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China’s tech rally ignores trade and tech war
David Goldman analyzes the recent surge in Chinese tech stocks, with the Hang Seng Tech Index rising 27% over the past month, significantly outperforming the Nasdaq. Despite new US investment restrictions, Chinese tech remains resilient.
Germany’s post-election fiscal shift: Debt brake under pressure
Diego Faßnacht assesses the political and economic impacts of Germany’s federal election. A critical post-election development is the push to override Germany’s constitutional debt brake, signaling a major shift away from Germany’s traditional fiscal discipline.
Japan may dodge tariffs with large investments in the US
Scott Foster analyzes Japan’s efforts to secure an exemption from Trump’s proposed tariffs, leveraging massive US investments as bargaining chips. While Tokyo is not Trump’s primary target, it remains exposed to shifting US trade policies.
Europe prefers war in Ukraine over peace on Trump’s terms
James Davis highlights the growing divide between European leaders and Donald Trump on Ukraine policy. Insiders suggest Trump’s Ukraine stance is shaped more by business associates than by national security officials, with real estate developer Steven Witkoff playing a key role.
