Why US Tariffs Are Unlikely To Slow Chinese Growth

Oxford Metrica's Joseph Knight
Following the publication of Value Partners' whitepaper entitled ‘Investing in China: Dancing with the Dragon, 2019’, produced alongside Oxford Metrica, Joseph Knight, CFA and principal at Oxford Metrica, argues the trade war with the USA is unlikely to have any significant impact on the Chinese economy.
Earlier this year, stockmarkets on both sides of the Pacific were raising glasses in prospect of a resolution of the long-running US-China trade dispute. It looked more than likely that the world's two...
Gyrostat Capital Management: Why Risk Management Is Not About Predicting Risk
Why Risk Management is Not About Predicting Risk Financial markets reward confidence, but they punish certai... Read more
Gyrostat January Outlook: Calm At Multiyear Extremes
This monthly Gyrostat Risk-Managed Market Outlook does not attempt to forecast market direction. Its p... Read more
Gyrostat December Outlook: The Market Does The Work
Harnessing Natural Volatility for Consistent Returns Markets have always moved more th... Read more
Gyrostat Capital Management: Why Advisers Must Scenario-Plan Both The Bubble And The Bust
The Blind Spot: Why Advisers Must Scenario-Plan Both The Bubble and The Bust In financial m... Read more
Gyrostat Capital Management: The Hidden Architecture Of Consequences
When Structures Themselves Become A Risk In portfolio construction, risk is rarely where we look for it.... Read more
Gyrostat November Outlook: The Rising Cost Of Doing Nothing
Through the second half of 2025, markets have delivered a curious mix of surface tranquillity and instabi... Read more