China, a global economic powerhouse, has recently unveiled significant reforms in its financial regulatory landscape, setting the stage for a massive expansion in its government bond market. The establishment of the Central Financial Commission, Central Financial Work Commission, and the…
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The economic trajectories of China and Argentina from 2000 to 2022 present a study in contrasts.
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After I assumed the role of Siemens One President in China in 2004, Siemens embarkedon a groundbreaking collaboration with the newly established branch of the Chinese Central Party School (CCPS) in Pudong, Shanghai. This branch, christened the China Executive Leadership…
Read MoreThe Two Triads: A world after the Ukraine war (Part 4: The Chinese Economy)
Contrary to the concerns harbored by skeptics in Washington, military confrontation has not been, and will not be, an integral part of the strategic playbook guiding the key stakeholders propelling China’s industrialization and modernization.
Read MoreThe Two Triads: A world after the Ukraine war (Part 3: USD Dominance with China)
A separation from China would lead Chinese depositors and investors to look elsewhere, effectively ending USD dominance.
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Your wealth is my printed money.
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In which industry segments, where, will the strategic winners of this conflict be?
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Washington is sanctioning USD dominance’s main benefits
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Why Washington’s mistakes do not affect the FED
Read MoreThe cost for America of intervening against China in Taiwan: US$ dominance?
At the moment, the greatest black swan for the global economy and Wall Street is Taiwan.
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