As the Trump administration is expanding trade wars, which could derail global recovery, the White House is targeting Chinese innovators thus fostering US national champions under the pretext of ‘national security.’ Q2 2020 hedge fund letters, conferences and more In the early 2010s, an aspiring Chinese internet entrepreneur Zhang Yiming launched...
The novel coronavirus is exploding in the US and Europe, due to complacency and inadequate preparedness. The escalation will translate to debt explosion, which will further complicate and prolong the fight against the virus globally. Q4 2019 hedge fund letters, conferences and more As the COVID-19 challenge moved from imported cases...
Despite US tariff wars, Chinese economic prospects remain in line with 2019 expectations and are likely to prevail in 2020, due to deleveraging and structural reforms. Q3 2019 hedge fund letters, conferences and more A year ago, I projected that in 2019 Chinese GDP growth could achieve 6.2% in full-year...
Since 2018, Trump's trade wars have made US trade deficit only worse, while hurting the poorest economies the most and penalizing global prospects. Q3 2019 hedge fund letters, conferences and more According to the new IMF outlook, global growth is forecast at 3.0% for 2019. That’s the lowest since the global...
Two decades ago, the BRIC economies were projected to surpass the advanced G6 economies by the early 2030s. Today, the huge potential of the BRICs prevails, but the pace has slowed and country trajectories have diverged. China and India are on track, Brazil and Russia are not, thanks to...
On Monday, Alibaba’s Single’s Day broke all records. Chinese consumption and ecommerce signal not just continued resilience but evident strength. Q3 2019 hedge fund letters, conferences and more geralt / Pixabay By 5 pm on Monday Alibaba Group had already broken last year’s record of $31 billion. And at midnight, the new...
The rise of the Shanghai Import Expo reflects China’s huge transformation from world producer and cheap prices to world consumer and innovator. Q3 2019 hedge fund letters, conferences and more Speaking at the second China International Import Expo (CIIE) in Shanghai, Chinese president Xi Jinping pledged China will stimulate increased imports,...
Despite trade wars and geopolitics, Chinese economic growth shows resilience. So why is there a deep gap between the third-quarter data and gloomy international headlines? Q3 2019 hedge fund letters, conferences and more skeeze / Pixabay After the release of third-quarter data, The Wall Street Journal headline sounded a warning: “China’s economic...
In recent weeks, intellectual property (IP) disputes have caused friction between Washington and Beijing. Will that friction spark a global trade war? Q1 hedge fund letters, conference, scoops etc Tumisu / Pixabay In mid-August, President Trump asked U.S. Trade Representative Robert Lighthizer to open an investigation into China's intellectual property (IP) practices....
Abstract: With high growth rates during the past two decades and the largest trade surplus with the United States, China is the primary target of the U.S. trade war efforts. Tariffs are the first shot in bilateral tensions that are multilateralizing and injuring global economic integration, coupled with ever...
A decade ago, globalization peaked. Today, it remains in the doldrums. Consequently, the Trump trade wars take place at a historical moment, when globalization may further stagnate or even fall apart. On Friday September 7, President Donald Trump threatened to impose tariffs on $267 billion in Chinese goods, on top...
Trump tariff wars are entering a new, far more dangerous phase. As the White House is expanding its tariff wars, collateral damage is about to spread from goods to services – much of it in the U.S. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless...
This is the first of a three-part series. In less than two years, the Trump administration has undermined more than seven decades of U.S. free trade legacies. That is both a reflection of and a catalyst for the further erosion of globalization. Yet, these trade wars did not come out of...
According to BRIC projections, the economic power of the BRICs is on the rise. But the other side of the coin is equally interesting. Among the G6 countries, US economic power is increasing at the expense of Europe and Japan. Get The Timeless Reading eBook in PDF Get the entire 10-part...
As the Trump administration seeks to boost arms sales in Asia, the Shangri-La Dialogue is morphing into a marketing arm of Western arms exporters in Asia. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on...
Today, global dominant media is often exploited as a tool of coercive diplomacy. The recent Time commentary on the Philippines president is a case in point. The real story is behind the story. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? By Time...
ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.
It’s THE resource for value investing and hedge funds. 
And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.
