Not the start of the decline of globalisation – just of China's dominance
Determined to have his FDR moment, Joe Biden’s latest policy seems likely to have put ...
China-specialist investment analyst looks at the options the country has to keep its growth rates from falling, but there are few remaining and they are running out, fast. To rebalance its economy, domestic consumption must outgrow industrial and manufacturing investment, which it is, but not at a rate to stop the overall economy slackening. The only tool left to the government is stimulus, which in China means investment, which will actually reverse the rebalancing process.
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Hong Kong drops out of world's top 10 busiest container ports
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Bottlenecks and price hikes as airlines now avoid Iran airspace
Capture of MSC Aries will further drive up Indian export costs
Iran may now pose a threat to multimodal supply chains via Dubai
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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