us-china relations

China's Stock Market Reversal Prediction

The recent prediction from Morgan Stanley about a major reversal in China’s stock market has sparked considerable discussion in the investment community. This forecast deserves careful analysis, considering both its timing and underlying rationales.

Jan 15, 2025 china stock market, jpmorgan, market reversal, us-china relations, economic stimulus

US Chip Sanctions: A Strategic Miscalculation

The dynamics of the US-China semiconductor competition have taken an interesting turn with US Commerce Secretary Gina Raimondo’s recent remarks characterizing attempts to block China’s technological advancement as “a fool’s errand.

Dec 28, 2024 semiconductor industry, us-china relations, technology export controls, geopolitical competition, sensitive technologies

US Chip Sanctions: A Strategic Miscalculation