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In this edition of the quarterly Asia Letter, Research Analyst Scott Foster covers China’s efforts to counter desertification, new investments in the semiconductor...
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Trained economists, who have no idea how the Chinese economy works, continue to try to predict events in the world economy, with essentially zero success. You cannot...
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China's imports of core resources have skyrocketed as it stockpiles corn, wheat, soy, oil, copper, and even steel – and strikes new deals to bring additional chip...
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Since China's adoption of the InfoMerc model, the old rules of supply and demand are no longer the primary drivers of price or value. In this issue, we help explain the...
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If the poet William Butler Yeats were writing this week’s issue, he’d say that the world’s economy has “changed, changed utterly.” There is no better lens through which...
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Scott Foster has again captured the early winds of change in Asia, this time as its neighbors shift partially away from China. The free-trade pacts between European...
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In this week's discussion, we'll skip all of the politics (knew you'd like that one) and challenge the black / white Lockdown / Open-up choices being bandied about...
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This week we look at the COVID-19 story, focusing on not what we know but more importantly what we do not know. The epidemic is like a mirror, showing us both good and...
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Here are my Top Ten predictions for 2020, followed by a graded refresher in the "Takeout Window" on last year's calls.
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What the media has decided to call a “trade war” is not a trade war. It’s just a war. It’s a world war often perceived through trade issues but actually based on a plan...
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