capital flows
The Tariff Trap: Why U.S. Trade Policy Is Being Undermined by a Hidden Economic Force
U.S. tariffs, meant to shrink the trade deficit, are being undermined by a stronger dollar fueled by capital inflows. Explore the real economic forces at play.
The Great Indian Money Churn: Why Record Investments Are Both Entering and Exiting the Nation
India sees record investment inflows, but outflows are also at an all-time high. We dissect this paradox and what it means for the nation’s economy.
The Surveillance Premium: How America’s Watchful Eye Creates a Haven for Investors
A provocative look at how America’s controversial surveillance state may be a key pillar of its economic stability and a hidden advantage for investors.
The Great Contraction: Is China’s Investment Freeze a Crisis or a Calculated Gambit?
A sharp fall in Chinese investment signals a major economic shift. Is this a crisis or the intended result of Xi Jinping’s “anti-involution” policies?