Eurasia Group Top Risks for 2023
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#China
Do We Want, or Do We Not Want?
Antonio Navalón The North American Leaders’ Summit, held on January 9 and 10, not only marked the beginning of the year in a truly shocking way in terms of politics, economics, forms, and what may or may not happen. This meeting between Biden, López Obrador, …
My Readings
Luis Rubio Thomas Carlyle (1795-1881) says, “the True University of these days is a collection of books.” Here is my best attempt to share some of the readings that impacted me the most this year. Two emblematic dictators-Stalin and Hitler- were allies at the beginning …
Populist America.
Antonio Navalón There is a tendency to value failure that I have often wondered whether it is not the reaction to the sublimation of the triumph and victory that the American world has put in front of us. Pedro Castillo is no longer President of …
Deglobalization
Luis Rubio The central characteristic of our time would seem to be the tensions that generate real or perceived inequalities in the distribution of the benefits of economic growth. Countless nations around the world have elected leaders whose calling card has been the rejection of …
Wealth Outlook 2023, Roadmap to Recovery: Portfolios to Anticipate Opportunities.
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Luis Maizel’s Monthly Letter: Divided Congress, Good or Bad?
Image: Wildpixel on iStock After a very messy election and nearly $17 billion in campaign spending, the Democrats did better than projected and retained the Senate, although they lost control of the House of Representatives. People wonder why, at a time of enormous inflation, crime in the streets, and a rather incapable president with popularity …
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Dreaming the Impossible
Antonio Navalón It is striking that in the history of Mexico – even before the Conquest – it is the impossible dream that almost always explains how events unfolded and, above all, why we constantly set out and analyze what remains after failure. If one …
Luis Maizel’s Monthly Letter: All of Latin America is Now Left-Wing.
With Lula’s victory in Brazil, the entire subcontinent, from Argentina to Mexico, now has a left-wing populist government. The explanation for this phenomenon is quite simple. The difference in income distribution, where very few have a lot of money, and the majority live in poverty, …
China Awakened.
Antonio Navalón Xi Jinping’s father was one of Mao Zedong’s many victims during the Chinese Cultural Revolution. The current President of China grew up in a rural environment, a man who – like so many millions of his fellow citizens at the time – had …