The CEO comparison is instructive. In listed groups a good CEO can turn bad with age and as the world moves on, and at that point they get turfed out. Xi will insist on being president for life. The … (View Post)
Its obviously polemic and over-simplifying what will be a mixed picture for US manufacturing (there will be some winners and some losers), but I particularly like this line because it’s straight out … (View Post)
They made some of the most ruinous policy errors in world history under Mao. Then had a pretty sensible couple of decades. Xi has changed the dynamic again. I’m not sure that will end well. (View Post)