August 15, 2024
Despite recent obstacles and geopolitical tensions, we foresee global trade continuing to prosper, albeit with shifts in location and beneficiaries compared to previous decades.
June 18, 2024
Despite recent obstacles and geopolitical tensions, we foresee global trade continuing to prosper, albeit with shifts in location and beneficiaries compared to previous decades.
February 15, 2024
At GHPIA, we hold the view that achieving this rebalancing act will prove exceedingly challenging. The absence of a true rule of law in China will only perpetuate a decline...
November 20, 2023
If pursued, the transition to higher interest rates in Japan is anticipated to unfold gradually, allowing global markets the opportunity to adapt and react carefully.
September 15, 2023
If pursued, the transition to higher interest rates in Japan is anticipated to unfold gradually, allowing global markets the opportunity to adapt and react carefully.
June 15, 2023
Even as headlines create buzz with countries discussing settling oil or other exports in different currencies, the dollar will continue to reign supreme in international trade for the foreseeable future....
February 14, 2023
As the war reaches the one year mark this month, most commodity prices have fallen back to pre-invasion levels and Western economies, particularly the most vulnerable in Europe, have thus...
November 15, 2022
On October 7th, 2022, the Biden administration announced new export control regulations, aimed squarely at China’s burgeoning advanced semiconductor industries. The new restrictions on specific leading-edge chip technologies are...
August 12, 2022
The energy landscape has changed since the 1970s. While rising prices at the pump will continue to eat into consumer wallets, the reduced impact fossil fuel prices have on the...
May 3, 2022
Europe is trending toward a more American-style capital marketplace, with such funding sources as stocks and venture capital taking on increasing importance. As a result, we expect economic growth in...
February 1, 2022
Many investors may be surprised to find out that, despite spending money on what they presume to be stock, they do not actually own anything in China. It walks and...
September 30, 2021
Carbon emission reduction has spurred global investment. Nonetheless, we remain skeptical about carbon trading, both as an effective way to reduce pollution and as a long-term investment choice, judging by...
June 30, 2021
Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and...
March 31, 2021
As the world transitions toward renewable power, the lithium extraction industry will take on increasing importance and influence, bringing considerable opportunities and risks for international investors.
December 31, 2020
Despite the handwringing over Brexit, here's why London will remain a leading global financial center, and the U.K. will remain Europe's most innovative economy.
September 30, 2020
Despite current crises, the drive toward free world trade – and the benefits it brings to nations – seems unstoppable.
June 30, 2020
China is flexing its muscle, menacing Hong Kong and stirring up geopolitical tension, with broad implications for the financial markets.
December 31, 2019
Despite the volatility and chaos of last 20 years, many people will be surprised to learn that our planet and our country are wealthier and more peaceful than at almost...
October 26, 2019
Why are there only a handful of rich nations? This video explains why the quality of a country's governance helps determine its economic development. Click "Read More" to watch.
September 30, 2019
Despite extended periods of rapid economic growth that can excite investors, history shows that shockingly few countries “emerge” into wealthy, developed economies.
