Founder, Difference Group
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.
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.