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China vs the rest - Materials, Agriculture and Energy
Geopolitical struggles directly impact investment outcomes in commodities.
- Date published
- 15 Jan 2021
- Tag
- Trade Wars
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China vs the Rest – Technology is a key battleground
The showdown between the US and China continues to dominate every facet of policymaking and technology is viewed by both sides as critical to the geopolitical struggle.
- Date published
- 16 Dec 2020
- Tag
- Trade Wars
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China vs the Rest - Geopolitics
If the US and China cannot find a workable arrangement that supports the normal functioning of the international system, they will each line up their respective teams.
- Date published
- 1 Dec 2020
- Tag
- Trade Wars
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US vs China over Hong Kong
Monitoring the escalation of the confrontation between the United States and China over the last few years has felt like watching a slow-motion train crash. The negative implications of the trade wars for both sides are obvious for all to see.
- Date published
- 2 Jun 2020
- Tag
- Trade Wars
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Struggle for oil market supremacy
The confrontation is being billed as Saudi versus Russia, but they both want to knock out a common irritant: US shale oil producers, who they feel have had a free ride (with free money) while the two heavyweights have taken the pain of price
- Date published
- 11 Mar 2020
- Tag
- Trade Wars
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What Currency Manipulation?
In another historic move, the US Treasury has reversed its designation of China as a currency manipulator, after only four months. It sounds important, but it is essentially more meaningless theatre for investors...
- Date published
- 16 Jan 2020
- Tag
- Trade Wars
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The US-China Phase I trade deal – Much ado about nothing?
The US – China trade war has now been escalating for 32 months. Investors are fatigued and worried about the implications for global economic growth. Their weariness is evidenced in a decreasing level of interest in the detail and heightened focus
- Date published
- 18 Dec 2019
- Tag
- Trade Wars
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The US-China mini trade deal – Castles in the air?
The trade war launched by the Trump administration in April 2017 has been remarkable in its apparently chaotic and visceral escalation, especially the struggle with China.
- Date published
- 31 Oct 2019
- Tag
- Trade Wars
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The Thucydides Trap – Is it real?
There is now a well-established school of thought in both academia and in foreign policy, according to which the United States and China are now in their own modern-day version of the Thucydides Trap.
- Date published
- 2 Oct 2019
- Tag
- Trade Wars
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Opening up another front: Capital Markets
Investors appear to have gradually become numbed to the seemingly endless flow of tweets and leaks from the White House and the ensuing furore over trying to interpret soundbites, but this is one that should be taken seriously.
- Date published
- 2 Oct 2019
- Tag
- Trade Wars
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Trade – an eye for an eye
We have bec8597ome accustomed to seeing trade and tariffs being weaponised, as they have been increasingly treated as tools to help deliver policy objectives...
- Date published
- 31 Jul 2019
- Tag
- Global