Jake Scott
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Europe’s New India Deal
After nearly two decades of halting, stumbling talks, India and the European Union (EU) have at last concluded a free…
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India’s Outlook
India has entered 2026 facing more economic challenges than headline growth figures alone would suggest. While the International Monetary Fund…
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China’s Global Reach
For China, the world’s second-largest economy, the past year’s economic fortunes have been characterized across three dimensions: declining domestic demand;…
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The Bear Looks East
As the eyes of the world watch negotiations over Kiev’s future, and the “special military operation” that was intended to…
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Sovereign Wealth Funds and the West
When I was at school, learning about the privatization waves of the 1980s under Margaret Thatcher and Ronald Reagan, my…
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AI’s Global Realignment
For many people, “AI” is something small that fits neatly in their pockets, confined to their 6.1″ phone screen, consigned…
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Vietnam and the US at the Negotiating Table
Global trade patterns are continuing to shift, and increasingly Eastward. As Gulf nations diversify and broaden their highly oil-dependent economies,…
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IMF’s Outlook: Not Great
The IMF’s October 2025 update to its World Economic Outlook delivers a modest upward revision, but lurking behind this seemingly…
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A New Pacific Trade Highway
When President Trump announced a new 100% tariff on Chinese imports, in retaliation for Beijing’s latest export controls on rare…
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Looking East
Global investors are turning their interest toward Asia, amid a wider realignment of foreign direct investment (FDI), trade flows, and…
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