45 posts in this category
Ray Dalio's 2024 Great Powers Index reveals the US holding steady at #1, but internal conflicts hit century highs while China closes the gap—here's what it means for your money.
What I watch to stay connected to Asia while living in America — CNA Insider's documentaries on economic crises, burnout culture, and the stories Western media barely covers.
George Yeo offers a rare non-Western perspective on China that challenges mainstream narratives—these June 2023 lectures reveal insights you won't find in typical media coverage.
Kevin Rudd dissects Xi Jinping's third term, revealing how ideology increasingly clashes with economic pragmatism—essential viewing for understanding China's trajectory.
Dan Wang's 2022 annual letter synthesizes China's pivotal year through zero-Covid, Xi's centralization, and Russia ties—revealing how politics now trumps economic growth.
Ray Dalio and Kevin Rudd agree on China's shift toward state control, but I found one crucial insight that reveals why foreign investors shouldn't panic yet.
Ray Dalio warns we're approaching the war stage of his Big Cycle framework, with highest risk in 2025-26—but how worried should we really be about his prediction?
Ray Dalio's latest chapter reveals unsettling parallels between today and the 1930s-1945 period—from wealth gaps to economic warfare—suggesting the US peaked in the 1950s.
Ray Dalio's 500-year analysis of empire cycles reveals why today's confluence of debt, inequality, and US-China tensions creates unprecedented danger.
Ray Dalio's historical analysis reveals today's "unprecedented" events are actually predictable patterns—empires rise and fall in cycles, and understanding these helps us prepare for the shifting US-China power dynamic ahead.
Vietnam—a developing country with 100M people, $3k GDP per capita, and 900 miles bordering China—had <300 COVID cases and zero deaths by April. Here's what worked.
I listened to the WHO team leader who witnessed China's COVID response firsthand, and his lessons on speed, free testing, and isolating mild cases could have saved us months.