Category: China
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.
The End of China? Here’s Why the Dragon Is Falling
Once upon a time, everyone believed that China would overtake America. But surprise, surprise. The Chinese economy is now fading, even as America accelerates ahead.
Portfolio Update: January 2024 — A New Cycle Begins
We’re now entering the second year of a bull market. Is a quantum shift in wealth about to happen? Here are six strategic events that we’re watching closely.