Deglobalization Round-Up: October 21
October 20, 2023Corporate investigations and intelligence firms decide Hong Kong isn’t worth the risk. Across the border, a Japanese businessman is formally arrested by Chinese authorities. Meanwhile, India gets uncomfortable with yuan-denominated payments for oil—though France doesn’t too concerned with using the Chinese currency for LNG trade. Plus: the UK’s MI5 warns of Chinese espionage on an “epic scale.”
The Week That’s Done: HongShan (née Sequoia China) eyes global investments
October 14, 2023Sequoia’s China spin-off is searching for investment targets worldwide, underlining private capital flows as an arena of geopolitical competition. Meanwhile, a fertilizer shock could raise global food prices, Japan deals with an inflation and deflation dilemma, BYD spots another IRA backdoor, and US inflation rears its stubborn head. Plus: oil and gas volatility.
Deglobalization Round-Up: Saturday June 10
June 10, 2023Sequoia splits up its US and China operations, Microsoft moves AI researchers from China, and Pirelli's CEO warns that Sinochem's investment threatens the company's integrity. Plus, New Balance expands its US manufacturing footprint.
