A major crisis is booming in the commodity industry. Greensill has 10mn customers and projects itself as a disrupter, claiming that its use of technology such as AI provided US$143 billion of financing in 2019. Greensill's collapse is due to concerns...

The bloody nose of his finance minister's loss in a contest (via a secret vote) for a seat in the upper house, is arguably offset by this demonstration Khan's ability to discipline (and call the bluff of) any dissenters in his own camp via an open vo...

On his last full day as Secretary of State, Mike Pompeo publicly labelled China’s action towards the Uighurs of Xinjiang as a genocide. I am frankly shocked that the use of the term genocide did not prompt a deep debate within the financial community...

I keep saying to take them at their word. Derived from Mao Zedong, it took on new properties – and eventual earnestness – instead under Deng Xiaoping. Unlike the Russians, though, the Chinese would keep a tighter political grip while this happened. I...

The strength of China’s economic recovery is unparalleled, in our view. More recently, the government’s commitment to achieving a carbon-neutral footprint by 2060 could lead to some interesting opportunities in the renewables space, as well as the el...

It is – loosely speaking – the one-year anniversary from when African eurobonds began to feel the full force of the coronavirus pandemic. Although global markets began to weaken towards the end of February, we date the fall in Sub-Sharan Africa (SSA)...