” or “Why is China (still) a peaceful soft power?” for those who are more convinced, because the key to understanding the message we are trying to get across revolves around realizing that despite China’s impressive GDP, it is

22
Mar

China’s Persian Gulf Interests or Why China Wants (Needs?) Peace

China wants peace in the Persian Gulf. It does sound like a rather amusing statement in light of the fact that, especially when it comes to the Donald Trump administration, China tends to be portrayed as the #1 adversary of the West, of human rights, of freedom or yes, even ultimately peace. While it is

21
Mar

China in the Context of a US-Iran-Centered Global Military Conflict

The assassination of Quassem Soleimani represents yet another piece in a (complex but coherent once you make sense of it) regional puzzle and the more pieces are added, the more we realize that a picture of a conflict between the US and Iran is being painted, with the many ramifications this brings about when other

20
Mar

China’s Interest(s) in the Strait of Hormuz from a 2020 US-Iran Conflict Perspective

It should come as no surprise that our readers are seeking clarity when it comes to many Iran-related aspects in light of the assassination of Qassem Soleimani and its consequences, with questions on their mind such as: How is Iran likely to retaliate? Will this retaliation be a calculated, tactical one, or something asymmetrical? How