Deglobalization Round-Up: August 11
August 11, 2023Global law firm Dentons splits off its China unit, Russia freezes Goldman Sachs's assets, and supply chain costs are dropping—but they likely won't return to pre-Covid, pre-war levels. Plus: TSMC will build factory in Germany.
How America’s Aerospace Industry Built China’s and a Market-Based Solution
April 18, 2023China is positioning to squeeze international incumbents out of their markets – by leveraging their technology. Corporate leadership should be held accountable for a business model of self-destruction; footprints in and partnerships with China in strategic sectors should be treated as a liability.
Deglobalization Round-Up: January 13
January 13, 2023Will deglobalization be the defining trend of 2023? Moves by Apple, restrictions on Tesla, retaliation from China, and incentives in South Korea all suggest the answer is a strong yes.
The Week That’s Done: September 18
September 18, 2022Inflation is up and FedEx is down: US economic indicators have alarm bells ringing – while Latin America faces triple digit inflation and energy crisis pushes Europe to full-on intervention. Plus: Tesla walks the US-China tightrope; coal prices soar while oil production drops, and a decision point nears for metals markets.
