The Great Economic War (GEW) (Part 10: The semiconductor technology battlefront)

The Great Economic War (GEW) (Part 10: The semiconductor technology battlefront) Phuah Eng Chye (3 December 2022) The US reacts strongly when it feels its economic and technology leadership is threatened; as it did against Japan in the 1980s. China’s rapid economic growth and technology advance is now triggering a similar response. According to the … The Great Economic War (GEW) (Part 10: The semiconductor technology battlefront)

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The Great Economic War (GEW) (Part 9: Geopoliticisation of MNCs)

The Great Economic War (GEW) (Part 9: Geopoliticisation of MNCs) Phuah Eng Chye (19 November 2022) In the post-colonial era, MNCs supplanted the military as the main force battling for control of global resources and markets. Nisha Narayanan points out “MNCs are powerful global actors…benefited from and fostered globalization through access to new markets, new … The Great Economic War (GEW) (Part 9: Geopoliticisation of MNCs)

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The Great Economic War (GEW) (Part 8: Lawfare)

The Great Economic War (GEW) (Part 8: Lawfare) Phuah Eng Chye (5 November 2022) Historically, world orders were primarily shaped by physical force – military, commercial and industrial. Post-WW2, the forces shaping the world order shifted from the physical to information. For several decades, the US emerged as the dominant superpower – with dominance in … “The Great Economic War (GEW) (Part 8: Lawfare)”

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The Great Economic War (GEW) (Part 7: Global depression and deglobalisation)

The Great Economic War (GEW) (Part 7: Global depression and deglobalisation) Phuah Eng Chye (22 October 2022) The global economy is exiting a globalised, free market, QE-driven and low-risk environment labelled as the Goldilocks economy. It is entering a new paradigm which is deglobalising, state- and QT-driven and high-risk environment. In the new paradigm, the … “The Great Economic War (GEW) (Part 7: Global depression and deglobalisation)”

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The Great Economic War (GEW) (Part 6: Geopolitics, monetary policy challenges and the collapsing tripod)

The Great Economic War (GEW) (Part 6: Geopolitics, monetary policy challenges and the collapsing tripod) Phuah Eng Chye (8 October 2022) Events are moving quickly; from an environment of relative calm to one of extreme stress. A global volatility blow-out is exposing the vulnerabilities of financial intermediaries, investors and businesses that relied on leverage to … “The Great Economic War (GEW) (Part 6: Geopolitics, monetary policy challenges and the collapsing tripod)”

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The Great Economic War (GEW) (Part 5: Global economic breakdown and monetary disorder)

The Great Economic War (GEW) (Part 5: Global economic breakdown and monetary disorder) Phuah Eng Chye (24 September 2022) Tumultuous events act as watershed to mark the ending of an era and the beginning of another. The end of World War 2 was followed by the Cold War between the West and Communist spheres. In … “The Great Economic War (GEW) (Part 5: Global economic breakdown and monetary disorder)”

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