You might have noticed that I haven’t posted anything here recently. The main reason is that I have a new job as of early November. I’m now a Senior Research Fellow, Geoeconomics, in the Global South Program of the Quincy Institute for Responsible Statecraft. I’m delighted to be there since I describe myself as a “Neoliberal Peacenik,” I am temperamentally inclined towards a foreign policy of restraint, and I have long been interested in subjects like the geopolitical aspects of the international monetary system, and “what works” in terms of EM development strategies. So I see this as an opportunity to continue researching and writing about those subjects but in a more institutional role that also allows for more advocacy. I will still post here occasionally, but it will likely be about either somewhat more technical subjects or (far more likely) the enthusiasms/dad jokes section of earlier posts. But for now, I just wanted to post some of things I have written in my new capacity for Responsible Statecraft, our online journal, which has no paywall. So here some links to pieces there and to a piece that appeared in FT Alphaville (also no paywall). You will note echoes here of things I have already written about on the stack, or in earlier incarnations on Medium and Tumblr.
https://responsiblestatecraft.org/china-trade (On the overwrought response of the US to China building a port in Peru.,
https://responsiblestatecraft.org/scott-bessent/ (a quick take on the Treasury Secretary designate and his plans to use tariffs and dollar centrality as cudgel.
https://responsiblestatecraft.org/trump-trade-war/ (on the 4 different trade factions within the US and how it might all play out).
https://www.ft.com/content/6c9821f3-924f-4d07-a95e-765512b8c634 (On the interactions among three roles of the dollar — Trade, National Security, and Global Financial Stability).
Thanks to all followers and I will try to keep on posting here. Wishing you all the best for the holidays and a wonderful 2025.
A bit late, and Happy New Year!
I hope you had the 'Avengers Assemble' soundtrack playing on your first day. If not, Monday is another first day!
Congrats, Karthik. Happy 2025!