US-China relations
Navigating the Dragon’s Headwinds: China’s Economy, US Tensions, and What It Means for Global Investors
China’s economy faces a critical test as internal property woes and weak demand collide with escalating US trade tensions. What does this mean for investors?
Inside the Gilded Cage: Global Finance on the Brink as US-China Tensions Boil Over
A look inside the IMF meetings reveals a fractured global economy, where US strength and escalating US-China tensions set the stage for a new era of risk.
China’s Tech Dragon Wakes: Inside the New 5-Year Plan Shaping the Global Economy
China’s new 5-year plan signals a major economic shift, prioritizing high-tech self-sufficiency and domestic consumption amid US tensions and deflation fears.
China’s High-Tech Gambit: Decoding the New 5-Year Plan for a Global Economy in Flux
China’s new 5-year plan signals a major pivot to tech self-reliance and domestic consumption amid US tensions, reshaping global finance and investment.
The Ghost in the Machine: Why a 40-Year-Old Warning About China Still Dominates Global Finance
A 40-year-old warning about China’s economic reforms offers the key to understanding today’s market risks, from tech crackdowns to the digital yuan.
The Dragon’s Grip: Why China’s Social Crackdown is a Critical Red Flag for Global Investors
Beijing’s social crackdowns are more than a human rights issue; they’re a critical risk signal for investors, impacting the economy and global finance.
Global Crossroads: Decoding China’s Economic Gambit, the Fed’s Next Move, and Rising Geopolitical Tensions
Unpacking global market shifts: Scott Bessent’s China warning, Kremlin’s political risk, and Jay Powell’s signals for a potential Fed rate cut.
Caught in the Crossfire: Europe’s High-Stakes Gamble in the Global Chip War
Europe’s chip strategy is faltering. The Dutch block of Nexperia shows how the EU is caught in the US-China tech war, impacting the economy and investors.
The Great Unraveling: Why the Global Economy’s Old Rules No Longer Apply
The old rules of the global economy are broken. We’ve entered a new age of disorder driven by geopolitics, creating immense risks and new opportunities.
The $600M Bet: How the Global Race for Weight-Loss Drugs is Rewriting the Rules of Biotech Investing and Tapping into China’s R&D Power
A US biotech’s $600M raise for weight-loss drugs reveals a key strategy: using China for faster, cheaper clinical trials, altering biotech investing.
The Trade War Two-Step: Why Trump’s China Brinkmanship Follows a Familiar Script
The familiar cycle of US-China trade brinkmanship is back, but history suggests this escalation will likely end in another calculated climbdown.
China’s Economic Gambit: A Sign of Desperation or a Calculated Strike?
A top hedge fund manager warns China’s aggressive moves are a sign of deep economic weakness, with huge implications for global finance and investing.