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Semiconductor
ASML hit with new limits on chip gear exports to China
This additional step, like the export control policy, is country neutral
June 30, 2023
US-China trade war
US to begin review of tariffs on US$300 billion of China imports
"I don't think they’re in love with the policy, but they're kind of stuck with it."
March 06, 2022
1000th issue
How the world became dangerous again
The complexion of this brave new world will ultimately depend on the choices that humanity makes in the face of global challenges.
September 02, 2021
Global Economy
Briefs: MAS extends swap facility with US Fed, UN says trade wars cost 3-5 years of global value chain growth
These are the highlights in the news this week.
June 18, 2021
China Focus
Implications of an increasing anti-China stance for investors
The hardening of an anti-China stance has significant implications for investors, and not just from the Western perspective.
June 18, 2021
Global Economy
Could a capital spending surge be the next surprise for the world economy?
Recovered parts of the global economy will see a vigorous new capital spending cycle that'll raise economic growth: Manu Bhaskaran
June 11, 2021
Geopolitics
New Cold War, or new frontlines?
Will President-elect Biden repair all the damage to US-China ties he will inherit from Trump? Not quite.
December 24, 2020
US-China trade war
America should rewrite the China trade contract
Biden should have no illusions: China is too important to ignore, but the challenge it presents defies easy solutions.
November 27, 2020
Broker's Calls
Analysts mixed on Hi-P International on 'continual improvement in ESG factors' and 'M&A-driven growth'
Shares in Hi-P closed 1 cent lower, or 0.9% down, at $1.13 on Oct 5.
October 05, 2020
Emerging Markets
Can China save EMs again?
Investors should invest in gold as a hedge and invest in South Korean equities, while avoiding EM sovereign bonds due to low yield.
August 28, 2020