The Tide of History Changes Everythin...
The Cold War forces that defined the past 75 years have evaporated. A new era has dawned. What does this mean for the...
Big Brother is Alive and Well in Chin...
As growth has slowed, China has become obsessed with maintaining political and social stability. For the first time...
A New Political Era Begins In China
China has recently centralized power to an extent not seen since it joined the global economy. What’s driving this...
Business in the New Era of Globalizat...
As explained in previous issues, globalization is evolving to meet the needs of an ever-changing world. What does...
China Seeks to Unleash Africa’s Potential
published on: Jun 24, 2017
Since the 1980s, Eastern Europe, Asia, and Latin America have rid- den the globalization tsunami to higher standards of living. China in particular...
China’s Day Never Came
published on: Apr 15, 2017
As India prepares to ride the next wave of industrialization and the United States prepares for a new round of techno-economic leadership, China...
The Declining Cost of Distance
published on: Mar 15, 2017
For centuries, the cost of distance has determined where businesses produce and sell, where employers locate jobs and where families choose to live,...
America’s Coming Trade Confirmation
published on: Mar 15, 2017
Global trade is entering a new era in which America’s role in the world shifts. What changes are ahead? What are the implications? What will...
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...
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