Strategic Opportunities in Supply Chains and Semiconductors

U.S.-China Dynamics and the Reshaping of Global Supply Chains and Tech Investments

The U.S.-China relationship has long been a fulcrum of global economic and technological competition. The 2025 Xi-Trump summit, marked by a 90-day tariff truce extension and conditional trade agreements, underscores a pivotal shift in how these two powers are recalibrating their rivalry. For investors, the implications are profound: supply chains are fracturing, tech sector dynamics…

Read More
Strategic Opportunities in Supply Chains and Semiconductors

Nvidia’s Strategic Shift in China AI Chip Access and Its Implications for U.S. Tech Exports

The U.S.-China tech rivalry has entered a new phase, with artificial intelligence (AI) at its epicenter. Nvidia, the dominant force in AI chip manufacturing, has navigated a volatile geopolitical landscape in 2025, adapting to shifting U.S. export policies and recalibrating its China strategy. This evolution offers critical insights into how U.S. tech firms can balance…

Read More
China’s New Economy Offers Great Equity Opportunity: China Today

China’s New Economy Offers Great Equity Opportunity: China Today

Heightened tensions between Beijing and Washington have many investors waiting to allocate capital to Chinese assets. In a recent interview at his New York office, Brendan Ahern, chief investment officer at Krane Funds Advisors LLC, explains how geopolitics and shifting market narratives influence inflows. The specialist asset manager, which focuses on China, climate and alternatives,…

Read More
The battle to Save China's snub nosed monkey

The battle to Save China’s snub nosed monkey

Stephen McDonell China correspondent Reporting fromShennongjia, China Watch: The BBC visits golden snub-nosed monkeys at Shennongjia National Park, China Until the 1980s people roamed the mountains of Shennongjia in central China hunting monkeys for their meat and fur. Poor farmers were still clearing vast areas of trees, and as their environment collapsed around them, so…

Read More