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Category: Global Markets

Navigating China’s Real Estate Reckoning

February 15, 2024

At GHPIA, we hold the view that achieving this rebalancing act will prove exceedingly challenging. The absence of a true rule of law in China will only perpetuate a decline...


Examining the Recent Surge in Bond Yields

November 20, 2023

If pursued, the transition to higher interest rates in Japan is anticipated to unfold gradually, allowing global markets the opportunity to adapt and react carefully.


Japan: Is Flexibility the Key to Stability?

September 15, 2023

If pursued, the transition to higher interest rates in Japan is anticipated to unfold gradually, allowing global markets the opportunity to adapt and react carefully.


The U.S. Dollar Remains King

June 15, 2023

Even as headlines create buzz with countries discussing settling oil or other exports in different currencies, the dollar will continue to reign supreme in international trade for the foreseeable future....


Economic Shocks from Russia-Ukraine War are Receding

February 14, 2023

As the war reaches the one year mark this month, most commodity prices have fallen back to pre-invasion levels and Western economies, particularly the most vulnerable in Europe, have thus...


The Semiconductor Cold War

November 15, 2022

On October 7th, 2022, the Biden administration announced new export control regulations, aimed squarely at China’s burgeoning advanced semiconductor industries. The new restrictions on specific leading-edge chip technologies are...


Will Energy Prices Bring Back the Doldrums of the 1970s?

August 12, 2022

The energy landscape has changed since the 1970s. While rising prices at the pump will continue to eat into consumer wallets, the reduced impact fossil fuel prices have on the...


Europe’s Banks Are Almost Healthy Again

May 3, 2022

Europe is trending toward a more American-style capital marketplace, with such funding sources as stocks and venture capital taking on increasing importance. As a result, we expect economic growth in...


What Do You Own When You Invest in Chinese Stocks?

February 1, 2022

Many investors may be surprised to find out that, despite spending money on what they presume to be stock, they do not actually own anything in China. It walks and...


Will Carbon Trading Leave a Footprint?

September 30, 2021

Carbon emission reduction has spurred global investment. Nonetheless, we remain skeptical about carbon trading, both as an effective way to reduce pollution and as a long-term investment choice, judging by...


A Challenging Side Effect of COVID: Government Debt

June 30, 2021

Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and...


The Road to the Future Is Paved with Lithium

March 31, 2021

As the world transitions toward renewable power, the lithium extraction industry will take on increasing importance and influence, bringing considerable opportunities and risks for international investors.


Brexit: No Big Deal

December 31, 2020

Despite the handwringing over Brexit, here's why London will remain a leading global financial center, and the U.K. will remain Europe's most innovative economy.


World Trade: More Freedom or More Protectionism?

September 30, 2020

Despite current crises, the drive toward free world trade – and the benefits it brings to nations – seems unstoppable.


As China Pressures Hong Kong, How Should Investors React?

June 30, 2020

China is flexing its muscle, menacing Hong Kong and stirring up geopolitical tension, with broad implications for the financial markets.


The Case for Optimism: A Global Economy Retrospective — 1999-2019

December 31, 2019

Despite the volatility and chaos of last 20 years, many people will be surprised to learn that our planet and our country are wealthier and more peaceful than at almost...


VIDEO: The Rule of Law: The Most Overlooked Factor by International Investors

October 26, 2019

Why are there only a handful of rich nations? This video explains why the quality of a country's governance helps determine its economic development. Click "Read More" to watch.


Do Emerging Markets Emerge?

September 30, 2019

Despite extended periods of rapid economic growth that can excite investors, history shows that shockingly few countries “emerge” into wealthy, developed economies.


Germany’s Fiscal Austerity: An Impediment to Economic Growth

June 30, 2019

Although the eurozone has enjoyed continuously declining unemployment in recent years, both economic growth and inflation remain stubbornly low. With negative interest rates over the last five years and a...


Another Look at China – The Social Credit System

March 31, 2019

Trust is often missing in developing countries, which China accurately recognized as an economic setback. But China's solution, the Social Credit System, overlooks concepts crucial for developing trust, such as...


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