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#China will be keeping a close eye on the effect of #Russian sanctions with a view to safeguarding Beijing’s own financial stability. David Lubin buff.ly/3JQls5c

Two years ago I was pretty sure people were over-worrying about the risk of debt crisis in low-income developing countries. Now I’m not so sure. My piece in today’s FT. Is it time to worry about an emerging markets crisis? on.ft.com/3K11Jjx

In a higher inflation world, a stronger dollar might hit emerging economies harder this cycle, argues Citi's David Lubin in this Financial Times column. Striking chart too from Ray Douglas ft.com/content/3e8737…

Chinese policymaking has become more inward-looking since the 2008 financial crisis, but geopolitics is really reinforcing this now. My piece for Chatham House here, out today. chathamhouse.org/2022/10/why-mo…

The increased role of geopolitics and ideology in Beijing’s economic decision-making is bad news not just for China but for the world, writes David Lubin (Chatham House Global Economy and Finance). chathamhouse.org/2022/10/why-mo…

David Lubin will be speaking on ‘China’s economy: towards self-reliance?’ for the next Monday *in-person* seminar of SOAS China Institute (5-6:30 pm, 14 Nov, Room RB01, Russell Square: College Buildings). All welcome. Seating first-come first-served. Register here: soas.ac.uk/about/event/ch…

Are all Chinese economic recoveries alike? I don’t think so: the 2023 recovery will be quite different to the past, with less impact on the rest of the world. My piece in today’s FT. China’s recovery might be a bit less than meets the eye on.ft.com/3jqpx8r

Hear emerging markets (EM) experts on China and India, sovereign debt, the US dollar and more in this week’s podcast. Moody’s Scott Phillips is joined by Lee C. Buchheit and David Lubin 👉 Listen here: mdy.link/45P1eUR #EmergingMarkets #Podcast #MoodysTalks

Has the world trade recession already started? My piece in today’s FT. Has the global trade recession already started? on.ft.com/3DgjNEx

Some personal news: as you can hear from Bronwen Maddox at the start of this podcast on China, I’m about to join Chatham House as a Senior Research Fellow. Very, very excited! podcasts.apple.com/gb/podcast/ind…

‘Global South’ is trending, but ‘Emerging Markets’ has lost its buzz. That switch is not trivial, but reflects the triumph of politics over economics. My piece in today’s FT… ft.com/content/4fa78c…

For more than a year, the net flow of foreign direct investment into China has been increasingly negative. In the three months to September, foreign firms withdrew $12 billion, writes David Lubin (Chatham House Global Economy and Finance). chathamhouse.org/2023/12/collap…

I’m taking part in this interesting discussion tomorrow on global economic policy. Online participants still welcome! chathamhouse.org/events/all/res…

Argentina vs Turkey; shock therapy vs gradualism. Who will succeed? I think Turkey, but not because there’s anything so great about gradualism. Rather, it’s the politics and geopolitics surrounding the adjustment that give Turkey the edge. omfif.org/2024/01/argent…

Event | Can China still prosper under Xi? Experts join Ben Bland (Chatham House Asia-Pacific) to discuss the challenges facing 🇨🇳 under Xi Jinping's leadership, with: ▪️David Lubin ▪️Winnie King ▪️Desmond Shum Date📅: 24 September Time⌚️: 14:00 chathamhouse.org/events/all/ope…

📌“Trump Monroe doktrinini yeniden canlandırmaya çalışıyor, bu süreçte Türkiye’nin AB ile ilişkileri sıkı tutması önemli” dedi ☝🏻Chatham House Kıdemli Araştırmacısı David Lubin ve ekledi: 📌“Türkiye’de dezenflasyon beklentilerden yavaş gitse de herkes Şimşek’in uyguladığı

Trump is breathing life back into the Monroe Doctrine to build an international order based on regional spheres of influence. Is it rational? The data say yes. Here’s my piece for Chatham House… chathamhouse.org/2025/02/econom…

The Nigerian naira is more competitive now than it has been for 25 years. Best keep it that way: much wiser for the currency to be undervalued rather than overvalued. My piece for Chatham House. chathamhouse.org/2025/03/nigeri…

"If Trump can implement this vision of withdrawing the United States from the world, it's very difficult to imagine big economic powers stepping up." David Lubin (Chatham House Global Economy and Finance) on whether 🇨🇳🇪🇺 can replace the US as the world's importer. Watch in full: bit.ly/44UCuwF

The EU’s embrace of both a central bank digital currency and private cryptocurrencies could be a more promising strategy than either China’s or the US’s exclusive focus on one or the other, writes David Lubin. chathamhouse.org/2025/06/europe…