Founder, Difference Group
Apr 28, 2022
The Philippine 2022 presidential election is just days away. The highly popular president Duterte is likely to be succeeded by the “Bong Bong” Marcos and Sara Duterte, who will build on his legacies. The opposition’s proxy campaign has failed.
Mar 22, 2022
After trade wars and the pandemic depression, aggressive sanctions and rate hikes will further derail economic prospects in the U.S., China and worldwide.
Mar 04, 2022
The Russia-Ukraine war was not warranted. Ukrainians despair for peace. Russia needs security. China offers development. But the U.S., NATO and the far-right Ukrainian paramilitaries seek something very different.
Feb 16, 2022
Recently, the IMF downgraded global growth prospects, due to projected slowdowns in the U.S. and China. Negative prospects could be overcome with the right policies, such as trade cooperation. The current ones support stagflation.
Jan 08, 2022
In the past, the U.S. dollar and Chinese yuan used to move inversely. Recently, that has not been the case. The dollar is appreciating, and so is the yuan. Are the bilateral currencies decoupling?
Nov 29, 2021
Overshadowed by U.S.-Sino friction, the 2022 election will be about the future of the Philippines. Old economic elites hope to undermine leading candidates and create a series of U.S.-Philippine military faits accompli before the vote.
Oct 21, 2021
With its internal contradictions, the “Biden Doctrine” is fostering Trump-style China wars, while its military overreach is paving the way to debt crises.
Sep 29, 2021
U.S.-Sino ties plunged during the Trump administration, but the downfall has only intensified since Biden’s presidency. Without concrete policy shifts, the tensions, fueled by defense contractors, translate to arms races and elevated nuclear risks in Asia.
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.