5 Aug, 2022
On 13 July 2022, the FT published this opinion article: No, the global economy is not breaking into geopolitical blocs. Since 2015, I have been arguing that the world is heading for global city-states and a new Hanseatic League. Terms like 'Friend-Shoring' and 'geopolitical blocs' are - essentially - similar. "US Treasury Secretary Janet Yellen has proposed...
30 May, 2022
My question above might be rhetorical. Several articles (eg, WSJ) highlight that foreign investors are fleeing China due to (1) its zero-Covid policy, including factory lockdowns, (2) its transition from pragmatism to ideology, (3) its saber-rattling on Taiwan, and (4) its support for the Russian invasion of Ukraine. A recent Dutch FT article still argued that...
29 May, 2022
Bloomberg title: Biden's Taiwan ‘Gaffe’ Is a Smart Strategy to Deter China Bloomberg subtitle: After years of “strategic ambiguity” it’s high time for clarity on whether the US would defend the island against attack. Opinion by: Hal Brands Date: 24 May 2022 “Once is a gaffe, three times is a policy. During his trip to Asia, President Joe Biden stated, for...
11 Apr, 2022
I never thought that I would be writing this blog. I'm still hesitating. Once it's published then I will have made my final decision. I'm hesitant because of the big words that I'm using (ie, a proxy World War). It's the only way that I can classify what's going on in Ukraine. This is no longer a regional war. Let me start by explaining my choice of words: a proxy...
2 Apr, 2022
Bloomberg BreakingViews title: Foreign cash fleeing China adds insult to injury Bloomberg BreakingViews alternative title: Easy come, easy go By: Pete Sweeney Date: 28 March 2022 "Beijing’s close ties with Moscow may be rattling foreign investors. A study by the Institute of International Finance found that China has been experiencing “unprecedented”...
27 Mar, 2022
GeoPolitical Futures title: How the Ukrainian Battlefield Redefines the World By; George Friedman Date: 22 March 2022 "The war in Ukraine is a humanitarian tragedy to be sure, but that’s not why it has commanded the world’s attention. After all, there are humanitarian crises taking place in Yemen, Syria and other countries as I write this. From a geopolitical...
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