We are an advisory and consulting company with expertise in finance and economics, especially in the official sector. We aim to provide original, independent analysis and commentary on economic and geo-political affairs.
We offer a newsletter and regular articles to our subscribers, and a bespoke advisory and consulting service. For the most recent articles go to our Latest articles page. Earlier articles are held in our Articles Archive, which can be accessed on the Latest articles page via the Categories list on the right. The Archive contains all articles published since 2002.
One question that has been asked ever since economies were thrown into steep decline at the start of national lockdowns was how quickly they would start to recover when the lockdowns were eased. With most countries re-opening large parts of their service sectors in recent weeks, we will soon have a chance to start finding out. And we believe that the world might be pleasantly surprised.
If there was any remaining doubt about the intentions of President Xi’s administration in dealing with the unrest in Hong Kong, the new security law that China has just imposed on the SAR should dispel them. The nature of the Xi government is now crystal clear; the remaining question is why they have chosen this route.