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A Tale of Two Elections
Last week's elections in Australia and Canada show that Trump 2.0 is increasingly unpalatable in Western democracies. This will undermine the White House’s international agenda by empowering anti-Trump figures in previously US-aligned countries and pushing these countries to be more cooperative with China
China’s Stimulus: Too Little, Too Late?
The CCP is talking seriously about raising household consumption in China's investment-driven economy. But without bold measures to make people more willing to spend, the country is likely to remain dependant on non-productive investment to meet its GDP target.