Jan 16, 2023

The tone of the German chancellor’s recent article in Foreign Affairs is on the dovish side — more positive than negative about China-Germany relations. It clearly shows a desire to improve the relationship. However, no one has the final say in a German government rife with conflicts. Only time will tell.

Dec 17, 2022

Members of the European Union have not taken kindly to the U.S. Inflation Reduction Act, which tilts the business playing field against them. Subsidies are encouraging some businesses to move their operations to North America, and the political heat is palpable.

Nov 10, 2022

With the terms “invest,” “align” and “compete,” America’s intent is clear — and it is not benign. The National Security Strategy does not hide the fact that the U.S. wants to suppress China and maintain its hegemony.

Sep 02, 2022

The European Union will see sanctions through regardless of cost. Meanwhile, it is feeling the backlash. As pressure continues to advance, the trouble will ferment, eroding their resolve. Will the EU be able to tough it out? That’s anything but certain.

Jul 25, 2022

A peaceful resolution may be achieved in Ukraine but only under certain conditions - ones which don’t appear to be materializing any time soon.

Jun 15, 2022

Six factors suggest that the IPEF will not succeed: meager benefits for developing economies, new and unpopular commitments, disproportionate benefits for the U.S., vague negotiating plans, uncertainty of the framework’s survival under a new American administration and skepticism by U.S. allies.

Mar 28, 2022

Punishments of Russia cut both ways for the West and may even be self-defeating. The European and U.S. economies are suffering a backlash in rising energy prices, shrinking corporate profits and inflation-induced economic hardships.

Jan 19, 2022

The United States has rejected some Russian proposals, but the door is not closed on dialogue. The U.S. says Russian military accommodation along the Ukrainian border will help foster strategic compromise.

Dec 20, 2021

Both the United States and Iran want the other to make the first move. But even if the Biden administration were to lift sanctions tomorrow, international investors will not return to the Iranian market quickly. They fear a new Republican administration in the U.S. will scuttle the program again.

Oct 11, 2021

Some in India are advocate an American alliance to counter China. But such an alignment would be contrary to India’s founding principles of autonomy. It would also erode India’s standing in the BRICS and SCO groups and damage its relations with Russia.