China Shock 2.0 jolts global economy as Trump does Xi’s work
TOKYO — On top of the tariffs, wars and inflation upending the global economy, US chieftains are grappling…
Hainan Free Trade Port is the future of globalization
For decades, globalization was widely accepted as an almost inevitable trajectory. The more open an economy, the prevailing…
The rising risk of China turning Japanese
The world today is witnessing an unsettling sense of economic deja vu. Beneath the gleaming skyline of Shanghai…
When Trump’s bluff meets reality on Iran
Another US-Iran crisis, another round of carrier deployments and ultimatums, another set of predictions about imminent warfare. Yet…
China moving early as confidence in US debt frays
China is urging its biggest banks to curb their exposure to US Treasuries, a calculated intervention in the…
Economic nationalism giving rise to a zero-sum world
The world we inhabit today bears little resemblance to the one imagined by the architects of the global…
First and second largest economies in charts and figures
One is the loneliest number that you’ll ever do.Two can be as bad as one.It’s the loneliest number…
Hong Kong is China’s most underestimated strategic asset
It has become fashionable in some circles to speak of Hong Kong’s decline. The narrative is familiar: geopolitical…
Why Goldman Sachs is so optimistic about China
TOKYO – Something very few political wonks saw coming in 2025 was the extent to which China would…
Next financial meltdown could be much worse with US on sidelines
This is the second in a two-part series. Read part one here. Globalization has always had its critics…