Our political and policy coverage is fiercely non-partisan and non-aspirational. In an increasingly polarized global environment, clients need to understand actual risks, likelihoods, and impacts, more than political talking points.
Confidentiality
Our client relationships, projects, and interactions are strictly confidential.
Forward-looking
We understand that many of the most pressing risks—climate change, global inequality, AI—do not adhere to a mark-to-market or quarterly schedule. We will always endeavor to balance the long-term view with more acute, shorter-term considerations.
Diversity
Much as the best research is informed by tapping into diverse viewpoints, we believe the best organizations are made by cultivating diverse viewpoints and backgrounds internally. We are committed to growing our organization accordingly.
Meet Our Amazing Team
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We pull back the curtain on China’s complex political economy and global ambitions. Our incisive, data-driven analysis tracks and deciphers the market dynamics, state policies, and industry trends that shape one of the world’s most consequential and influential economies.
By combining deep local expertise with a global perspective, our research captures both the domestic nuances of China's policymaking and the broader implications of its engagements on the global stage. In particular, we are at the forefront of how the increasingly rivalrous relationship between the United States and China will have profound impacts on reshaping the global order.
Through our research, we empower clients to make informed decisions in a rapidly evolving environment. Through our advisory, our team prides itself on providing strategic advice that delivers clarity amid uncertainty.
What We Cover:
China's macroeconomic developments, industrial policy, and elite politics;
Bespoke and sectoral analysis of supply chains, technology, and energy;
Local debt risks, fiscal policies, and financial market movements;
China's global ambitions, from the Belt and Road to the implications of great power rivalry;
Emerging risks from trade tensions to geopolitical hotspots in the Taiwan strait.
We blend rigorous research with specialized advisory services to navigate China's state-driven economy and its fast-evolving regulatory framework.
Drawing on extensive local expertise, we analyze the interplay between centralized directives and regional economic variances, offering nuanced views of China's internal dynamics.
We assess internal political dynamics and monitor external security trends, providing clarity on how domestic governance and international tensions shape market conditions.
Internationally, we monitor cross-border fiscal trends and trade dispute mechanisms, illuminating China's impact on global financial and regulatory environments.
Service offering
Regular monthly geopolitical and macro reports.
Quarterly 1-on-1 meetings in person or over videoconference to discuss geopolitical and macroeconomic developments (can be upgraded to monthly).
High-frequency e-mails on macro-significant political and macroeconomic developments.
Access to Aurora events and conference calls
Investor trips to Hong Kong and the Mainland
Phone and e-mail access to the firm’s top analysts and partners.
Damien leads Aurora's China coverage. He is the author or editor of the books In Line Behind a Billion People: How Scarcity Will Define China’s Ascent in the Next Decade (Pearson/FT Press); The Economics of Air Pollution in China (Columbia University Press); and China’s Economic Arrival: Decoding a Disruptive Rise (Palgrave MacMillan).
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