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Beijing focuses on large- tech industry
David P. Goldman and Uwe Parpart analyze China’s” two sessions” meetings, which were focused on technological change more than economic interventions, emphasizing industrial development and self- sufficiency. China’s imports to the global north have increased, indicating a change in global supply chains toward Sinocentric relationships.
Silver, TIPS and Black Swans
According to David P. Goldman, gold and TIPS yields have generally been in tune, but after the US seized Soviet reserves in 2022, stock’s connection with TIPS appeared to have changed, suggesting it may then function as a hedge against US definition. In an otherwise relaxed business environment, investors appear willing to pay a superior for long-term gold hedges against possible crises.
Uncertain lot after a shift to the right in Portugal
Diego Faßnacht assesses the effects of Portugal’s new election, which is indicative of broader trends of right- aircraft rise across Europe. The fall of the right-wing Chega Party, which won 18 % of the ballot, has stifled Portugal’s standard two-party system, leaving both the Conservatives nor Socialists able to form a majority government on their own.
NATO action to strengthen Polish defensive lines
According to James Davis, recent statements by German and French rulers have sparked disagreements within NATO, sparking rumors of a possible American strong action against Russia in Ukraine. As Ukrainians attempt to establish a strong defensive line on the field, other NATO members are cautious and want to prevent an intensifying conflict with Russia.
Chinese tech companies rally, India’s silicon business follows a different way
Scott Foster notes that China’s increased revenue for its semiconductor business, alongside US- led restrictions, has accelerated technology enhancement. In addition, India’s semiconductor sector is expected to grow significantly as businesses invest in its chip ecosystem, providing tech companies with an alternative market in the midst of geopolitical conflict with China.