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#old-topic-momentum
121 articles
U.S. Technology Dominance
As the United States strengthens its grip over the technologies the world increasingly relies on—most critically, advanced semiconductors—other countries find themselves in a position of dependence that threatens their sovereignty.
26 Aug 2025
World Defies Turbulence
Despite a historic surge in tariffs this year, the global economy has demonstrated an unexpected strength, confounding predictions of a sharp slowdown.
23 Jul 2025
Made In China 2025
Rolled out a decade ago, the plan was aimed squarely at transforming China from a low-cost assembly hub into a high-tech industrial powerhouse.
01 Jun 2025
The Consumer Rules the World
The United States retains a powerful edge in the global economy for one simple reason: it consumes.
10 Apr 2025
DeepSeek, A Turning Point?
DeepSeek, a startup founded in 2023 by Liang Wenfeng, is challenging industry giants with a bold claim: their large language models (LLMs) deliver performance comparable to the best in the market—at a fraction of the cost.
27 Jan 2025
U.S. Money Managers Win Big
The global asset management industry is undergoing a profound shift as US-based financial giants dominate the UK and European markets.
17 Dec 2024
Big Tech's AI Spending Surge
Big Tech's capital spending is projected to surpass $200 billion this year, with further increases anticipated in 2025.
13 Nov 2024
Office Slump Might Be Over
As companies increasingly mandate employees' return to the office, the U.S. office market might be experiencing a cautious resurgence after years of pandemic-induced upheaval.
30 Oct 2024
Dealmaking Powers Banks
Goldman Sachs posted a stellar third-quarter profit, marking a 45% surge, thanks to the favorable conditions created by lower interest rates and a stable economy.
17 Oct 2024
A Broad Rally
In recent weeks, several under-the-radar sectors have been propelling the stock market higher, setting the stage for a test of their resilience. The S&P 500 has gained 21% this year, with tech giants and their AI ambitions fueling the first-half surge.
09 Oct 2024
China's Weak Economy Gets A Boost
In an unprecedented move aimed at invigorating China's weakening economy and reviving a sluggish stock market, the People's Bank of China (PBOC) has rolled out a comprehensive set of policy measures.
24 Sept 2024
A Rotation Into Value?
The Trump Trade is back in focus, as investors shift towards small-cap and 'old economy' stocks in a manner reminiscent of the trends seen during Donald Trump's 2016 presidential campaign.
24 Jul 2024
China's Routes
Chinese automakers are shifting their focus to global markets outside the U.S. following the Biden administration's decision to impose 100% tariffs on Chinese electric vehicles (EVs).
23 May 2024
Samsung's $6.4 Billion Chip Grant
The U.S. government is awarding Samsung Electronics a grant of up to $6.4 billion to construct chip-making facilities in Texas.
25 Apr 2024
Nearshoring With A Global Impact
Major technology companies from the United States are shifting their focus towards Mexico for the production of artificial intelligence (AI) equipment, moving away from their previous reliance on China.
14 Apr 2024
Chipmaking In The U.S. And Japan
Achieving a remarkable milestone emblematic of its renowned industrial strategy, Japan witnessed the rapid construction of an impressive $8.6 billion semiconductor facility.
30 Mar 2024
Geopolitical Semiconductors
Taiwan Semiconductor Manufacturing Co. (TSMC) recently announced its decision to expand its footprint in southern Japan with the addition of a second semiconductor factory, signaling a significant escalation in its investment strategy that now exceeds $20 billion.
25 Feb 2024
Microsoft Leads The Way
In the recent quarter ending in December, Microsoft experienced its most significant profit surge in over two years, largely due to the rising interest in artificial intelligence which has significantly boosted the demand for its cloud services
07 Feb 2024
Investing For The Next 10 Years
The narrative surrounding the end of globalization in the wake of COVID-19, particularly concerning China, seems to be more of a misconception than a reality.
24 Jan 2024
India Pushes Ahead
India has been outshining other leading global economies, primarily due to the robust performance of its service and industrial sectors, despite challenges in agriculture caused by inadequate rainfall.
07 Jan 2024
