Politicians can make a mess of things, but policymakers typically seek to solve problems. Politicians proclaim a new cold war between China and the U.S.; policymakers see it as a dysfunctional historical period that must be led back to equilibrium. The Chinese are happy with their authoritarian system, the west isn’t going to give up democracy. That means the rules of engagement – meaning trade - must be reflective of those disparate systems. Since all capitalist and democratic societies are impacted the same way by China’s state-run economy, they can decide collectively a different approach than the current one and then implement it. It doesn’t require an unachievable WTO consensus but rather willful j...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...