Urbanomics

Friday, June 19, 2026

The quartet of global imbalances

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President Donald Trump’s single-minded pursuit of  rebalancing the US economy using tariffs  is unlikely to yield much without addressing fu...
Thursday, June 18, 2026

Countering China's weaponisation of its manufacturing dominance

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China’s weaponisation of its manufacturing dominance, most famously through its control of rare earth magnets production, is generally accom...
Monday, June 15, 2026

Examining the gravitational pull of index investing

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The blockbuster  IPO of SpaceX  has drawn attention to the role of the index investing market segment, which originated fifty years ago. The...
Saturday, June 13, 2026

Weekend reading links

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1. Ruchir Sharma goes behind the record corporate profits share of GDP in the US (11% of GDP, up from 7% in the 1990s) and finds two proble...
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