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: July 21
July 21, 2023HP is shifting production away from China, while AMD wants to rely less on TSMC. Meanwhile, Moscow seizes the assets of Danone and Carlsberg, a US Congress panel examines US VC deals with China, and lawmakers scrutinize the Ford-CATL tie-up. Plus, the rise and fall of Globocorp.
The Week That’s Done: Chinese takeovers, Sequoia splits
June 11, 2023Italy is reckoning with Chinese corporate influence — but damage can be hard to undo, and interventions now can prove too little too late. Just ask Pirelli. Meanwhile, Saudi Arabia’s production cut sweetens business for some and slashes profits for others, Sequoia splits three ways, and China flirts with deflation. Plus: more West Coast port uncertainty.
