Navigating geoeconomic risk in the US stock market
Geoeconomic risk has become a first-order concern for investors. This column shows that domestic US stocks expose investors to substantial geoeconomic risk through firms’ global
Demystifying trade patterns in a fragmenting world
It has been argued that ‘connector’ countries can benefit from trade tensions by bridging the gap between trade blocs. This column examines trade flows of
China’s electronics export juggernaut and lessons for the US
In 2021, China’s electronics exports exceeded those of the other five leading exporters combined. This column analyses the rise of China as a centre for
The ripple beyond borders: Indirect effects of US export controls on Japanese firms
As part of the ongoing US-China trade war, since 2020 the US has restricted the exports of cutting-edge semiconductors from third countries to Huawei. This
