Deglobalization Round-Up: August 5
August 5, 2023The Hong Kong bourse rolls back requirements for disclosing China-related risks, a US Congressional committee investigate Blackrock and MSCI’s routing of American capital to problematic Chinese entities, Maersk forecasts a deep contraction in global trade, and Rome plans to set up a “Made in Italy” fund.
The Week That’s Done: Beijing woos CEOs, snubs US defense chief
June 4, 2023China gives global CEOs a warm welcome, but the US defense secretary the cold shoulder. At the same tie, follow the money: Global investors are cooling on China. Plus: Saudi Arabia and Russia, Japan and wind, cathodes and anodes.
Deglobalization Round Up: May 12
May 12, 2023Reshoring solar panel manufacturing would speed decarbonization. Plus British Columbia's public pension manager exits China, US tech investors do too, and (three makes a trend) Italy intends to exit the Belt and Road Initiative.
Markets Briefing: Week of May 2
May 7, 2022As inflation soars, the Fed tightens the screws – and markets balk; the real economy weathers the storm better than most; both government and private sector double down on EV supply chains.
Markets Briefing: Week of April 18
April 23, 2022With recession alarms blaring, supply-side solutions remain elusive; the world writes off streaming even as Netflix's revenue grows; Chinese companies target European listings; and the Dutch bet big on photonics while the US-South Korea battery alliance hits rocky waters.
Markets Briefing: Week of April 11
April 16, 2022China's CNOOC grows wary of the US, but not of a global footprint; GM and Glencore announce a flashy new supply partnership; and Beijing signals that there's more intervention in capital markets ahead.
