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16.07.25 - 10:06
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Chancenreiche Bewertungen: Trump 2.0: Make Schwellenländer great again (Das Investment)
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Donald Trumps zweite Amtszeit rückt Schwellenländer ins Zentrum globaler Kapitalströme.Die anfänglichen Befürchtungen hinsichtlich der Auswirkungen der US-Handelspolitik auf die Schwellenländer waren beträchtlich, aber jetzt, wo sich der Staub gelegt hat, scheinen die Schwellenländer gut positioniert zu sein, um in dieser neuen Realität höherer Zölle zu gedeihen, so Xavier Hovasse und Naomi Waistell, Co-Manager des Carmignac Portfolio Emergents Fonds. Die alten globalen Strukturen zerbröckeln. Vorbei sind die Zeiten, in denen Asien lediglich der ausgelagerte Produzent des Westens war, Europa die Heimat von Luxus und Tourismus und die USA die Quelle der Tech-Revolution. Es ist noch gar nicht so lange her,...In Verbindung stehende Nachrichten:Neue Welt, neue Regeln: Trump 2.0 erfordert mehr Flexibilität beim AnlegenCarmignac zum 2. Halbjahr, Teil II: Führt "America First" in die globale finanzielle Anarchie?Carmignac zum 2. Halbjahr, Teil I: Zwischen TACO und TOFU: Wo Carmignac jetzt...
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16.07.25 - 06:15
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Escobar: Trump Terrified By BRICS Strategic Threat (ZeroHedge)
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Escobar: Trump Terrified By BRICS Strategic Threat
Authored by Pepe Escobar,
This is it. The ruling classes of the Empire of Chaos, plus the current, clownish Circus Ringmaster have finally realized that BRICS is a serious strategic threat – and existential challenge – to their unilateral domination of the current system of international relations.
They didn't come to this conclusion by carefully scrutinizing the BRICS annual summit in Rio – or last year's ground-breaking summit in Kazan for that matter: they are lousy at doing basic homework.
It's more like they were awakened from their torpor by feeling in their skins which way the – global – wind is blowing, in terms of all sorts of models being tested to bypass the U.S. dollar and the iron-clad control of the Bretton Woods institutions.
The conclusion was inescapable: BRICS have crossed the ultimate red line. No more Mr. Nice Guy talk shop. The 130-plus point Rio declaration, released at the first day of the summit, spells i...
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14.07.25 - 08:12
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The Guardian view on Brics growing up: A new bloc seeks autonomy – and eyes a post-western order | Editorial (The Guardian)
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The expanding group of emerging powers is building new rules, new tools and a shared industrial future – with or without Donald TrumpThe Brics summit in Brazil last week revealed a loose alliance of emerging powers becoming more complex – and perhaps more consequential. For Brics, heft matters. It now counts 11 member states – including Indonesia, which joined this year – representing half the world's population and 40% of the global economy, outpacing the G7 by $20tn.Yet its size hides its contradictions. The grouping's call for more inclusive global institutions sounds welcome, but there is a preponderance of autocracies within its own ranks. Brics is right that international law should be upheld in Middle Eastern conflicts. But it climbs down from its moral pedestal by condemning Ukraine's strikes on Russian infrastructure – while staying silent on Moscow's relentless attacks on civilians. Continue reading......
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12.07.25 - 10:36
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Brics still lacking the cement to build a better structure (SCMP)
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What good are bricks without mortar? For that matter, what good is the Brics bloc of developing and emerging nations without a strong bonding force that enables its members to jointly construct a new global political and economic order?
This question arose again after the news of President Xi Jinping's absence from the latest Brics summit in Rio de Janeiro, with Prime Minister Li Qiang attending in his place. Russian President Vladimir Putin, who is wanted by the International Criminal Court for......
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