A potential second Trump administration would upend Southeast Asia’s preferred strategy of hedging between the United States and China.

The former New Jersey governor announced his candidacy for the 2024 Republican presidential nomination. 

Semiconductors have become a major geopolitical issue, especially in the U.S.-China rivalry. David Sacks and Chris Miller discuss how semiconductors became a flash point and what the future holds for…

The Bank of Japan (BoJ) is widely expected to end yield curve control. But Japanese yields will remain low, and foreign bonds will remain attractive to those Japanese investors who don’t have to hedg…

Who is on the other side of the massive ($250 billion) hedging need of Taiwan's life insurance industry? The local banking system covers at most a quarter of the life insurers hedging need, and forei…

This gathers the six post series I did with Concentrated Ambiguity into a single easy accessible post.