We dive into the presently shifting capital flow dynamic with David Skilling, Founding Director, Landfall Strategy Group. David’s firm provides insights on global economic, geopolitical, and policy developments to firms, investors, and governments, so we begin by getting a sense of the mood of his clients. We then discuss if the ongoing geoeconomic instability is creating room for Europe and Asia to come closer, even with the China-US complications in place. We then delve into his recent publication, Capital Wars, in which he argues that efforts to rebalance global trade flows will contribute to structural change in global capital flows. We go region by region, from the US to Europe, UK to Japan, and then ending with South-East Asia, to take stock of the likely impact of greater competition for capital at the firm and national levels.

Kopi Time E178: AI and National Interest with Dr. Anthony Annett
36:32

Kopi Time E177 - Deborah Elms on Trade Matters
51:56

DBS Kopi Time E176- Notes from IMF Meetings - Stark Disconnect
15:27