China’s Trade Surplus Hits New Heights, Setting the Stage for Global Tensions
China’s trade surplus is on track to hit a record high this year, putting it increasingly on a collision course with some of the world’s...
Tag: China
The Return of President Donald Trump: A Blow to Global Climate Efforts and An Opportunity for China
Unsurprisingly, Donald Trump’s re-election is viewed as a setback for global climate action. The president-elect has made it clear he plans to scrap Biden’s clean...
Powell cut interest rates by 25 bps, navigating the Trump Second Term
As Jerome Powell faces the aftermath of Donald Trump’s re-election, the Federal Reserve is under new scrutiny. Powell’s timing on interest rate changes has been...
Trump’s Victory: A New Era of Tariffs, Tensions, and a Conservative Court for the Ages
As it seems, Donald Trump has clinched the election, ushering in an era that promises higher tariffs, strained alliances, and a judiciary that may reshape...
Emerging Markets Caught in the Crossfire: Fed Missteps, Trump Risks, and China’s Faltering
Emerging market assets are once again feeling the squeeze, caught in the crossfire of U.S. Federal Reserve missteps, Donald Trump’s unpredictable ambitions, and China’s underwhelming...
The Transition to Clean Energy: The Big hypocrisy
It should come as no surprise that global electricity demand is skyrocketing as the world strives to electrify everything. Goodbye petrol cars, hello electric vehicles,...
Europe’s EV Tariff Tango: Charging into a Trade War with China
The European Union voted on Friday to impose tariffs of up to 45% on electric vehicles imported from China, raising the prospect of a broader...
China’s Housing Market: A Tough Sell Even for the Government
In May, China’s central government urged more than 200 cities to purchase unsold homes to reduce the surplus supply. Fast-forward three months, and only 29...
When the Bull Goes to Pasture: China’s Stock Market Slump
China’s stock market is giving investors more drama than a soap opera—and not the fun kind. The mounting sell-off in Chinese stocks is deepening what...