Daily FNArena News - International

As equity markets continue to rise, investment managers scan the world for opportunity with an eye on inflation and the commencement of tapering by the US Federal Reserve

While further trade decoupling between China and US/rest-of-world would hurt China the most, there’s no corporate or political appetite for the costs or disruption associated with severing trade with the world’s second largest economy

US equities offer easier access to mega caps and secular megatrends that have boosted investment returns over the decade past. Shareplicity’s Danielle Ecuyer argues it’s still not too late to hop on board

A handful of countries on the African continent have the potential to alleviate future shortages of minerals needed to drive green energy solutions, but investment, political, regulatory and infrastructure hurdles linger

As 2021 is exposing many of the flaws and fragilities of the global shipping industry, disruption seems but the logical response. However, reforming the industry is far easier said than done

China’s labour force is shrinking and the consequences will be global, predicts ANZ Bank

Serial changes to China’s energy mix, needed to achieve its pledge of reaching peak emissions by 2030 and carbon neutrality by 2060, will create tectonic shifts in commodity markets

Dr Han-Wei Liu discusses the dilemma facing the World Trade Organization as AI-related trade conflicts come to the fore

China is spending US$40bn a year in Africa. Longer term consequences can include Australia’s exports of iron ore

In search of a solution to ever-expanding debt-to-GDP ratios, Dr Roy van Keulen offers some food for thought, alongside a few ideas of companies likely to benefit