Three globalisation shocks could hurt China and help India
The global shocks have proven to be particularly damaging for China because they have come on top of an ongoing, secular loss of competitiveness.
2y ago
The Year of the Renminbi?
When the billionaire investor Ray Dalio recently predicted that the Chinese renminbi will become a global reserve currency, the world took notice.
3y ago
End of ideological convergence threatens economic convergence
For an all-too-brief period between the late 1980s and the late 2000s, the world was characterised by convergence, both ideological and economic. The West and the Rest agreed that an open liberal order was the best way to increase prosperity. Now, however, this ideological order threatens to unravel, with adverse consequences for the world economy.
5y ago
August 20, 2022
Three globalisation shocks could hurt China and help India
The global shocks have proven to be particularly damaging for China because they have come on top of an ongoing, secular loss of competitiveness.
January 24, 2021
The Year of the Renminbi?
When the billionaire investor Ray Dalio recently predicted that the Chinese renminbi will become a global reserve currency, the world took notice.
August 1, 2019
End of ideological convergence threatens economic convergence
For an all-too-brief period between the late 1980s and the late 2000s, the world was characterised by convergence, both ideological and economic. The West and the Rest agreed that an open liberal order was the best way to increase prosperity. Now, however, this ideological order threatens to unravel, with adverse consequences for the world economy.
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