Global Economies Face Brexit’s Cautionary Tale on Trade Barriers, Warns BoE Chief
Brexit’s Economic Shadow Looms Large Bank of England Governor Andrew Bailey has delivered a stark warning about the lasting economic…
Category: Trade
US-China Rare Earth Minerals Conflict Decades in the Making, Analysis Reveals
The current US-China conflict over rare earth minerals represents the culmination of thirty years of strategic industrial policy shifts, according to industry analysis. Recent export controls follow patterns China established in 2010, with American dependence traced to approved technology transfers and domestic production decline. Experts suggest rebuilding strategic sectors will require sustained investment and policy commitment.
Historical Context of Rare Earth Dependence
The ongoing tension between the United States and China over rare earth minerals represents shadow boxing with very real consequences, according to industry analysts who trace current dependencies to policy decisions made decades ago. Sources indicate that China’s export controls on these critical minerals—essential for semiconductors, electric vehicles, smartphones, and defense systems—stem from a deliberate, long-term strategy that the U.S. enabled through industrial policy choices dating to the 1990s.
China’s Strategic Tech Pivot: Why Long-Term Investors Are Rethinking Chinese Equities
The Geopolitical Chessboard: China’s Long-Game Approach As U.S.-China tensions create market uncertainty, a fascinating narrative is emerging about Chinese equities.…
Indian Steel Magnate Warns of Tech Dependence on China Amid Limited R&D Investment
Steel billionaire Sajjan Jindal states India’s minimal research budgets create technological dependence on China for electric vehicle manufacturing. The JSW Group chairman confirms ongoing negotiations with Chinese automakers despite border tensions and investment scrutiny between the nations.
India’s R&D Spending Gap Forces Reliance on Chinese Technology
India’s limited research and development investment is creating technological dependence on strategic rival China, particularly in the critical electric vehicle sector, according to steel billionaire Sajjan Jindal. The JSW Group chairman revealed his company is negotiating with multiple Chinese manufacturers to acquire EV technology necessary for launching an Indian electric vehicle brand by mid-2025.