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Geopolitical Trade Dynamics


Tariffs, Inflation, and the Fed: The Macro Forces Driving Markets
Tariffs at record highs, inflation losing momentum, and the Fed poised to cut. Three forces colliding to reshape markets. Are investors ready?

Girish Appadu
Aug 142 min read


From West to Rest: China’s Trade Strategy in a Fragmenting World
China shifts from West to Global South. Trade flows reveal strategy, not just commerce, reshaping tomorrow’s investment landscape.

Girish Appadu
Aug 61 min read
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