China Seeks to Unleash Africa’s Poten...

Since the 1980s, Eastern Europe, Asia, and Latin America have rid- den the globalization tsunami to higher standards...

published on: Jun 24, 2017

China’s Day Never Came

As India prepares to ride the next wave of industrialization and the United States prepares for a new round of...

published on: Apr 15, 2017

The Declining Cost of Distance

For centuries, the cost of distance has determined where businesses produce and sell, where employers locate jobs and...

published on: Mar 15, 2017

America’s Coming Trade Confirmation

Global trade is entering a new era in which America’s role in the world shifts.  What changes are ahead?  What are...

published on: Mar 15, 2017

India’s Coming Economic Surge

published on: Nov 15, 2016

In the first half of the twenty-first century, India will boast a unique combination of youth, scale, and compatibility with the rest of the...

China’s $5 Trillion a Year Growth Opportunity...

published on: Oct 15, 2016

China’s economic emergence since the early 1980s represents an unprecedented story of success.  However, its debt-fueled investment economy,...

The New Era of Digital Globalization

published on: Jun 15, 2016

Even as other aspects of globalization have stagnated since 2008, global data flows have expanded rapidly.  What is digital globalization?  How and...

China’s Geopolitical Game Plan

published on: May 30, 2016

Today China faces unprecedented challenges as the world economy is transformed by technology, demography, and human behavior. Some expect China to...

The Next Stage of Globalization

published on: Mar 16, 2016

Beginning in the ‘80s, globalization transformed the world, driving foreign policy, corporate strategy, and economic growth. However,...

The Geopolitical Imperatives that Shape China...

published on: Feb 17, 2016

The priorities of every nation-state are shaped by its geography and demography. In prior issues, we’ve examined how these factors have shaped...

A Tidal Wave of Chinese Cash Is Hitting the U...

published on: Jan 23, 2016

Billions of dollars in Chinese investments are flowing into the U.S. to purchase property. This is affecting commercial real estate (as Chinese...

The Return of Vertical Integration

published on: Jan 23, 2016

In recent decades, the trend has been toward vertical disintegration: Instead of trying to control all of the upstream and downstream activities in...

How China Will Shape Global Innovation

published on: Dec 19, 2015

Over the coming decade, China will mature as an economic superpower and will shape global innovation. Today, we already see China’s shift away from...

China’s Disruptive Transition Continues

published on: Oct 19, 2015

Just when North America transitions into the next phase of the Fifth Techno-Economic Revolution dominated by IT and cheap energy, China faces an even...

China at the Crossroads

published on: Aug 15, 2015

Since World War II, the only large economy to make the leap from poverty to affluence is South Korea; successful microstates like Singapore are too...

The Great Chinese Tech Stock Bubble

published on: Jun 23, 2015

Chinese Internet stocks are trading at staggering P/E ratios that surpass the "irrational exuberance" of the U.S. dot-com bubble 15 years ago. What's...

Business in the Era of Geo-Economic Warfare

published on: May 13, 2015

Increasingly, battles between nations are being fought using economic weapons such as sanctions, trade agreements, and business alliances. Why is...

Understanding the Character of Success

published on: Feb 17, 2015

Today, global competition and automation threaten the livelihoods of Americans more than ever. At the same time, the gulf between the "successful"...

China in Transition

published on: Feb 17, 2015

Since China emerged from economic isolation in 1978, it has grown to become the second largest economy and the world's leading manufacturer. In 2015,...

Disrupting the Global Energy Industry

published on: Jan 17, 2015

We expect to see disruptive innovation transform the economics of industries that depend directly on infotech and biotech breakthroughs. However,...

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