Global Supply Chains
The New Silk Road: How China is Dominating the Global Luxury Food Market
China is rapidly transforming from a consumer to a dominant producer of luxury foods like caviar and foie gras, disrupting global markets and investors.
The Hidden Titans: Why Smart Money is Pouring into China’s AI Infrastructure
Investors are looking past tariffs, betting on the Chinese hardware companies that form the indispensable backbone of the global AI revolution.
The Black Sea’s New Battlefield: How Drone Attacks Are Weaponizing Shipping Insurance and Shaking the Global Economy
Ukrainian drone attacks in the Black Sea are causing a massive surge in shipping insurance costs, weaponizing finance against Russia’s economy.
From iPhones to Anodes: The Foxconn Insider Betting It All on America’s EV Future
A top Foxconn exec leaves the world of iPhones to build a critical graphite plant in the US, tackling China’s dominance in the EV battery supply chain.
The Phantom of Fast Fashion: Unmasking the Strategy Behind Shein’s Enigmatic Founder
Shein’s enigmatic founder Chris Xu built a $66B empire in secret. We explore the man, the model, and the massive risks ahead of a potential IPO.