Commentary / World Oct 29, 2020

Can China’s COVID-19 recovery continue?

Unlike previous recoveries, fixed asset investment in the private sphere is rising while growing at a slower pace in the public sector.

Commentary / World Oct 15, 2020

China is loading up a five-year warning shot to the U.S.

Beijing knows it needs to push its way up and out of a grim economic reality. That should be a worry for competitors aiming at the same space as Chinese companies.

Commentary / World Sep 30, 2020

How Harley-Davidson lost its rumble in India

India hasn’t been an easy market for Harley, where it’s had an assembly plant for a decade and only sells a few thousand bikes.

Commentary / Japan Sep 15, 2020

Abe's successor timed entrance perfectly, as tide turns for Japan

Suga’s track record is promising. Earlier this year, as the risk of having supply chains in China became apparent, he came out in support of diversifying.

Commentary / World Sep 9, 2020

Trillions of dollars in green recovery flashes amber in market rout

A lot rides on Joe Biden’s climate change plan. Victory for the Democratic could take the global tally for environmentally friendly projects to as high as $7 trillion.

Commentary / World Sep 1, 2020

The big China disaster that you're missing

Climate change is bringing more frequent and intense deluges that threaten the economic heartland, and previous infrastructure defenses can’t keep up. There’s very little time to prepare for what’s coming.