The US’ fixation on Chinese cyber threats has a precedent dating to the first Cold War
According to the Bank for International Settlements (BIS), non-financial debt stood at 297% of GDP at the end of 2022.
The footprint of decoupling is already evident in the shifting composition of the US trade deficit away from China and…
The problem is over-reliance on personalised diplomacy, because this derives its legitimacy from domestic politics
Sleepwalking towards conflict Premium Story
Three great powers — America, China, and Russia — all seem to be afflicted by a profound sense of historical…
Fed’s fixation on core inflation and the overreach of China’s core leader, Xi, are both susceptible to major policy blunders
Deglobalisation’s China wild card Premium Story
As the defence of globalisation lies in tatters, the Asian giant could have the most to lose.
Dollar-coaster ride: Wrong on the dollar–for now Premium Story
The dollar’s privilege as the world’s reserve currency is never clearer than during war
Inflation woes: Jerome Powell’s Volcker deficit Premium Story
The Powell Fed’s handling of rising inflation shows that he is not like his idol, Paul Volcker
Despite the IMF and other forecasters’ prediction of a soft landing, several reasons lead us to believe that this can…
From leading G-20 negotiations for a ceasefire to humanitarian aid to countries hosting Ukrainian refugees, China can act decisively
China risks the same devastating Western sanctions and isolation if it deepens its new partnership with Russia
Unlike the first Cold War, the US is the one now being triangulated. And, there is good reason to believe…
The current upsurge in inflation is not transitory or to be dismissed as an outgrowth of idiosyncratic Covid-19-related developments. It…
By fixating on the risks of a Japanese-style deflation, the Fed all but ignored the possibility of a major upside…
The dual thrust of Chinese policy—redistribution plus re-regulation—will subdue the entrepreneurial activity that has been powering China’s dynamic private sector
Modern China lacks the foundation of trust in consistent leadership priorities and transparent governance that underpins animal spirits
The Biden administration needs to abandon the unworkable bilateral framework of the phase one deal and the tariffs that support…
