Saturday, December 6, 2025

Global Economics and Geopolitics

Mega is trumping Maga in stocks
https://www.ft.com/content/6a0859c0-91e1-4c3d-bd38-741a34ffe8da
European shares have had a breakout year, particularly for dollar-based investors.
 
China’s Growth Is Coming at the Rest of the World’s Expense
https://www.wsj.com/economy/trade/chinas-growth-is-coming-at-the-rest-of-the-worlds-expense-99420396
China is swallowing up a growing share of the world’s market for manufactured goods, revealing an uncomfortable truth.
 
India and the Gulf States Could Reshape Global Trade
https://www.project-syndicate.org/commentary/india-gulf-partnership-offers-alternative-development-model-for-emerging-economies-by-vivek-agarwal-1-and-alexander-george-1-2025-12
In an increasingly multipolar world, India and the Gulf states are no longer merely trading partners but strategic actors in their own right. Together, they are advancing a model of cooperation that values autonomy, transparency, and mutual gain over coercion and dependence on great powers. 
 
Britain’s bond vigilantes target Trump’s America
https://www.telegraph.co.uk/business/2025/12/06/britains-bond-vigilantes-target-trumps-america/
London’s surge up the charts shows it is now the world’s biggest hedge-fund hub.