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May 12, 2025
Markets surge and dollar bounces on tariff pause announcement in Geneva but the trade war detente could be fleeting
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Apr 29, 2025
Old assumption that South Asia’s armed conflicts can be contained without wider market fallout no longer holds
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Apr 15, 2025
The financial decoupling between the United States and China is no longer a distant threat. It is here, formalized, accelerating, and profoundly disruptive. For investors,...
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Apr 7, 2025
China’s tough response to Trump’s tariffs shows Beijing willing to endure short-term pain over accepting long-term disadvantage
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Mar 5, 2025
China’s announced 5% GDP growth target for 2025 is not impossible but will require a level of economic vitality that just isn’t there
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Feb 5, 2025
Trump’s tariffs on Canada, Mexico and China make US a less reliable partner, opening the way for China to lend a stable helping hand
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Jan 27, 2025
DeepSeek’s breakthrough AI model is more than just a technological leap; it’s a strategic victory for China
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Jan 3, 2025
China’s latest export controls on 28 US companies shows Beijing is willing to fight Trump’s fire with fire
