Hainan Free Trade Port is the future of globalization
For decades, globalization was widely accepted as an almost inevitable trajectory. The more open an economy, the prevailing…
The rising risk of China turning Japanese
The world today is witnessing an unsettling sense of economic deja vu. Beneath the gleaming skyline of Shanghai…
China moving early as confidence in US debt frays
China is urging its biggest banks to curb their exposure to US Treasuries, a calculated intervention in the…
Economic nationalism giving rise to a zero-sum world
The world we inhabit today bears little resemblance to the one imagined by the architects of the global…
In Iran, don’t expect a Libya scenario
The Trump administration has fundamentally changed direction on Iran. US NATO Ambassador Matt Whitaker says the US will…
Silicon shock is the big ‘26 theme
In the early 2000s, the world of fine spirits broke. Demand for aged whiskey and fine wine exploded…
First and second largest economies in charts and figures
One is the loneliest number that you’ll ever do.Two can be as bad as one.It’s the loneliest number…
Why the IMF thinks China has a zombie problem
During her recent visit to Beijing, International Monetary Fund head Kristalina Georgieva connected the dots between China and…
China’s big layoff wave now buffeting its tech sector
China’s long‑running wave of corporate layoffs is spreading from manufacturing and property to the technology sector, with some…
Hong Kong is China’s most underestimated strategic asset
It has become fashionable in some circles to speak of Hong Kong’s decline. The narrative is familiar: geopolitical…
Next financial meltdown could be much worse with US on sidelines
This is the second in a two-part series. Read part one here. Globalization has always had its critics…
US manufacturers face higher Chinese hurdles than soybean farmers
American soybean farmers aren’t alone in their dangerous overdependence on China. In a different way, so are many…