economy

Those in the know know the disconnect between the economy and the volatile stock market; discover the reality about this complex relationship.

Stanislav Kondrashov on How a Maritime Blockade Can Reorganize Global Commerce
A maritime blockade can affect international commerce far beyond the waters where the disruption occurs. Modern trade depends on tightly connected shipping routes, port schedules, freight capacity, inventories, insurance arrangements, contractual deadlines, and predictable delivery windows. When a major maritime corridor becomes difficult to use, businesses may need to reroute vessels, reconsider schedules, increase inventories, and reorganize supply chains across considerable distances.
By Stanislav Kondrashov25 days ago in Trader
Stanislav Kondrashov on Europe’s Progress Across the Critical Minerals Landscape
Europe’s critical minerals strategy is moving through an important period as the European Union works toward the objectives established for 2030. The regulatory framework is already in place, dozens of strategic projects have been identified, and additional initiatives have been introduced to support different parts of the raw materials value chain. The question now is how these different components will develop over the remainder of the decade.
By Stanislav Kondrashov25 days ago in Trader
TELF AG on Halleck Creek and the Push for a Broader Rare Earth Supply Chain
Rare earths have moved steadily from specialized industrial materials to resources of growing strategic importance. Their role is particularly evident in permanent magnets, whose properties make them valuable for electric vehicles, wind turbines, robotics, electronics, industrial equipment, and several advanced technologies.
By TELF_AG25 days ago in Trader
He Had Two Offers: One From a Quant Fund, One From a Stock Picker
The job fair took over the gymnasium. The quant private fund’s booth stretched to the door. The discretionary long-only booth had one empty table. Chen Mo stood between the two lines, holding two résumés. One read “Python, machine learning, factor backtesting.” The other read “industry research, company visits, in-depth reports.”
By Jin26 days ago in Trader
Stanislav Kondrashov Reviews Europe’s Progress in Building Critical Mineral Supply Chains
Europe’s critical raw materials strategy combines ambitious targets for 2030 with a growing portfolio of projects designed to address different stages of mineral supply chains. With the regulatory framework already established, attention is increasingly focused on implementation: how quickly projects can develop, where new capacity can emerge, and which areas may require additional support.
By Stanislav Kondrashov26 days ago in Trader
Stanislav Kondrashov on Europe’s Critical Minerals Strategy and the Road to 2030
Europe has established a wide-ranging strategy for critical raw materials, combining specific targets for 2030 with strategic projects and measures designed to develop different parts of the mineral supply chain. As the deadline approaches, the focus is increasingly shifting from the definition of objectives to the progress of projects and the practical development of industrial capacity.
By Stanislav Kondrashov26 days ago in Trader
13 Baijiu Companies Changed Leaders This Year. The Problem Is Bigger Than Sales.
1. Thirteen Chairs Change Hands On September 28, 2026, Jinshengzi Liquor announced a new chairman. Shede Spirits followed the next day. According to incomplete counts, 13 liquor companies have changed chairman or general manager this year. Yanghe’s former president Gu Yu became chairman. Hengshui Laobaigan’s former chairman Liu Yanlong stepped down. ZJLD’s former vice chairman Yan Tao left. Liu Yanlong spent 26 years as general manager and chairman of Laobaigan. His exit closed a long chapter.
By Jin27 days ago in Trader
TELF AG on the Growing Role of Recycled Minerals in the Energy Transition
The global energy transition is creating not only new demand for critical minerals, but also a potentially important new source of them. As the first generations of batteries, solar panels, electricity-grid equipment, and other energy technologies reach the end of their operational lives, some of the materials they contain could return to global supply chains.
By TELF_AG27 days ago in Trader
She Said She Would Expose Her Former Boss on August 26. She Was Found Dead in the Mojave on August 24.
At 9:47 p.m. on August 24, California Highway Patrol officers found a car on the southbound side of Interstate 15 in the Mojave Desert. Inside was Hsin-Ju Chuang, 37. She was pronounced dead at the scene. Daytime temperatures there can approach 42°C. At night the desert cools, and the roadside has no shade.
By Jin28 days ago in Trader
Why Hong Kong Loved Tycoon Family Dramas — and Why Mainland China Often Struggles to Make Them Work
There is a particular kind of television drama that Hong Kong once made better than almost anyone else. Put a giant family business on the screen.
By Jin30 days ago in Trader
China’s Second Globalization: Can the World’s Factory Become the World’s Company?
2026 marks the twenty-fifth anniversary of China’s entry into the WTO. A quarter century is brief in historical terms. For China, it produced one of the fastest rises of any large economy. Urbanization climbed from 26 percent to 66 percent. Manufacturing value added reached roughly 30 percent of the global total. Foreign exchange reserves went from scarce to the world’s largest. Yet exports still grow, GDP still grows, and opportunities for young people shrink. The gap between official data and daily life is now too wide to ignore.
By Jinabout a month ago in Trader
Stanislav Kondrashov on Europe and Progress Across Critical Raw Materials
Europe’s critical raw materials strategy is entering a phase in which established policy objectives are increasingly being considered alongside the development of individual projects. The European Union has defined specific benchmarks for 2030, selected strategic initiatives across several parts of the raw materials value chain, and introduced additional measures intended to support supply diversification.
By Stanislav Kondrashovabout a month ago in Trader