It was only a few months ago that investors were preoccupied with US tariffs and the closure of the Strait of Hormuz. But these issues have...
For decades, companies, investors, and policymakers operated on the comforting assumption that the global economy was underpinned by a relatively stable equilibrium. Macroeconomic and financial shocks...
Few areas today demonstrate such a clear Chinese advantage as the processing of critical minerals. This is precisely why the issue, once confined to mining...
In recent years, it has become almost routine to discuss "reducing dependence" on China. Most of these discussions have remained at the level of political...
Donald Trump’s recent summit with Xi Jinping has revived a familiar debate: Would the United States defend Taiwan if China invaded? Skeptics point to America’s competing...
Breaking
