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
Tag: trump
Iran War: Assessing the Economic Fallout
13 March 2026 The US-Israeli attacks on Iran, and the virtual closure of the Strait of Hormuz, have sent oil prices soaring above $100 per barrel. With the war now two weeks old, I consider some of the economic and financial market fallout. As the consequences will increase the longer the conflict continues, the failure … Continue reading Iran War: Assessing the Economic Fallout
India: Unlocking Its Full Potential
20 February 2026 As long ago as my 2019 blog "India: Long Growth Runway Ahead", I outlined why India's economy and financial markets would outperform China in the coming decade. And, indeed, India has enjoyed the strongest GDP growth amongst all major economies during the past 10 years (Chart below). As a result, India became … Continue reading India: Unlocking Its Full Potential
COP 30: The Planet Doesn’t Do Politics
23 November 2025 The COP 30 summit in Belem Brasil now has concluded. Let's face it, progress on climate change has lost momentum. Not only has Potus 47 ditched America's Net Zero commitment, but leaders from key polluting nations China, India, Russia, and the USA did not attend the conference. In line with the 2015 … Continue reading COP 30: The Planet Doesn’t Do Politics