Arrested Diplomacy

The Japanese and Canadian governments have failed to manage effectively the reputational, economic, and geopolitical implications of the legal cases against Nissan chairman Carlos Ghosn and Huawei CFO Meng Wanzhou. And, in a globalized world, the risks posed by such cases are likely to grow. Read Here – Project Syndicate

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The Rise Of Populism Shows We Are Increasingly In A ‘Geopolitical Recession’

Financial markets must start to account for the personalities of populist world leaders, according to veteran investment banker and philanthropist John Studzinski. His comments come at a time when market participants are increasingly concerned about a serious economic slowdown, with a long-running global trade war souring business and consumer sentiment. Read Here – CNBC

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How Will History Judge President Trump?

At the midpoint of Donald Trump’s first term, historians have struggled to detect the kind of virtues that offset his predecessors’ vices: the infectious optimism of Reagan; the inspirational rhetoric of JFK; the legislative smarts of LBJ; or the governing pragmatism of Nixon. So rather than being viewed as the reincarnation of Ronald Reagan or […]

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The World Economy Goes Hollywood

In the film industry, the richest and most experienced studios and producers spend vast amounts of time and money on audience research, but still have no idea if their latest creations will turn out to be hits or flops. So why be surprised if the same is true of financial markets – or, for that […]

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China Seeks Big-Ticket Payback From Myanmar

As China surges forward again in Myanmar, new pressure to restart a controversial dam project could represent a watershed moment for bilateral relations. The Beijing-backed US$3.6 billion Myitsone dam project, which if built as previously designed would flood 600 square kilometers of forestland in northern Kachin state and export 90 % of the power produced […]

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Pentagon Warns Of Global Power Play Behind Chinese Projects

The Pentagon has said China is using its expanding military, trading and infrastructure network to pursue global leadership in a report that warned that its global ambitions could undermine the security of the United States and its allies and threatened international economic corridors. Monday’s report assessed China’s military and non-military expansion efforts, such as the “Belt […]

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The ‘Age of Tech’ Is Over

On September 28, 2018, tech died. That’s according to a widely circulated eulogy prepared by Vincent Deluard, a strategist at INTL FCStone, a financial services company. “If technology is everywhere, the tech sector no longer exists,” he wrote. “If the tech sector no longer exists, its premium is no longer justified.” Read Here – The Atlantic

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The Brexit Deal’s Historic Defeat

The likelihood of Britain leaving the European Union without a deal just got a whole lot higher—and Prime Minister Theresa May is largely to blame. On Tuesday, British lawmakers overwhelmingly voted against May’s negotiated agreement with the EU, delivering a damaging (albeit foreseeable) blow to her Brexit strategy. Read Here – The Atlantic

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