Global Trade
115 Threads
1/7 It is true that the 1930s were a period of beggar-thy-neighbor trade policies and declining global trade that left the global economy collectively worse off, and that this migh...
The US dollar thrives on chaos. When economies collapse and markets panic, the dollar rises stronger than ever. Itโs not magicโitโs the Dollar Milkshake Theory. Hereโs how it wo...
1/4 This WSJ article lays out what is in effect an intractable problem of simple arithmetic. China represents 17% of global GDP and 30% of global manufacturing. Its current growth...
India's Semiconductor Journey (Thread) India lost in semiconductor race in 80s due to some wrong decisions n today India is behind 12 generations in Global Semiconductor race. In...
Indiaโs biggest economic blunder in 21st century. Read on to understand how arbitrary political decisions can stall the economic growth of country without commoners even realisin...
fascinating liberal account of Bidenomics as postneoliberalism. from 'neoliberalism as unleashing Big Finance' to 'when you do neoliberalism you dont lose to capital, you lose to...
Africa must evolve from a consumer-oriented continent to a center of production and manufacturing. Leaders from the global North frequently call African leaders to their capitals,...
Until 1970, Europe dominated the shipbreaking market But because itโs one of the most dangerous jobs, they dumped it on Asians The crazy part? India now accounts for 50% of globa...
Supply chains absolutely are *that* fragile. People look at the last few decades and think that is natural state of things. The last few decades are an aberration. We have a huge...
There is now a bit of pushback against concerns about Chinese overcapacity. That is in part because the notion of overcapacity is itself poorly defined (capacity v domestic demand,...
Another way to put it is China investing in their own production at China size and scale destroys profit opportunity for western businesses. They want China to switch to a consumer...
Djibouti, a small country in the horn of Africa, is a strategic hot spot for the world. Major powers are wooing Djibouti. But why? ๐ฉ๐ฏ๐ค๐ฏ๐ต๐บ๐ธ๐ฎ๐น๐จ๐ณ๐ซ๐ท๐ฎ๐ณ๐ธ๐ฆ๐ท๐บ Thanks to its location. A...
1. These days everyone is talking about decoupling and de-risking, but as is often the case with big economic questions no one has really assessed whether such moves are even viabl...
How reliant is the world on Indian rice exports? ๐งต๐งต Rice is the most eaten food globally with half a billion metric tonnes consumed a year. Global rice prices are at their highest...
@PAstynome Excessive money printing + low interest rates allowed to turn few recessions & depressions into mere hiccups, now it is a very long hangover from this (failed) monetary...
This reflects a flawed understanding of Chinaโs NEV market dynamics: โช๏ธ ~9.2M NEVs were produced in China in 2023 โช๏ธ The vast majority (~8M, or 86%) of these were sold within Chin...
1/23 A long ๐งตon the biggest economic issue not being discussed ... global shipping problems and potential return of goods inflation. Below uses IMF Port call data on shipping tra...
THREAD: around 10 days ago, @mouinrabbani commented that the #Houthis in #Yemen didn't even really need to *hit* any of the ships passing thru the Bab El Mandeb in order to have a...
1/Traffic in the #RedSea is piling up between Sudan and Jeddah waiting for military action. A few days ago I discussed an op-ed in @LloydsList that called for the use of "gunboat...
1/Shipping Giants Pause Red Sea Voyages, Dealing Blow to Global Trade Let's take a moment and break this down. The #Houthi have stepped up attacks against ships that are not c...
1/10 Higher US auto-sector wages mean that the US auto industry becomes less competitive on global markets, at least in the near term. This wouldn't matter if other countries distr...
Here is why you keep hearing about a De-Dollarization but it just never happens. Thread. 1/
Yawn. Movement of manufacturing to less developed PRC interior provinces dwarfs "decoupling" shift to India, Vietnam, Mexico, etc. China's Mexico is inland China. https://t.co/s...
You Need to Know Before Getting Started In Your Forex Journey 3mins Read Openโคต๏ธ https://t.co/2OQw0B0Ihp
