a/symmetric: The industrial basics of critical tech
May 25, 2024Why it’s important to control “the thing to make the thing to make the thing to make the thing”
Deglobalization Round-Up: November 24, 2023
November 24, 2023A US asset manager sees opportunity in China—even as over three-quarters of the foreign money invested in Chinese stocks this year has left. Meanwhile, China ships out small amounts of gallium and germanium, the EU signs its anti-coercion tool into law, and the FT’s Ruchir Sharma argues that it’s a “post-China world now.”
The Week That’s Done: Persistent loopholes in US chip curbs
October 21, 2023Major semiconductor companies largely brush off Washington’s updated export restrictions. Russia wants to sell more gas to China, but Beijing plays hard to get. A major lithium takeover deal [...]
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: China flexes its upstream muscles
July 8, 2023Gallium and germanium stole the headlines this week. The even bigger headline: China’s asymmetric play underlines the importance of investing in upstream resources. Meanwhile, Europe dubs aluminum a critical raw material, Moderna takes a chance of the China market, and Toyota claims a battery breakthrough.
Deglobalization Round-Up: April 5
April 5, 2023Jamie Dimon sours on China, China retaliates against US export controls, and LG increases its investment in Arizona. Plus corporate America is talking deglobalization and emerging economies from Poland to Mexico will benefit.
