Founder, Difference Group
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.
Nov 15 , 2017
Trump’s grueling 12-day Asia tour was a quest for mega deals. But as U.S. policies in Asia are shifting, a stress on competitive U.S.-Chinese visions neglects a historic bilateral opportunity to redefine global integration.
Sep 18 , 2017
As the US policy strategy has failed in the Korean Peninsula, ominous scenarios cast a shadow over the region - and the chance for peace.
Sep 08 , 2017
Recently, the world has witnessed larger typhoons and bigger hurricanes in size and frequency. As climate risks are escalating, efforts to contain collateral damage are eroding. What is needed is joint U.S.-Chinese climate leadership.
Aug 11 , 2017
As the Islamic State is collapsing in the Middle East, it needs wins elsewhere. Southeast Asia is Jihadi terror’s new battlefront. In order to contain the terror and sustain the Asian Century, new kind of cooperation is needed between the ASEAN, the U.S., China, and other major powers in the region and the Middle East.
Jul 25 , 2017
After the U.S.-Sino Comprehensive Economic Dialogue, trade issues are alienating not only China and America’s NATO allies – but its NAFTA partners, Canada and Mexico.
Jun 30 , 2017
The new rapprochement between Brussels and Beijing involves converging economic interests between Europe and China – and diverging strategic interests between Europe and America. While the shift was conceptualized as a reaction to a policy vacuum created by Trump, in reality, the ties between Brussels and Beijing have grown steadily since the 1990s, even when U.S.-Chinese ties have fallen under pressure.