Alternative Investments… The United States, China, and the Race for Climate Technology Dominance 5 Jun 2026June 2, 2026 The race for climate technology dominance is a struggle over the next architecture of industrial power. Solar panels, batteries, electric vehicles (EVs), grid software, critical minerals, electrolyzers, heat pumps, carbon…
Asset Allocation… America First Investment Policy 6 Mar 2025 The "America First Investment Policy," introduced by the Trump administration on February 21, 2025, aims to reshape the U.S. approach to foreign investments by balancing openness with national security considerations.…
Emerging Markets Rising COVID-19 Infections in China in March 18 Mar 2022October 31, 2024 The COVID-19 infections in China have increased dramatically in March and may continue to rise in the coming days. Shenzhen, Dongguan, and Changchun, have been locked down for over a…