Featured Homepage Posts Why China vs the US is the main game for investors Simon Hoyle October 23, 2025
Geopolitics & macroeconomics Beyond the chaos, Trump’s unwitting role in a new equilibrium Simon Hoyle March 20, 2025
Featured Homepage Posts ‘Cold war’ with China the best of all possible outcomes Simon Hoyle November 30, 2023
Geopolitics & macroeconomics Investors can’t afford to ignore China risk: Kotkin Amanda White March 08, 2023
Investments Short-term investment in hydrocarbons needed to avoid possible global recession: Kotkin Meredith Booth April 22, 2022
Geopolitics & macroeconomics Kotkin warns of Ukraine as key geopolitical risk Amanda White March 05, 2022
Geopolitics & macroeconomics Biden’s win repudiates both Trump and democracy doubters: Stephen Kotkin Ben Hurley November 17, 2020
Featured Homepage Posts Avoid picking a side between China and US: Kotkin Sally Rose November 18, 2016