Pulse: Macro


Evolution of the U.S.-China Relations under Xijinping - RSVP for this virtual eventt

I'll be speaking this Friday, Sep 18th about the evolution of the U.S.-China Relationship https://eventbrite.com/e/evolution-of-the-us-china-relationship-under-xi-jinping-tickets-118029608737…
Event is open to the public and hosted by the Georgetown School of Foreign Service, Asian Studies Program and Eleanor Hughes will be moderating.

Here is the info on the event.

Rising Dragons: Chinese Big Tech and Their Global Ambitions -Webinar with NYCFA

I moderated a panel on China's tech sector for the CFA Society of New York on September 9th. 

The geopolitical rise of China has been accompanied by the meteoric rise of a handful of mega-cap Chinese technology companies. Will these category-killers stop in the Pac Rim, or will their dominance expand abroad to challenge the large U.S. firms?

please click the following link to watch.

Food inflation threatens lives and economic recovery - Financial Times

Shortages are a window on to the challenges facing the post-pandemic world economy. This article originally appeared in the Financial Times.

It’s a sign of the times. In China, teachers are gobbling up the leftovers from their students’ lunch plates, on the spot. Their diligent economising follows an exhortation by President Xi Jinping that the nation needs to reduce food waste, in part to increase Chinese food self-sufficiency.

No Quiet Monument: EconVue Spotlight

Last weekend I drove through the Skokie Lagoons, just north of Chicago. They are both beautiful and manmade, created literally from the sweat of the Great Depression. Four million cubic tons of soil were removed to form a series of lagoons from the existing marshlands. It was one of the largest public works projects of FDR's Civilian Conservation Corps, employing thousands of men, including three African-American construction companies. Started in 1933, the project took until the beginning of the US entry into World War II in 1941 to complete.

A Green Recovery for Investors? Podcast with David Maywald

Sustainable investment focused on a "Green Recovery" is being widely discussed as we envision the post-Covid world. What are the promises and pitfalls of ESG for investors?

On Wednesday, July 8th at 4 pm CDT, in advance of the ministerial-level Clean Energy Transitions Summit in Paris, EconVue hosted a webinar with economist David Maywald, a leading specialist in the field of ESG and infrastructure investment based in Sydney. He was joined by EconVue colleagues with expertise in these subjects, including Marsha Vande Berg and Robert Madsen. 

Khabarovsk and Sofia Parallels

As the COVID-19 pandemic rages on around the world, authoritarian regimes such as China, or cultures where the individual's rights are seen as subservient to the public interest such as Japan and Korea, have seen relatively little unrest triggered by the public health crisis. However, in the West - broadly defined not just as the US and Western Europe but also encompassing Eastern Europe and even Russia - have seen relatively high levels of citizen protests and even violence.

My Remarks at EconVue Webinar on Sustainability

Asset owners are at the apex of the global investment community and many are focused on and in the vanguard of sustainability investing movement. They are an important part of a reallocation of capital to long-term investments in those companies with a credible vision for mitigating risks associated with the really big megatrends and their potential for undercutting long-term competitiveness and value creation.

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