Tariff Man Strikes Again
There are compelling reasons to assume that the U.S. goals in the trade dispute with China go way beyond just trade. The real goal is likely to slow the economic […]
The Real Risk Of The Trade War
It is difficult to see the Chinese caving to the demands of the Trump government, which seem to involve a wholesale change of China’s economic model. Either some middle ground […]
What Trade War Are We Having Will Determine What Happens To The Markets
Either President Trump wants to be able to announce a victory, or we are witnessing the first innings of a hegemonic clash between the existing and rising superpower. If the […]
The U.S. Is Ignoring The Progress China Has Made
China has a reputation for being a currency manipulator, having mercantilist trade practices, glaring disrespect for IP and depending on exports for growth. While these things were all true in […]
What Does The U.S. Want From China?
The US government wants the Chinese to respect US intellectual property and a lower bilateral trade deficit. Unleashing a trade war isn’t likely to bring these goals closer, in fact […]
Crisis In China?
The Chinese economy is already slowing down, its stock market is crashing, its currency sinking and authorities are cracking down on leverage. And on top of that the US has […]
Can China Withstand A Trade War?
Trade tensions are escalating between the US and China, and Trump argues that the US can’t lose. The Chinese economy is vulnerable at the moment, plagued by large debts which […]
The Chinese Strikeback
The US President thinks the US can easily win a trade war with China as they export much more to the US than vice versa. While that is true, retaliatory […]
Chinese Tech Increasingly A Match For U.S. Big Tech. Should We Worry?
The rise of Chinese high-tech companies has produced the specter of Chinese domination of the industries of the future. While it is true that many high-tech Chinese companies have caught […]
A Chinese Lost Decade?
The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably. Demographics are turning from a tailwind to a headwind and diminishing returns of the […]