Deglobalization Round-Up: November 11, 2023
November 11, 2023Gallup quits China. More executives disappear in China. Morgan Stanley’s CEO says decoupling is a temporary trend. Plus: does the US need to be more like Korea, Germany, and Japan in order to become an advanced manufacturing powerhouse?
The Week That’s Done: China puts US companies on notice
July 2, 2023Beijing’s new laws increase the already high risks for foreign firms doing business in China—so will companies take the hint? Meanwhile, a US air conditioning startup partners with a Chinese battery giant, raising questions about potential commercial and potential risks.
Deglobalization Round-Up: June 3
June 3, 2023Investors scale back investments in Chinese State-owned enterprises as Canadian pension funds scale back investments in China. Plus Grey Duck Outdoor's reshoring plan, Japan's ex-China rise, and China's aerial aggression.
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.
The Week That’s Done: The Rare Earth Conundrum
February 26, 2023Australian rare earth miner Lynas hits roadblocks in Malaysia, just as the red carpet is rolled out for its Chinese competitors. Meanwhile, battery giant CATL wants to lock in business with cut-rate prices—but only to select EV makers. Plus, natural gas prices tumble and a manufacturing slowdown in Japan.
The Week That’s Done: January 1
January 1, 2023Happy new year – it’s still the same chaotic world: With COVID-19 ravaging China, testing controversy brews and Paxlovid becomes a luxury good. Plus the US job market holds on tight, Russia retaliates over the oil price cap, Japan snaps up global LNG supply, and plastics prices plummet.
In the Global Semiconductor Race, the US Should Remember to Tie Its Shoes
May 9, 2022Washington needs to invest not only in next-generation technological advance, but also into semiconductor production itself, and the materials necessary for it. Such investments are critical for a robust industrial base. They would also be diplomatically advantageous.
