China, Japan and Taiwan
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Under Deng Xiaoping, China’s government aimed to double the size of the economy between 1980 and 1990 and do it again by the end of the 20th century. It met both targets with ease. That target may not seem too daunting.
Japan’s diplomatic rift with China has expanded into a sweeping economic and cultural freeze with Beijing halting Japanese seafood imports, suspending film releases, warning citizens against travel to Japan & signalling broader retaliation unless Tokyo retracts PM Sanae Takaichi’s recent remarks on Taiwan.
We ended the week with more evidence that the world’s second-largest economy entered the final quarter on a weakening trajectory. China’s economic activity cooled more than expected at the start of the fourth quarter, with an unprecedented slump in investment and slower growth in industrial output adding to a drag from sluggish consumption.
"Without a meaningful China strategy, Washington will struggle to match Beijing’s determined, focused efforts to increase its own global influence and box in the United States," write Edward Fishman a
As we accelerate into an all-electric, all-digital age, the ultimate representation of productive capacity becomes the kilowatt-hour (kWh).
China’s economic activity cooled more than expected at the start of the fourth quarter, with an unprecedented slump in investment and slower growth in industrial output adding to a drag from sluggish consumption.
Beijing is using its economic power and military muscle to convey its anger with Japan’s new prime minister, Sanae Takaichi — and to send a message to the U.S.
As Sino-American economic competition increasingly includes sanctions, the losers can be found worldwide. Europe is one of the biggest losers of this rivalry.
China has been able to establish choke points to pressure the U.S. economy, while making it harder for Washington to block China.
Capital spending on AI has been a key driver of U.S. stock market returns and continues to exceed expectations, comprising a large portion of S&P 500 capital expenditures. Jason Furman, a Harvard University economics professor,