facts – however patchy – provide guidance in investment decisions,
performance & risk exposure will be a reality check
Weighing on the cost of car batteries, lithium is a price-setter for electrical vehicles and if much cheaper alternatives prove viable, EVs will come to dominate the mid-range car market, much faster than expected...
Rising relentlessly, EV sales on China's domestic market will be butting heads in 2023 with European demand prodded by environmental concerns, energizing the global supply chain, a challenge and a lifetime opportunity for China's battery- and car-makers
Portfolio optimization under constraints is a functional feature to prod the weaknesses of an invested portfolio with marginal shifts in weights and selection, enhancing diversification
How to evaluate projected investments in a portfolio - their contribution to performance and their impact on exposure to risk and on distribution, both linked to correlation with current portfolio components
Foreign Direct Investments are not necessarily in line with economic interests of the SEA-5 countries - by embracing open-handed commitments in credible partnerships, the super-powers could cement balance, securing growth and stability in South-East Asia
Strength of American trade and long-term investments will buttress a clear narrative of US engagement, balancing China's regional influence. A light touch, more trade venues and new industrial options could be explored to counter US' protectionist bent
Assess trends on Pinindices by charting the segments driving the stockmarket up or down. It might pay to watch the massive divergence between megacaps and small caps in the Total Market 1200 index
Sumo, a highly regimented Japanese sport, is embedded with rituals of mutual respect while China and the US, poking around in the diplomatic rule book without much luck, only seem to know of Sumo's pushing and shoving in the Western Pacific
The projection of Chinese power across the Pacific is a game-changer and a two-pronged strategy, asserting military power behind walls and letting trade flows trickle beyond, across the island archipelagos of the Pacific
To preserve a sense of common purpose within the framework of the EU Single Market, natural gas will have to be recognized as a long-term essential energy source - and not as a temporary band-aid
Losing ground against the US, Germany and France since 2007, poor British productivity is a currency crisis in the making. The gap grows wider, leaving Great Britain thoroughly unprepared for future geopolitical and economic disruptions
Mrs. Truss may have believed that the fabled transmutation of leaden ideology into golden opportunity was for real. No one was convinced and the bad actors of this poor show should be brought to account.
Aggression, once defined as hostile acts by men with guns, has transitioned as countries became dependent on global supply chains and digital communications. Globalization and open cloud-based software offer new venues of attack
To back-up India's neutral payment platform, for-profit complementary'rails' might be called upon to share regulatory tasks... How to rein in the digital titans on the largest global market is on everyone's mind...
The New Umbrella Entities (NUEs) for retail payments - the new Indian regulatory framework - bring together the titans of global social networks, e-commerce and Indian conglomerates - a billion dollar contest (many times over)
Healthcare demand in China is an overwhelming challenge - stretched to the limit by the expectations of a newly empowered middle class and pressured by desperate, impoverished and indebted families
