Tag Archives: China
Vikram Mansharamani: Supply Shifts Could Create 2 Economies
A global supply glut and decrease in demand had already pushed countries towards protectionism. Vikram Mansharamani says COVID-19 poured gasoline on the flames. Read More
Where Has the Global Financial Crisis Left Us Today?
Adam Tooze considered where the global financial crisis has left us, how it has affected politics and geopolitics, and what the prospects are for the world to manage a future crisis. Read More
Where Should Investors Look in Times of Global Disruption?
Geopolitical analyst Peter Zeihan thinks that a disruption in the global status quo has been long overdue. Recent events may be proving him right. Read More
INSEAD Professor: US to Lose Its Place as Top Spot for Venture Capital Next Year
Claudia Zeisberger expects early and late stage venture capital investments in the US will reach US$94 billion in 2019, behind an expected US$102 billion in China. Read More
Looking for an Asset Management Job in Asia? Time to Measure Up
Be prepared to learn — and more importantly, demonstrate — new career competencies when looking for financial services opportunities in Asia. Read More
Chinese Government Bonds: The Elephant in the Room
China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy. Read More
Two out of Three: India and China in the Coming Decade
The global economies expected to shine in the coming decade could mean that a pivot to Asia is a strategic imperative for many investors. Read More
Amy Myers Jaffe: Energy Markets and Musical Chairs
Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today.
What’s changed? Read More
Peak Oil and Runaway China: A Dangerous Combination of Memes
A pair of memes, working in concert, created a dangerous scenario for energy investors who thought that this time would be different. Read More
Five Essential Issues for Financial Professionals in the Year Ahead
New investment platforms and technological advances are changing the work of investment professionals and transforming investment paradigms. Read More