China
With an Energy and Funding Advantage, is China’s DRAM Machine Unstoppable?
There has been a general surprise that markets have not corrected more in recent months given the historic newsflow in…
The Chinese Memory Tsunami
It is now more than 14 weeks since the US-Israel attack on Iran, and there remains a remarkable lack of…
China’s Energy Endgame: Is Battery Storage Making LNG and Nuclear Obsolete?
This writer is no energy expert. But it is becoming increasingly apparent that energy could become the key factor in…
The Real Sticking Point in China-US Negotiations
The path is set for another Fed rate cut at this week’s meeting on Wednesday following the latest inflation data…
Understanding China’s “Anti-Involution” Campaign
China remains the best example of a country which has not succumbed to the pressure tactics so effectively deployed against…
An Emboldening Trump is a Risk to Future Stock Gains
The US stock market continues to celebrate the AI capex trade while ignoring the tariff noise based on the TACO…
What is the Right Tariff Rate for China?
The IMF-World Bank Spring meeting talking shop in Washington in late April served a highly useful function. It provided the…
Why The Time Has Come to Overweight International Stocks
Whatever the exact trigger, the extraordinarily recent sharp appreciation of Taiwan’s currency, the NT dollar, is perhaps the clearest signal…
US or China – Who has the Stronger Negotiating Position in Trade Talks?
The base case here remains that the US has no leverage over China on the tariff issue, as previously discussed…