Jake Scott

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China’s Global Reach

For China, the world’s second-largest economy, the past year’s economic fortunes have been characterized across three dimensions: declining domestic demand;…

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The Bear Looks East

As the eyes of the world watch negotiations over Kiev’s future, and the “special military operation” that was intended to…

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Sovereign Wealth Funds and the West

When I was at school, learning about the privatization waves of the 1980s under Margaret Thatcher and Ronald Reagan, my…

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AI’s Global Realignment

For many people, “AI” is something small that fits neatly in their pockets, confined to their 6.1″ phone screen, consigned…

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Vietnam and the US at the Negotiating Table

Global trade patterns are continuing to shift, and increasingly Eastward. As Gulf nations diversify and broaden their highly oil-dependent economies,…

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IMF’s Outlook: Not Great

The IMF’s October 2025 update to its World Economic Outlook delivers a modest upward revision, but lurking behind this seemingly…

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A New Pacific Trade Highway

When President Trump announced a new 100% tariff on Chinese imports, in retaliation for Beijing’s latest export controls on rare…

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Looking East

Global investors are turning their interest toward Asia, amid a wider realignment of foreign direct investment (FDI), trade flows, and…

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Morocco’s World Cup Gamble

“Stadiums are here, but where are the hospitals?” The chant spread across TikTok and WhatsApp, and by the end of…

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Diamond and Bangles to the Gulf

The ongoing realignment of international trade flows in the midst of the escalating tariff wars between the United States and…

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