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Xi Jinping's Shift: Private Sector Revival

Xi Jinping's Shift: Private Sector Revival

21 Feb 2025
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Stockpickers rely on a specific set of skills—analyzing financial statements, understanding corporate strategies, and reading market sentiment. In China, however, they also need to interpret the shifting moods of Xi Jinping. Five years ago, Chinese regulators launched a sweeping crackdown on the

Germany’s Election Chaos: A Fragmented Vote

Germany’s Election Chaos: A Fragmented Vote

20 Feb 2025
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Germany is heading into a pivotal election on February 23rd after months of political turmoil. The collapse of Olaf Scholz’s three-party coalition in November triggered an early vote, and the campaign took a dramatic turn in January when Friedrich Merz, leader of the opposition Christian Democrats

Russia’s Inflation is Soaring—But Does It Matter?

Russia’s Inflation is Soaring—But Does It Matter?

20 Feb 2025
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While much of the world has seen inflation cool, Russia is heading in the opposite direction. Consumer prices surged by 9.5% year on year in December, up from 8.9% in November, far exceeding the central bank’s 4% target. Food prices have been particularly volatile—fruit and vegetable costs have

Donald Trump is Undermining the Transatlantic Alliance

Donald Trump is Undermining the Transatlantic Alliance

20 Feb 2025
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Europe is scrambling to respond to an unprecedented assault on the transatlantic partnership—the bedrock of peace and security in Europe for nearly 80 years. What was once an unshakeable alliance is now unraveling, as President Donald Trump’s administration has upended decades of American foreign

Can Europe Survive Four More Years of a Trumpian Assault?

Can Europe Survive Four More Years of a Trumpian Assault?

20 Feb 2025
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Between the American election in November and Donald Trump’s inauguration on January 20th, Europe buzzed with speculation on how to “Trump-proof” itself. In hindsight, that notion seems almost naive. In lengthy reports and somber discussions, officials painstakingly strategized on how to ensure

How Europe Must Adapt to a Changing Global Order

How Europe Must Adapt to a Changing Global Order

20 Feb 2025
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The past week has been a wake-up call for Europe. The old order is shifting, and the continent can no longer rely on outdated assumptions about its security and global influence. Ukraine is on the brink, Russia is asserting its interests, and America—under Donald Trump’s leadership—is redefining

Friedrich Merz is Germany's hope?

Friedrich Merz is Germany's hope?

20 Feb 2025
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Germany is the linchpin of Europe, and its fate carries profound consequences for the entire continent. Accounting for a quarter of the European Union's economic output, Germany is in the midst of a troubling recession that threatens to stretch into its third consecutive year. Meanwhile,