Founder, Difference Group
Jun 25, 2021
America's most valuable $2 trillion company is no longer immune to U.S. geopolitics. Apple's global success is an anomaly to the protectionist Trump-Biden administrations - for all the wrong reasons.
Apr 29, 2021
China’s record 1st quarter performance will accelerate momentum and support global economic prospects. But new trade wars could once again derail global recovery.
Mar 22, 2021
In contrast to the hopes of moderate bipartisan voices, Blinken's China vision builds on the Trump-Pompeo unipolarity, at the expense of U.S. business and American people. The semiconductor debacle is a prelude to the future.
Feb 08, 2021
After four years of US-China tensions, the Biden administration should speed up U.S. economic recovery while restoring bilateral trust with China. That would foster global economic prospects. The reverse would undermine those prospects.
Nov 03, 2020
New estimates on actual COVID-19 cases in 2020 highlight the stark differences between the Trump administration’s unilateral stance, and China’s multilateral approach to overcoming the pandemic challenge.
Aug 16, 2020
According to a new report, US states are the most virus-affected relative to major economies. As COVID-19 has proceeded in two phases, containment failures in the West continue to fuel the pandemic and unleash economic damage.
Jun 05, 2020
The disastrous failure of the Trump administration to contain COVID-19 will result in catastrophic 2nd quarter results. So, Trump is targeting China as the scapegoat while risking his re-election on domestic unrest, fatal geopolitics, and a global depression.
May 08, 2020
Belated COVID-19 mobilization has resulted in massive human costs and huge economic damage. If appropriate science-based medical policies are further ignored, a multi-year global contraction could follow.
Mar 03, 2020
As the Trump White House has sought to politicize the virus outbreaks, vital time has been lost and collateral damage is likely to haunt the administration.
Feb 11, 2020
As the economic outlook for the US, China and the world diminish, the novel coronavirus outbreak may be steadying. Sadly, much of the economic, xenophobic and virus damage stems from lagging cooperation.