World Affairs by Kanthan

U.S. overplayed its hand, weaponized the dollar, lost the war in Ukraine, and is getting mired in another disastrous Middle East war. The Global South has had enough

Americans are wealthy, healthy, happy and smart. And they just want to spread their happiness to the rest of the world.

Look at INCOME-per-capita. That’s only $38,000 a year. Also, GDP is based on spending and doesn’t reflect real wealth. Now look at China, where people have saved up $18 trillion in bank accounts. Who’s wealthier?

Some in the US are now starting to realize that decoupling from China is not so easy after all. The dream of offshoring or near-shoring has been downgraded to de-risking. Why? Manufacturing is more than just cheap labor...

The US economy is in shambles. Exploding debt, inequality, stagnant wages, dying small towns all over America, homelessness, drug addiction… the problems go on. And then there is dedollarization movement, which...

Peter Zeihan is so wrong about everything that this is my longest podcast — 40 minutes long! He’s wrong about deglobalization, the coming collapse of China, reshoring or friend-shoring of manufacturing, the future of US...

There has been a “pandemic of peace” in the news lately, starting with the historic peace deal between Saudi Arabia and Iran. More surprisingly, it was brokered by China! Then there has been an exponential increase in...

To paraphrase Shakespeare, we are living through the best of times and worst of times. We have the potential to create an incredible world, thanks to great advancements in science, technology, trade, global connectivity...

The geo-economic center of the earth is moving eastward, thanks to Asia, which is now the #1 continent in terms of GDP. China’s miraculous growth in the last four decades has made it the world’s #1 in manufacturing...

The USA has enjoyed the “exorbitant privilege” of dollar for many decades. As the currency of choice for global trade and foreign exchange reserves, the USD bestowed Americans with wealth and power. Let’s discuss what...

While Indian politicians protect the dairy industry from foreign competition, they have allowed the US to take over India’s e-commerce, 5G, mobile payments, social media etc.

Most people have their favorite talking point regarding China’s success — cheap labor, communist dictatorship, stealing IP, protectionism etc. While the stereotypes have some truth, the true reasons underpinning China’s...

Bretton Woods I led to gold-backed dollar that reigned as the global trade/reserve currency till 1971. Then it collapsed. The US dollar was revived with Petrodollar — we can call it Bretton Woods II. Now, the primacy of...

While the conflicts with Russia and China create some decoupling, the overall trend is globalization and some selective “re-globalization.”

The next 20 years are the most crucial for India. With a booming workforce and a young population, India can grow rapidly and become a developed nation. However, the challenges are numerous! India needs meticulous...