EMerging Equity
Trade
Proving Yet Again That Global Weakness Starts In The U.S.
By Jeffrey P. Snider, Alhambra Investment Partners When commenting on any weakness in the US economy, it has become common even shorthand for any outlet or author to affix the conventional explanation. Suspiciously low growth rates and far too many outright contractions, especially in manufacturing and industry, are blamed on overseas weakness and the dollar as … Continue reading
Potholes Emerging In China’s New Silk Road
By Salman Rafi Sheikh, Asia Sentinel The acknowledgement by Xu Shanda, a retired Chinese deputy director of the State Administration of Taxation, last week regarding potential losses of Silk Road projects has drawn widespread attention as it challenges the prevailing myth of an indomitable and inevitable system in which ultimately all roads will lead to Beijing. The … Continue reading
The Nicaragua Canal: Stuck In A Quagmire
By Edwin Nieves On July 7th 2014, the Hong Kong Nicaragua Development Group (HKND) announced the approval of a plan to build a canal linking the Pacific and Atlantic Oceans through Nicaragua, roughly one hundred years after the United States completed the Panama Canal[1]. The Nicaraguan enterprise would be the largest civil engineering feat in … Continue reading
Iran’s $10 Billion Mega Canal Could Be Game Changer In Global Trade Routes
The prospects for the creation of a navigable canal between the Caspian Sea and the Persian Gulf are currently being reviewed by Iran and Russia, Mehdi Sanaei, Iran’s ambassador to Russia, said last Friday at a meeting with students at the St. Petersburg State University. Intensified discussions on the possibility of a ‘trans-Iranian’ canal began in 2012, when then-Energy Minister Majid Namjoo told Fars news agency … Continue reading
Iran Links To Eurasia With Persian Canal
By F. William Engdahl With the US and EU economic sanctions gone, it’s becoming clear that Iran today wants to build not destroy as the West seems hell-bent to do. The latest is announcement that Teheran has decided to proceed with a major infrastructure project which will take perhaps a decade to complete—an inland canal linking … Continue reading
India Reinforces Regional Naval Primacy To Counter Potential Chinese Encirclement
By Robert Shines India has shifted its strategic focus from the army to navy, seeking to counter potential Chinese encirclement and secure maritime energy routes. India has recently emphasized the role that its navy will play in enabling the country to pursue its geopolitical ambitions. The primary driver in India’s naval focus will be to … Continue reading
Animation: How China Trumps The U.S. In Trade
By Jeff Desjardins, Visual Capitalist The U.S. trade deficit with China reached record proportions in 2015. With a difference of $365.7 billion between imports and exports, it is not only the largest trade deficit with China ever recorded, but it’s also the biggest bilateral trade imbalance in all of trade history. The likely Republican nominee, Donald Trump, … Continue reading
Weakness In The Global Economy: Japan Edition
By Jeffrey P. Snider, Alhambra Investment Partners Setting aside all other considerations and doubts about QQE, there was one factor that was supposed to be unassailable. That was the yen. QQE as a “money printing” operation was understood to act heavily on the exchange value of the Japanese currency so that it would drastically alter the … Continue reading
How Africa Can Benefit From China’s Slowdown And Reorientation
By Anzetse Were An analyst with the Brookings Institution made an important point during a podcast recently; China will shed 85 million jobs at the bottom end of the manufacturing sector between now and 2030. So naturally the question becomes: where will they go? The analyst made the point that at the moment most of … Continue reading
Global Trade Imploding As Chinese Exports Plunge 25.4%
By Michael Snyder We just got more evidence that global trade is absolutely imploding. Chinese exports dropped 25.4 percent during the month of February compared to a year ago, and Chinese imports fell 13.8 percent compared to a year ago. For Chinese exports, that was the worst decline that we have seen since 2009, and … Continue reading
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