In which industry segments, where, will the strategic winners of this conflict be?
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When I began my Ph.D. research in German macroeconomics in 1989, German economic theory still adhered to the principles of a social market economy, despite the popularity of the Hayekian Freiburg School of Economics—the mainstream of Western economic theory. However,…
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Wall Street may be staring down the barrel of a long-term structural crisis—one rooted not in liquidity or regulation, but in a fundamental decoupling from the real global economy. China now commands the majority share of the world’s most dynamic…
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When President Donald Trump stood in the Rose Garden last week and announced a sweeping 10% tariff on all US trading partners, with individual levies for 60 countries to follow, global markets buckled. Almost overnight, the U.S. tariff rate would…
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Beijing appears to be recalibrating its economic priorities as President Xi Jinping convened a high-profile symposium on the private sector on 17 February. The meeting, held in the Chinese capital, brought together top executives from some of the country’s largest…
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Microsoft’s $80 Billion Bet on AI Infrastructure Microsoft has announced an $80 billion investment in fiscal 2025 to expand its data center capacity for artificial intelligence (AI) training and deployment. In a 3 January 2025 blog post, Microsoft disclosed that…
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When Syrian President Bashar al-Assad visited Beijing in late September 2023, his decision to leave his children in China for their education sparked considerable public interest in the country. Behind this symbolic move lay a stark reality: Assad’s Syria, battered…
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As President-elect Donald Trump prepares to take office, his administration is expected to confront a new norm in US-China relations…
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The recent surge in Chinese stocks, marked by an 8.48% rise in the CSI 300 on September 30, 2024, presents a pivotal moment in China’s growth strategy—one that has likely been misunderstood or overlooked by many in the West. The…
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The 2024 Summer Olympic Games in Paris, a dazzling showcase of French culture and creativity, owed much of their success to China. Behind the scenes, China’s dominance in global manufacturing was on full display, with 80% of Olympic mascots produced…
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Siemens’ complexity management and cross-selling success in Shanghai highlight its growth. Success hinges on strategic innovation and integration, with risks from internal competition and external political factors.
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