Chip Famine and the new OPEC
19 Feb 2021 - Rory GreenSurging demand for semiconductors is putting pressure on vehicle production and US-China relations. Taiwan and Korea are the prime beneficiaries, insatiable demand for their exports and rising prices adds conviction to.
#Trade War #China #Technology #OPEC #Semiconductors #GeopoliticsEmerging Markets in 6 Charts
09 Nov 2020 - Jon HarrisonThe outcome of the US election is important for EM economies, but domestic policy challenges in EM themselves will continue to dominate. Secular trends will remain in place, including: US-China tensions, decline of.
#Trade War #Emerging Markets #Fiscal PolicyChaotic election but clear market reactions to come
23 Oct 2020 - Marcus ChenevixAmid a once-in-a-century pandemic, with new Covid cases surging to a third US peak, the Biden campaign has entered the final stretch of the presidential election with tailwinds at its back and a war chest flush with.
#Trade War #Technology #US Economy #Energy #US Election #ESG