Founder, Difference Group
Dec 18 , 2018
Washington’s contested sanctions and tariff hikes, plus the Fed’s rate normalization, are putting the U.S. dollar at risk as a global reserve currency, while the internationalization of the Chinese yuan is fueling complementary globalization.
Nov 16 , 2018
In the past two years, the Trump administration has started trade wars against China, its major trade partners, and security allies. In the absence of united opposition by advanced and emerging economies, the next target will be the World Trade Organization.
Oct 02 , 2018
As the international community is becoming more aware of the threat the U.S.-Sino trade war poses to global growth, what was originally a bilateral tariff conflict is spreading across regions.
Aug 14 , 2018
The Trump administration’s Indo-Pacific Vision is not an alternative to Chinese and other development initiatives in the Asia Pacific. It is a geopolitical play that is likely to benefit mainly advanced economies. What the Asia Pacific needs is a sustainable, long-term plan for accelerated economic development – not new geopolitical divisions.
Jul 12 , 2018
Criticism is typical of vibrant international media. Yet, prejudiced biases in financial matters have the potential to harm investors worldwide. The Chinese bond market is a case in point. Not only is China’s bond market growing explosively, but it has become diversified and provides broad investment options to both Chinese and foreign investors.
Jun 07 , 2018
As the Trump administration seeks to boost arms sales in Asia, the Shangri-La Dialogue is morphing into a marketing arm of Western arms exporters in Asia.
Apr 09 , 2018
As oil can now be traded with RMB-denominated contracts, the rise of the petroyuan will accelerate the internationalization of the Chinese currency as investors begin to increase their allocations into Chinese financial assets.
Feb 28 , 2018
Now that the White House seeks to turn China’s steel and aluminum overcapacity into a national security matter, America’s new protectionism risks international trade discord.
Jan 15 , 2018
What is going on in Iran? Iran's protests reflect intense debate about new economic policies and priorities, particularly trade-offs between economic development, political consolidation and regional prestige. Escalation suggests U.S. efforts at regime change, as Iran is increasingly looking toward the east and development opportunities with China.
Dec 08 , 2017
Recently, the Trump administration notified the World Trade Organization (WTO) that the United States opposes granting China market economy status at the WTO, an opinion also supported by the European Union. Under the World Trade Organization (WTO) terms, China should have graduated last year to market-economy status.