The United States’ two-way trade with other nations spiked in 2022, new federal data show, including trade with China despite increasing friction between the world’s two largest economies. Even while posting record-high exports to 73 countries in 2022, the U.S. still ran a trade deficit of $1.19 trillion, up $101 billion from 2021, the U.S. […]

As the semiconductor sector gains increasing national security implications worldwide, the US defense industry has in particular woken up to the crucial role of semiconductor supply resilience, as recent global chip shortages impeded leading US defense contractors like Lockheed Martin and Raytheon to boost arms production in support of Ukraine. Worse, according to a recent […]

If thematic investing is about capturing structural shifts, then surely there ought to be an ETF targeting the reversal of the biggest economic event of the last century, via reshoring. From post-WW2 alliance building to Bretton Woods, China’s ‘Great Leap Forward’ to the fall of the Berlin Wall and the IMF’s Structural Adjustment Programmes, the […]