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As data from the IEA confirm, the scale of China’s green energy push in the last couple of years dwarfs the much ballyhooed green energy programs in the West - NextGenEU, IRA etc. Chinese manufacturers are expanding production of solar, wind, batteries and EV at a breakneck rate. Fierce competition is driving prices and costs down at a rate never previously imagined. Barring some unforeseen technological upset, China is set to be the leader in the first decades of the global clean energy transition.

A roundup of investment ideas for active investors

Amidst all of the debate around Christopher Nolan’s Oppenheimer, I was shaken this week by a typically salutary thread by Alan Allport on the anniversary of another bombing. Eighty years ago, in a ten-day joint operation, American bombers by day and British bombers by night destroyed a large part of the German industrial and port city of Hamburg.

Sudan is a pivotal link in the increasingly fragile and violent geopolitics of both the Sahel and the Red Sea/Horn of Africa regions. The bloody fighting across the country that began on April 15 is the result of a clash between the two most powerful military forces in the country - General

In response to the surge in prices that began in earnest in the summer of 2021 central banks all around the world are hiking interest rates. When taken together, a series of national policy moves add up to the most widespread tightening of monetary policy since the start of the fiat money era in the early 1970s.