16th Oct 19, 3:48pm
Better access to the huge Indian market important focus for New Zealand in Regional Comprehensive Economic Partnership negotiations with dairy exports an important part of the equation
Better access to the huge Indian market important focus for New Zealand in Regional Comprehensive Economic Partnership negotiations with dairy exports an important part of the equation
18th Sep 19, 5:00am
BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
29th Aug 19, 10:34am
Patrick Watson says in the last few months globalization has gone from 'unhealthy' to 'critically ill', with the US-China trade relationship is its heart - and the pulse is slowing fast
Patrick Watson says in the last few months globalization has gone from 'unhealthy' to 'critically ill', with the US-China trade relationship is its heart - and the pulse is slowing fast
28th Aug 19, 10:33am
The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them
The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them
26th Aug 19, 12:01pm
John Mauldin says the Trump administration is right to get tough with China but bemoans how they are doing it. If you’re going to fight a trade war then don’t point the gun at yourself, he argues
John Mauldin says the Trump administration is right to get tough with China but bemoans how they are doing it. If you’re going to fight a trade war then don’t point the gun at yourself, he argues
10th Aug 19, 12:35pm
Despite seeming unlikely right now, ultimately both America and China might see some advantage in taking currency conflict off the table, in the hope of preventing wider damage to themselves and others
Despite seeming unlikely right now, ultimately both America and China might see some advantage in taking currency conflict off the table, in the hope of preventing wider damage to themselves and others
4th Aug 19, 11:59am
The trade war between the US and China holds special risks for New Zealand and the year-long dive in bond yields can be traced back to investor fears of where this is all headed
The trade war between the US and China holds special risks for New Zealand and the year-long dive in bond yields can be traced back to investor fears of where this is all headed
27th Jul 19, 9:57am
Time and again, the long view in China has stood in sharp contrast to America’s short-term approach. Sun Tzu put it best: “If you know the enemy and know yourself, you need not fear the results of a hundred battles”
Time and again, the long view in China has stood in sharp contrast to America’s short-term approach. Sun Tzu put it best: “If you know the enemy and know yourself, you need not fear the results of a hundred battles”
25th Jul 19, 10:22am
Patrick Watson says using tariffs and other trade barriers isn't how we got the strong economy some current leaders idealise, noting they often deliver the opposite
Patrick Watson says using tariffs and other trade barriers isn't how we got the strong economy some current leaders idealise, noting they often deliver the opposite
6th Jul 19, 10:41am
Despite the latest truce between the US and China, the world is in a dangerous phase of great-power competition. Smaller powers such as European and Pacific-Rim countries stand no chance of fair and open trade unless they form a united front
Despite the latest truce between the US and China, the world is in a dangerous phase of great-power competition. Smaller powers such as European and Pacific-Rim countries stand no chance of fair and open trade unless they form a united front
5th Jul 19, 10:16am
Following through on its commitment for 'reform and opening up' requires China to find ways to manage escalating tensions with the US and avoid a costly – and potentially devastating – reconfiguration of the global economy
Following through on its commitment for 'reform and opening up' requires China to find ways to manage escalating tensions with the US and avoid a costly – and potentially devastating – reconfiguration of the global economy
4th Jul 19, 1:06pm
Under Prime Minister Hun Sen, Cambodia has become a haven for companies eager to circumvent the trade war. This does not bode well for America’s ability to enforce its tariffs against China – or for Cambodia’s future
Under Prime Minister Hun Sen, Cambodia has become a haven for companies eager to circumvent the trade war. This does not bode well for America’s ability to enforce its tariffs against China – or for Cambodia’s future
25th Jun 19, 1:13pm
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
5th Jun 19, 11:56am
Patrick Watson argues the US is overdue a recession and President Trump's trade war could make a recession happen sooner, last longer, and cause more pain than it otherwise would
Patrick Watson argues the US is overdue a recession and President Trump's trade war could make a recession happen sooner, last longer, and cause more pain than it otherwise would
28th May 19, 11:49am
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
23rd Apr 19, 3:22pm
All human interaction, including international trade and monetary policy, is characterised by a mixture of competition and cooperation. Which is best depends on the context, including what the other players are doing
All human interaction, including international trade and monetary policy, is characterised by a mixture of competition and cooperation. Which is best depends on the context, including what the other players are doing
18th Apr 19, 8:53am
More back-to-basics WMP limits dairy auction results. And with no CGT, water or fertiliser taxes ahead, eyes are out for stealthier options that may resurface
More back-to-basics WMP limits dairy auction results. And with no CGT, water or fertiliser taxes ahead, eyes are out for stealthier options that may resurface
11th Apr 19, 9:53am
The Trump tariff wars may ensnare agriculture in a way to impact dairy products, just as some analysts see upside to farmgate payouts. DairyNZ tries to stay ahead
The Trump tariff wars may ensnare agriculture in a way to impact dairy products, just as some analysts see upside to farmgate payouts. DairyNZ tries to stay ahead
4th Apr 19, 9:43am
Patrick Watson argues the US-China trade war is evolving, not ending and suggests anyone who bets otherwise will probably regret it
Patrick Watson argues the US-China trade war is evolving, not ending and suggests anyone who bets otherwise will probably regret it
25th Feb 19, 10:41am
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
