India has the fastest-growing major economy in the world—GDP grew 8.4% in the final quarter of 2023, according to data released last week. Many analysts expect it to pass Germany and Japan to become the world’s third-largest economy. Deloitte South Asia CEO Romal Shetty thinks that will happen by 2027.
Read moreMost of us know about the “war” raging in cyberspace. We hear about government-sponsored hacks and data breaches nearly every week. Cyberwarfare is now a fact of daily life for every business and government.
Read moreA surge in energy demand is imminent. Within a year, the five-year growth forecast for national electricity demand has jumped from 2.6% to 4.7%. Much of this demand surge will come from artificial intelligence.
Read moreWe are in the early days of an AI-driven productivity boom.
Read moreGeorge Friedman says there are two Chinas: one in Shanghai that trades with the rest of the world and another that is still effectively a third-world country, with people living in extreme poverty.
Read moreI’m excited to welcome David, the chief investment officer at Evergreen Gavekal, to the latest episode of Global Macro Update.
Read moreAfter the great financial crisis, China’s appetite for commodities and technology fueled a global economic recovery. The rest of the world recovered and then grew, largely on the back of China’s incredible transformation.
Read moreToday, we have Jared Dillian back on Global Macro Update to discuss the Fed, a better way to manage money, and his latest book, No Worries: How to Live a Stress-Free Financial Life.
Read moreThe thought of risking American lives and resources over a little island off mainland China leaves most Americans perplexed. That is understandable.
Read moreWe are at the onset of a shift in the markets. In the years ahead, investors won’t be able to rely on broad-based ETFs to deliver great returns.
Read more
Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.
