Oh Canada!: Coping With Trump 2.0

Trump 2.0's aggressive trade and foreign policies have sent nations scrambling to adjust. Canada has been one of the US administration's top targets. Many world leaders, hoping America's new approach would be temporary, have sought to appease POTUS47. However, Prime Minister Mark Carney understood quickly a New World Order was replacing the post-WWII system. Borrowing … Continue reading Oh Canada!: Coping With Trump 2.0

China: Beggar-thy-Neighbor Policy Creates Risks

30 January 2026 Even if one doesn't trust China's data, there's no doubt the economy has proved surprisingly resilient, despite the Trump 2.0 tariffs. And, the outcome of recent Sino-US trade negotiations indicate they enjoy considerable leverage in future talks, given America's current dependence on Chinese rare earth materials. As the Year of the Horse … Continue reading China: Beggar-thy-Neighbor Policy Creates Risks

Emerging Markets: Has the Time Come?

28 January 2024 At last year's BRICS Summit in South Africa, national leaders were all smiles; ushering in what they believe will be a more influential era for the Global South. Emerging market investors, on the other hand, have had little to celebrate, as EM markets have dramatically underperformed during the past 15 years -- … Continue reading Emerging Markets: Has the Time Come?