China’s Geopolitical Game Plan

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

published on: May 30, 2016

The Next Stage of Globalization

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

published on: Mar 16, 2016

The Geopolitical Imperatives that Shape...

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

published on: Feb 17, 2016

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

Billions of dollars in Chinese investments are flowing into the U.S. to purchase property. This is affecting...

published on: Jan 23, 2016

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,...

Big Trouble for Big China

published on: Nov 17, 2014

According to IMF estimates, China caught up with the United States in terms of GDP this year, on a Purchasing Power Parity basis. What does this...

China's Role in the 21st Century

published on: May 17, 2014

China is in the process of making the transition from an export-driven economy based on low wages to a middle-class consumer economy with rising...

The Global Economy Sorts Itself Out

published on: Mar 22, 2014

As the United States economy regains momentum and the Federal Reserve adjusts its policies, the ripple effects will be felt in capital markets around...

Ready or Not, Here Comes the Post-China World

published on: Oct 8, 2013

China is in the process of transitioning from being the world’s export-driven, cheap-labor manufacturing nexus to a middle-income, consumer-driven...

China's Great Rebalancing Continues

published on: Aug 13, 2013

China is rapidly exiting its high-growth development phase driven by industrial investment and exports. Going forward, it needs to go from an economy...

Managing the Global Water Crisis

published on: Apr 12, 2013

For over a decade, the Trends editors have been watching the global water crisis unfold. The supply-demand situation has been deteriorating in many...

The World's "Most Important" Problems

published on: Apr 12, 2013

We live in an era of widespread national and global despair. Today's problems seem too large, and we seem to lack both the wisdom and resources to...

« Previous Entries Next Entries »