Everyone Wants a Chip Factory
How the world is future-proofing (and China-proofing) its semiconductor supply chains. Read More Here
Category: Global Economy
The Red Sea Crisis Proves China Was Ahead of the Curve
The Belt and Road Initiative wasn’t a sinister plot. It was a blueprint for what every nation needs in an age of uncertainty and disruption. Read More Here
The Biggest Threats to Global Economic Stability
While the sovereign-debt crisis that is currently unfolding across the developing world may not have the immediate global impact of the 2008-09 financial meltdown, its long-term effects could be far-reaching. Immediate international intervention is necessary to prevent it from spiraling out of control. Read More Here
How to Actually Overcome China’s Rare Earths Monopoly
For materials that are essential to our modern way of life, the rare earths industry is surprisingly small – which is why China has been able to dominate thus far. Read More Here
The Global Economy’s Unsolved Problems
A string of high-level meetings this year have produced a number of proposals for dealing with key global challenges, from unsustainable public debt to climate change. But few decisions have been made, and some of the most prominent proposals are deeply flawed. Read More Here
The New Normal for Central Banks
The US Federal Reserve and the European Central Bank have made clear that they intend to roll back quantitative easing by reducing their bond holdings. But the other driver of central banks’ balance-sheet expansion for the past 15 years – the provision of abundant reserves to the financial sector – remains up for debate. Read […]
Beijing Tightens Its Grip on the Critical Minerals Sector
The West has taken steps to slash its dependence on China, but it still commands supply chains—for now. Read More Here Also Read: Rare Earths in the South China Sea: Adding Fuel to the Geopolitical Fire
America’s Real China Problem
Although everyone is supposed to benefit when individual countries leverage their comparative advantages, this canonical economic theory can run into problems when blindly applied to the real world. In the case of China, American leaders failed to consider why the country exhibits the strengths that it does. Read More Here
The Five Main Drivers of Global Economic Uncertainty
The ongoing conflict in the Middle East is just one of several economic and geopolitical trends darkening the outlook for global growth. But while the immediate future seems bleak and could get bleaker, the good news is that we have the capacity to turn today’s vicious cycles into virtuous ones. Read More Here
The Global Recovery Is Faltering
Even as inflationary pressures ease, geopolitical tensions and structural factors such as unfavorable demographics and high debt levels have taken a toll on household and business confidence worldwide. The challenge for governments is to rebuild confidence and enhance productivity, which remain essential to getting the global recovery back on track. Read More Here
looking beyond borders 