China, the world’s leading consumer of natural gas, diversified its energy imports last year enough to reduce its risk exposure…
Read More »Ukraine war
Attentive readers will know that a year ago I laid out five myths, or dominant but misleading investment narratives, that…
Read More »With the return of the highly unpredictable Donald Trump as US president in January next year, how should one manage…
Read More »With the impending return of the “America first” president Donald Trump to the White House, some advocate that Beijing and…
Read More »The disruption compounds supply chain challenges worldwide that have, since Covid-19, dramatically raised freight rates, forced changes in supply routes,…
Read More »Finland, once a major transport hub linking China and Europe, has lost much of its allure since severing transit links…
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