China’s real-estate sector is buckling under the weight of falling prices, a huge and growing inventory of unsold units, and highly indebted developers. Add to that slowing GDP growth and falling inflation, and a prolonged period of stagnation and deflation, triggered by a property-bubble collapse, seems increasingly likely. Read More Here
It’d be like a new union of up-and-coming discontents who, on the scale of GDP, now collectively outweigh not only the reigning hegemon, the United States, but the entire G-7 weight class put together. Read More Here
The buzzword is everywhere, but defining the concept of U.S.-China de-risking isn’t so easy. Read More Here
Working together to address common challenges, and building economic bridges, will be crucial to improve lives. Read More Here
Policymakers in both the United States and China seem to have fully accepted, and even embraced, the logic of economic decoupling. But what exactly will decoupling entail, and what will its consequences be? Read More Here
China produces 75% of all lithium-ion batteries used in EVs but Australia controls the world’s largest battery-grade deposits. Read More Here
The centrality of the U.S. dollar in world affairs is mainly determined by economic factors, but geopolitical forces are threatening to weaken its top spot in the currency hierarchy. Read More Here
In 2022, a confluence of shocks reduced economic growth and simultaneously boosted inflation, causing investors to flee to dollar-denominated assets. Now, as fears about inflation and monetary policy begin to abate, the dollar should start to depreciate, adding a bright spot to the global growth outlook. Read More Here
Trade openness increased after the Second World War, but has slowed following the global financial crisis. Read More Here
Beijing and Washington continue to pursue policies that appear aimed more at competition and confrontation than at pursuing avenues for cooperation. Read More Here
looking beyond borders 