International Relations


How Realistic Are Peaceful US – China Supremacy Transition Scenarios?

As mentioned rather frequently here at, pretty much any intellectually honest market observer with a firm grasp on the very basics in terms of arithmetic can determine that more likely than not, it is only a matter of time until China surpasses the United State, at least in terms of nominal GDP. Furthermore, as


Is China or the West Better-Positioned to Recover Economically After the 2020 Shock?

On more than one occasion, China’s successful containment measures have been presented as a significant victory, oftentimes in stark contrast to the manner in which the proverbial West has tackled the COVID-19 problem. Compared to China, it goes without saying that the West has been slower and less firm to react, with the costs proving


Can China “Print” Its Way to Prosperity? What About… Everyone Else?

In a previous article, we have explained that despite what some economists claim to be a “new paradigm” of central banking, there is a limit as to just how low interest rates can go. Simply put, while savers are willing to tolerate low or even slightly negative interest rates for reasons which range from convenience


The Political Implications of the Covid-19 Pandemic in China and Elsewhere

We will be brutally blunt right from the beginning: those who assume the COVID-19 crisis will not change the worldwide political landscape dramatically are deluding themselves. From causing problems directly to making already-existing ones crystal clear, a calamity such as the one which affected humanity in 2020 cannot simply go by consequence-free politically speaking. Let


The “End” of Globalization? A Chinese Perspective

Pretty much any intellectually honest observer who has been keeping a close eye on geopolitical developments since at least 2016 can confirm that globalization hasn’t exactly been on a popularity increase spree. From let’s call them victories of isolationism such as the 2016 Brexit vote and the 2016 US elections to shocks such as the


China in the Context of Increasingly Adversarial International Relations

A worldwide calamity brings out the best and worst in both people and… well, nations as geopolitical actors. Unfortunately, the COVID-19 pandemic has done quite a bit when it comes to the latter in both cases, with nations acting in such an adversarial manner in many instances that the very foundation of international trade risks


U.S. Social Media Companies and China

In a world that is growing more and more connected every day, it’s interesting to take a look at all of the different relationships between countries and private companies. Above others, the one industry that arguably leads in terms of influence is represented by, as many have most likely guessed… the social media sector. Social


(Why) Did China Handle the Coronavirus Situation Better Than the West?

Even when it comes to the worst calamities, pandemics included, the dust does eventually settle and once that happens, observers as well as (or especially) decision-makers need to put their rational thinking caps and dissect what happened over the past months in a manner as void of emotion as possible. What went wrong? What was


Will China Lead or Follow in Terms of Fiscal Stimulus?

Prior to the 2020 developments, many experts were perpetuating a “normalization” narrative, from the normalization in terms of interest rates (which many assumed would continue representing the status quo) to even scenarios which involved at least some kind of a Federal Reserve balance sheet reduction. Needless to say, with the benefit of hindsight of course,


Trade Relations Between the U.S. and China, Summed Up

The United States and China are the two top players when it comes to global trade. The United States currently sits at #1 in terms of nominal GDP. However, gaining speed behind them at #2 is China. It goes without saying that the trade relationship between these two countries has global repercussions. This is especially