Tag: China
Justin Danhof: ESG’s Negative Impact on Shareholder Value, U.S. Competitiveness, and China Risk
Justin Danhof, Executive Vice President, and Head of Corporate Governance at Strive Asset Management. Prior to joining Strive, Justin held numerous positions at the National Center for Public Policy Research, most recently as the Executive Vice President. Justin is one the nation’s leading corporate activists with vast experience in shareholder engagement and proxy voting. Justin’s…
Professor Richard Stoll: International Relations, Europe, Asia, & The Middle East
Professor Richard Stoll, Albert Thomas Professor of Political Science at Rice University, is a renowned expert in international conflict, utilizing computer simulations and statistical analysis. His research, supported by the National Science Foundation, includes studying arms competitions, comparative foreign policy, and predicting serious international conflicts. Currently, he investigates naval arms races, public support for gender-equal…
Why in Ukraine, Ideals are a Strategic American Interest
Background A year and two months into the Russian invasion of Ukraine and the war appears to have reached an entrenched stalemate. Against this backdrop, we’ve seen an ever-incremental (perhaps strategic) increase in U.S. and NATO ally financial and military aid flowing to Ukraine. However, as the U.S. begins gearing up for a presidential election…
2023 Outlook: Geopolitics on Markets
Background The world we live in today is nearly unrecognizable from a short two years ago. While disruption is always in play, the global pandemic both enabled and exacerbated the rate and impact of sea change level events on a global scale. While much of the world (though not everyone) has since moved on from…
Iranian Protests & Transition
Background Not since the Green Movement or Islamic Revolution before it has Iran been faced with widespread protests that pose an existential threat to the ruling regime. The death of Mahsa Amini, a tourist to Tehran from her native Kurdish region of the country, struck a chord with Iranians across the country, sparking months of…
Island Fever: Taiwan’s Midterms
Background Taiwan recently wrapped up its midterm cycle, which saw President Tsai Ing-Wen’s party, the DPP (Democratic Progressive Party), lose significant ground to the KMT (Kuomintang). In the aftermath of the disappointing results, President Tsai resigned as DPP party leader. However, she will stay on to finish her presidency ending in 2024. The headline, while…
Brazilian Election Impact on Foreign Affairs
Background South America’s largest economy recently ended its election cycle resulting in a successful presidential bid returning Luiz Inácio Lula da Silva, or simply Lula, back to Brasília. The election has exemplified the recent bout of turbulence in Brazilian politics. The transition from a Bolsonaro to a Lula administration will undoubtedly bring domestic change, but…
Bretton Woods III & Global Trade
Background At the end of WWII, the United States, and impacted nations the world over, came together to revivify some semblance of cohesive international dialogue. Under the auspices of the United Nations, states negotiated frameworks for future trade, diplomacy, and economic engagement. From the latter, Bretton Woods was born, pegging the U.S. dollar to gold,…
The Solomon Islands – A Microcosm of Soft Power
Background Soft power has long been a proxy for influence and global standing. Rather, soft power, and the ability to project it, is the summation of strength in four areas – military capacity, economic sophistication, cultural ubiquity, and reputation (are you viewed as a ‘wolf warrior,’ do you break treaties, have you stood by your…
India: Geo-strategic Partner or Indifferent Beneficiary
Background Much has been made of the pivot to Asia. President Biden himself stated, [1] “the future of the 21st century economy is going to be largely written in the Indo-Pacific — in our region”. Indeed, statistically, much of the world’s population, GDP, and trade will occur here over the coming decades. As the world’s…
