Category: China
The AI War: China’s Sputnik Moment?
It’s a stunning development. Has DeepSeek fired a shot across Silicon Valley’s bow? Well, here are 2 critical facts that the mainstream media aren’t telling you.
American Energy Boom: Warren Buffett’s Big Bet
The oil-and-gas industry in the United States is experiencing an incredible rebirth. Is this creating an opportunity for investors to buy into value?
American Wallet vs Chinese Wallet: Who Wins?
America’s growth engine is surging. Meanwhile, China’s growth engine is sputtering out. Here’s what it means for the immediate fortunes of both nations.
The White Swan: What You Might Be Missing in 2025
Economists love making forecasts. Unfortunately, they have a history of bungling them. Here’s why investors looking for prosperity are better off being contrarian.
Portfolio Update: December 2024 — Opportunity from Venice
It’s been a extraordinary 12 months. As we wrap up the final investment stretch of 2024, let’s take a bird’s-eye view of the global opportunities ahead.
3 Critical Metals: What’s the Outlook for Investors?
Commodities have always been driven by boom-and-bust cycles. Could this be the next high-impact trend in mining that will define the next 10 years?
Lithium Stocks: Boom or Bust?
Once upon a time, lithium was seen as a small-cap superstar. Then, without warning, prices fell off a cliff. Is it possible that this sector could make a comeback?
Dark Knight: The Truth About the US Dollar
Are you doomscrolling? Consuming too much bad news in the media? Well, the perfect antidote can be a dose of common sense.
Chinese Gold: An Urgent Trend?
The Chinese have fallen out of love with property. They are now flocking to gold. What impact will this have on the wider economy?
Taiwan: Rolling the Dice?
Tensions between China and Taiwan have been brewing for over 70 years now. We go behind the headlines and reveal the unspoken truth.
Fast Track Pharma and a Commodity Bull Market
Is this the time for courage? We’re taking a look at two trends: healthcare and mining. Which is set to make a bigger splash globally?
Rare Earths: A New Balance of Power?
Electronics. Energy. Defence. Critical metals are urgently in all these areas. Here’s why a new cycle for mineral mining is about to begin.
Incredible India: An Incredible Emerging Market?
Forget the Chinese. You should watch the Indians instead. Here’s why this dynamic nation has become the fastest-growing major economy in the world.
The New Renaissance: RIP Woke
The next cultural uprising is on the cards. But this time, socialism is on the retreat. Here’s why conservatism has become fashionable in the West again.
AI: The Next Secular Bull Cycle?
Ask yourself: could more things happen in the next 20 years than the last 200? Here’s how robotics and automation might transform our social landscape.