Global Roundup

Commerce Without Conflict: The World Needs a New Compact for Trade

For much of the last seven decades, global commerce has been a stabilising force. It linked economies, created jobs, spurred
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The global economy is suffering from the Rashomon effect

I have marvelled over the past few years, and continue to marvel, at how markets shrug off the most dramatic
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India’s Diplomacy and FTA Negotiations – A Turbulent Path

Recent trade talks between India and the United States have become politically charged. The US seeks a deal that would
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The Great Unstitching: Eight Economies Rewiring Global Supply Chains

A seismic shift in global manufacturing is accelerating, propelled by the intensifying supply-chain competition between China and the United States.
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India’s Stakes in Jeopardy as Israel-Iran Tensions Endanger Vital Trade Corridors

The world is watching with bated breath to see if Israel would succeed in its unprecedented goal of crippling Iran’s
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Central Banks are Beginning to Fret about Dollar Swap Lines

Back in 1857, the Bank of Austria loaded 10 million ounces of silver onto a train and dispatched it to
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The lessons from China’s dominance in manufacturing

For anyone seeking to gauge the success of Beijing’s flagship “Made in China 2025” industrial policy, German automaker Audi’s new
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Martin Wolf: The old global economic order is dead

How should outsiders want the trade war between the US and China to end? They should want both to lose.
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How will an India-Pakistan conflict impact the market?

In the wake of yet another terrorist attack in Kashmir backed by Pakistan, the Indian markets have experienced a surge
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Seven truths about trade

Beneath all the tariff craziness — the taxes on islands inhabited only by penguins, the pseudo-profound mathematical definition of “reciprocal”,
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