The U.S.-China Trade War: What to Expect in 2026

We explore how U.S.-China trade tensions are shifting toward technical negotiations and selective decoupling heading into 2026. The paper also highlights the challenges the U.S. faces in reindustrialization and alliance-building, and discusses implications for investors.

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Capital Markets Outlook for 4Q25

We analyze U.S.-China trade tensions, highlighting strategic choke points and their impact on global markets while offering actionable insights for investors as both countries shift industrial policies and economic strategies.

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The Dollar is Our Currency, but It’s Your Problem

We explain the four reasons why we expect a weaker dollar – currently overvalued USD, over-ownership by foreign investors, unsustainable imbalances for the U.S. and the administration's goals - and discuss the implications for the CNY, bond yields, sectors and investors.

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The U.S.-China Trade War: What to Expect in 2026

December 19, 2025 - 25 min read
Capital Markets Outlook for 4Q25

Nov 06, 2025 - 35 min watch
The Dollar is Our Currency, but It’s Your Problem

August 18, 2025 - 25 min read

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