Taiwan or a $10 Trillion Risk for the Global Economy
A war with Taiwan would have such an enormous cost that even those most dissatisfied with the status quo have reasons not to risk it....
Tag: Xi Jinping
2024, a High Geopolitical Risk
After 2023, an excellent year for risky assets despite the war in Europe and the Middle East and an increasing confrontation between the United States...
The Bursting of the Chinese Real Estate Bubble: A Policy Mistake?
In 2020, the darling of bond investors was called Evergrande. Investors loved the debt of the Chinese real estate conglomerate. It was liquid, linked to...
China’s Youth and its President: A Ticking Time Bomb?
The West still hasn’t understood the philosophy of the leader of the world’s second-largest economy. While the U.S. government was sending checks to consumers during...
Xi Jinping’s visit to Moscow, a good news for the financial market?
Xi Jinping’s meetings in Moscow with Vladimir Putin have put the Biden administration on the sidelines as two adversaries discuss a Ukrainian peace proposal that...