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Category: China

  • Trade War Between the U.S., Canada, and Mexico

    IntroductionOn February 1, 2025, President Donald Trump announced significant tariffs on imports from Canada, Mexico, and China, marking a pivotal escalation in trade tensions. The U.S. imposed a 25% tariff on all goods from Canada and Mexico, with a reduced 10% tariff specifically on Canadian energy products. Additionally, a 10%…

  • Trump-Modi Relations, China Plus One, and India’s Economic Strategy

    The relationship between former U.S. President Donald Trump and Indian Prime Minister Narendra Modi has been marked by warmth and shared strategic interests. However, beyond the optics of strong diplomatic ties, economic and trade realities present significant challenges and opportunities for India. One of the key issues in the post-Trump…

  • Benchmark of Indian and Chinese Capital Markets.

    China has recently emerged as a surprisingly attractive destination for investors, with its stock market valuation offering significant opportunities. However, this optimism must be balanced against structural challenges. The price-to-earnings (P/E) ratio in China stands at a mere 10, significantly lower than India (23) and the United States (22), signaling…

  • China: The Widening Gap Between Numbers and Reality

    In 2024, China’s economy faced growing challenges that revealed a significant gap between official statistics and on-the-ground realities. While Beijing reported steady growth figures, skepticism about the accuracy of these numbers cast a long shadow over the world’s second-largest economy. With its share of global GDP in decline and structural…

  • The Changing Dynamics of Political Power and Economic Uncertainty

    In recent years, a striking trend has emerged across the developed world, encompassing regions like the United States, Europe, and Japan. The political landscape appears to be undergoing a seismic shift, characterized by the precarious position of incumbents in elections. Historical data and political cycles reveal that if you are…

  • The Real Edge of China: It’s Not Just Cheap Labor – It’s Skilled Labor at Scale

    For decades, the global narrative around China’s economic rise has centered around the idea of cheap labor. Western businesses, policymakers, and economists have often attributed China’s dominance in manufacturing and export-led growth to its low-cost workforce. However, while competitive wages may have played a role initially, this perspective oversimplifies the…

  • India’s Economic Decoupling from China: A Strategic Shift or a Complex Reality?

    In recent years, India has embarked on an ambitious path to reduce its economic reliance on China. This move, often termed as “economic decoupling,” is driven by a mix of geopolitical tensions, self-reliance goals, and the broader vision of positioning India as a global manufacturing hub. However, the question remains…

  • China’s Proposed 10 Trillion Yuan Stimulus

    China’s announcement of a potential stimulus package exceeding 10 trillion yuan has sparked global discussions about its economic significance and implications. Facing economic fragility marked by slowed growth, faltering exports, and weakening domestic demand, this move reflects Beijing’s determination to recalibrate its economic trajectory. However, the scale of the stimulus…

  • China’s Politburo: Charting a New Economic Course for 2025

    China’s Politburo recently unveiled a series of transformative economic policies to combat slowing growth and reinvigorate its economy. For the first time in 14 years, the nation is transitioning to a “moderately loose” monetary policy, coupled with a more proactive fiscal approach. These shifts aim to stabilize key sectors such…

  • The New Face of Globalization

    In recent discussions on globalization, a new narrative has emerged, reflecting significant shifts in trade patterns, economic policies, and global relationships. While traditional globalization emphasized expansive free trade agreements and extensive global supply chains, the current dynamics suggest a more fragmented yet innovative approach to global trade. This blog explores…