Monthly Archives: June 2019

MINDSHARE

Jefferson V. DeAngelis

Jefferson V. DeAngelis

Pari Passu

The ongoing trade war between China and the United States is exposing their opposing worldviews. The Chinese government prefers to control production whereas the US authorities find it easier to promote demand.

2019-06-24T10:52:24+00:00 By |

The China (Trade) Syndrome

At the start of 2019, sentiment for news stories covering Chinese economic uncertainty was slowly, but steadily improving as data suggested that the government’s stimulus efforts were helping to avoid a much worried about hard landing for the Chinese economy.

2019-09-17T09:16:37+00:00 By |

The PEMEX Game

The first six months of Andrés Manuel López Obrador’s (aka AMLO) presidency has proven to be no honeymoon between the Mexican leader and investors. Any post-election optimism has soured as concerns over AMLO’s leftist political orientation and policy uncertainty have made investors wary and left second-guessing the government’s economic agenda going forward.  

2019-09-17T09:59:08+00:00 By |