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Trade Relations Series 4: The US-Mexico-Canada Relationship

Historical North American Trade The economic ties across North America stretch back centuries, long before the formalisation of modern trade agreements. During the colonial era, trade was largely dictated by mercantilist policies, with European powers extracting raw materials from their… Continue Reading →

The Shifting Sands: Navigating the EU-China Economic Relationship for Investors

Introduction: A New Era of Competition For decades, the global economic landscape was characterised by a clear division of labour, with China serving as the world’s factory, producing goods across various value chains, whilst European (and US) firms largely dominated… Continue Reading →

The Transatlantic Tightrope: Navigating the US-EU Trade Relationship

Author: Manus AI The economic relationship between the United States and the European Union is arguably the most significant and complex bilateral partnership in the world. Far from a simple exchange of goods, it encompasses a vast web of trade… Continue Reading →

Building a Thematic Portfolio with DCSC: Capturing Tomorrow’s Growth Today

Introduction: The Generative AI Revolution The launch of ChatGPT in late 2022 marked a watershed moment for artificial intelligence, triggering what many now recognise as one of the most explosive industry growth stories of the decade. In just over two… Continue Reading →

US-China Tariffs, Trade, and the Decoupling Dilemma

Introduction The complex relationship between the United States and China, the world’s two largest economies, has profound implications for global trade, investment, and geopolitical stability. Over the past decade, this relationship has been increasingly defined by trade tensions, marked by… Continue Reading →

Navigating Trump’s Tariffs: DCSC, Sector Exposure and Opportunity

The prospect of renewed Trump-era tariffs introduces significant uncertainty into the global economic landscape. Potential sweeping changes to U.S. trade policy threaten to reshape supply chains, impact corporate profitability, and create unpredictable volatility across sectors. For investors, the critical question… Continue Reading →

How Drones are Changing Industries and Where to Invest

Introduction The drone sector is rapidly emerging as a transformative force across multiple industries, capturing the attention of investors and businesses alike. With the global market projected to reach between USD 19.89 billion and USD 87.5 billion by 2033, the… Continue Reading →

The Booming Sector of Cybersecurity: Opportunities and Innovations

In our fast-paced digital world, the importance of cybersecurity is more crucial than ever. As businesses lean more on digital platforms, the cybersecurity industry is set to experience significant growth, with projections indicating it could reach a staggering US$298.5 billion… Continue Reading →

From $630 Billion to $1.8 Trillion: The Explosive Growth of the Space Economy

The space technology sector is quickly becoming one of the most exciting and profitable industries out there. The global space economy will be worth $1.8 trillion by 2035, up from $630 billion in 2023 – almost twice the rate of… Continue Reading →

Navigating the Shift in Energy: Opportunities in Sustainable Energy and Electric Vehicles

Every 24 hours, enough sunlight touches the Earth to provide energy for the entire planet for 24 years” – Martha Maeda” Thus, the energy emitted by the Sun in one day is 3.37 × 10 31 J. As we face… Continue Reading →

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