The Taiwan Question – What are investors thinking after Trump’s Beijing summit?

Taiwan

United States President Donald Trump met with President Xi Jinping of the People’s Republic of China at a summit in Beijing in mid-May. The two leaders spoke for about two hours behind closed doors, discussing the trade relationship between the world’s two largest economies, the emergence of artificial intelligence, and energy cooperation. But it was a pointed comment from Xi about Taiwan that hinted at an unresolved issue that may make or break global relations. 

BRICS: An Update and a Challenge

BRICS

Has BRICS finally produced an alternative to the “petrodollar” after twenty years? And does it live up to the hype? Depending on where you look online, key details are being left out. So, let’s slow down and review what’s actually happening.

BRICS and the Drive Towards De-Dollarization: Has It Stalled?

BRICS

Could BRICS break the dollar’s grip? The answer is coming into sharper focus, and it’s more complicated than either the optimists or skeptics predicted. Since our previous analysis, BRICS has made concrete moves toward de-dollarization while simultaneously confronting harsh economic and political realities. The gap between ambition and achievement has never been clearer.

The Automotive Industry, China’s Semi Grip on Supply Chains, and General Motors 2027 Exit Strategy for Suppliers (Is a clean break even possible?)

auto industry and china

General Motors (GM) has instructed thousands of its suppliers to phase out sourcing parts and materials from China by 2027. The exit strategy began in early 2024, with the directive gaining momentum in spring of this year, 2025. This directive is part of GM’s broader strategy to enhance supply chain resiliency and reduce exposure to geopolitical risks, particularly amid escalating, or let’s just say, continuously fluctuating, U.S.–China trade tensions.

Hot Topics in International Trade A Tariff Christmas Message for US Kids

china tariffs

Hey kids in the US please pay attention and beware. Yes, Santa is still coming but regarding this you should care. Due to the import tariffs on Chinese products his sack will be lighter but don’t blame Santa, the Christmas funds had to get tighter. He’ll still bring some gifts from your long Christmas list but some of those gift had still and aluminum parts so they got 50% hits. Please understand there is a trade war going on and our relationship with China isn’t that strong so just suck it up and feel blessed with what you have gotten. Maybe in another year these Christmas woes are forgotten. Merry Christmas and all that.

Can BRICS Break the Dollar’s Grip?

brics

For decades, the U.S. dollar has ruled the world. Whether a Brazilian farmer sells soybeans to China or an Indian company buys oil from the Middle East, chances are the transaction runs through greenbacks. Nearly 80 percent of global trade is still denominated in dollars—even when neither the buyer nor the seller is American.