Political Economy · China · The Global Order
A leading authority
on the geoeconomics of China —
and the geopolitics it is shaping
Political economist. Author. Founder of ACME Macro Advisory. Counsel to executives, fund managers, and policymakers navigating the China question.
15+
Years of Analysis
70+
Countries Briefed
120+
Episodes Produced
§ Begin here
Three doors into the work.
— 01 / Writing
China Big Idea
Letters from a fractured century, a weekly Substack newsletter, with longer essays in Al Majalla and the South China Morning Post.
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— 02 / Media
ChinaX and the public square.
Long-form video analysis on YouTube. Daily threads, frameworks, and predictions across four social platforms.
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— 03 / Advisory
ACME Macro Advisory
Quiet counsel for sovereign clients, asset managers, and multinationals who cannot afford to be wrong about China.
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