Category: Global Markets

December 9, 2025

Tariffs have become a central pillar of U.S. economic strategy, with effective rates reaching their highest levels since the mid-1930s. This comprehensive guide explains how modern tariff policy influences inflation,...

August 11, 2025

The Fed’s independence underpins global financial stability. As deficits grow, the bond market will hold policymakers accountable, making the Fed’s role in guiding policy and sustaining confidence more critical than...

June 9, 2025

Gold is rising, but why? Traditional drivers no longer tell the full story. Our latest analysis explores what is really behind the surge and why GHPIA continues to favor productive, long-term...

February 13, 2025

Artificial intelligence is booming—but is it sustainable? We break down Nvidia’s dominance, competition, and our approach.

December 17, 2024

The ongoing increases in absolute military spending underscores nations' growing emphasis on defense amid increasing global instability.

August 15, 2024

ETFs are known for offering broad market exposure, but, in the past decade, the impact of largest stocks on overall market performance has greatly increased.

June 18, 2024

Despite recent obstacles and geopolitical tensions, we foresee global trade continuing to prosper, albeit with shifts in location and beneficiaries compared to previous decades.

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...

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.

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.

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....

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...

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...

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...

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...

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...

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...

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...

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.

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.