Global Forecast (10-25-2021)
A major lapse of the ‘ASEAN way,’ COVID-19 spreads in China , and Evergrande lives to fight another day.
Default Looms as Evergrande Tests China’s Real Estate Sector
The next chapter of the Evergrande saga is set to begin over the weekend.
China’s Belt and Road Initiative and the Indo-Naga Conundrum
Political reconciliation with the Nagas is one of several obstacles in New Delhi’s quest for greater regional connectivity.
Global Forecast (10-18-2021)
China’s growth slowdown, a new ‘Sputnik moment,’ and global stagnation fears amid higher energy prices.
India’s Act East Policy: Warning to China or Flawed Strategy?
Modi’s Act East Policy has boosted naval capacity and morale, but fallen short on overland connectivity and trade promotion.
Biden Sets China Trade Policy Adrift
A long-awaited speech on trade policy suggests there’s no plan as yet regarding the United States’ most important trade relationship.
How Long until the Next Iron Curtain Speech?
Cold War history seems to be repeating, with Eastern Europe now swapped for the Indo-Pacific region. All that’s left is a parallel to Churchill’s iconic speech in 1946.
China’s Coal Crisis: An Economic Own-Goal?
Beijing’s punitive trade measures against Australia are costing Chinese energy producers billions every week, and right when the country needs all of the electricity it can get.
Global Shipping Still a Mess ahead of Holiday Season
Global maritime shipping logjams set to generate inflationary pressure into 2022.
Global Forecast (10-2-2021)
Duterte bows out of politics, Europe’s energy crisis worsens, and the Biden administration prepares to unveil its China policy.