Global reset – Monetary decoupling (Part 1: Sterilisation and QE)

Global reset – Monetary decoupling (Part 1: Sterilisation and QE) Phuah Eng Chye (19 June 2021) One important aspect of the global reset is the decoupling of monetary relationships. Narratives such as currency manipulation[1] or China’s dumping of US treasuries are simple and popular but they offer misleading perspectives on the inter-dependent relationship between US … “Global reset – Monetary decoupling (Part 1: Sterilisation and QE)”

Read More

Global reset – Two whales in a pond

Global reset – Two whales in a pond Phuah Eng Chye (5 June 2021) Global reset refers to the monumental changes triggered by a reset in the relationships between the world’s two most powerful nations. The analogy of “two whales in a pond” captures several critical dynamics. It describes how the global landscape will change … “Global reset – Two whales in a pond”

Read More

Information and organisation: China’s surveillance state growth model (Part 2: The clash of models

Information and organisation: China’s surveillance state growth model (Part 2: The clash of models) Phuah Eng Chye (23 November 2019) Economic model preferences are shaped by historical experience. The Western models was shaped by their experience with ideological repression and influenced a shift towards “liberal democracies”. They evolved an economic system, institutions and rules that … “Information and organisation: China’s surveillance state growth model (Part 2: The clash of models”

Read More

Information and development: Globalisation interrupted and deglobalisation risks

Information and development: Globalisation interrupted and deglobalisation risks Phuah Eng Chye (17 August 2019) Globalisation is the main pathway to economic advancement and prosperity. Yet, for all its contributions to growth, globalisation is often cast as the villain in political discourse. In matured economies, politicians tap on public insecurities arising from the loss of factories, … “Information and development: Globalisation interrupted and deglobalisation risks”

Read More