Geopolitical Economics
The World is Not Flat: A Global South Perspective on the Ukraine Conflict and Its Economic Shockwaves
A letter from Punjab, India, reveals a Global South perspective on the Ukraine conflict, signaling a major shift for the global economy, finance, and investing.
The Great African Pivot: How Global Politics is Fueling a Trillion-Dollar Economic Revolution
Global politics are pushing Africa to look inward, with Afreximbank financing a shift from raw exports to internal processing, powered by the AfCFTA.
From Classroom to Combat: The Investment Case for Drone Swarms and the Future of Defense
A high school project on “drone walls” reveals a profound shift in the defense economy, creating a new asset class for investors in AI and autonomous systems.
Transactional Power: Is America’s “Cash-and-Carry” Diplomacy Reshaping the Global Economy?
A shift in US foreign policy towards transactionalism has deep implications for the global economy, international finance, and long-term investment strategies.
The Digital Sky: Europe’s Multi-Trillion Dollar Gambit in the Age of Drone Warfare
Europe’s defense against cheap drones is economically unsustainable. A ‘digital sky’ offers a solution, creating a massive investment frontier in tech and finance.
From Flowers to Fabs: Japan’s High-Stakes Bet to Reclaim its Global Tech Crown
Japan is making a multi-billion dollar bet to revive its semiconductor industry, turning its “island of flowers,” Kyushu, into a global chip-making hub.
The Art of the Geopolitical Deal: Analyzing Trump’s Impact on Global Finance and the Economy
A look at how Trump’s transactional diplomacy, treating foreign policy like a business deal, is reshaping global markets, trade, and investment strategies.
The Domino Effect: How a Tourist Slowdown is Shaking the Foundations of Japan’s Stock Market
A diplomatic chill is causing more than just canceled flights; it’s triggering a major re-evaluation of Japan’s economic future and rattling investors.
Fortifying the Future: The Economic & Investment Implications of the UK’s New Defence Posture
The UK’s vow to end the ‘hollowing out’ of its military is a major economic signal with deep implications for finance, investing, and the stock market.
Trump’s $5 Billion Lawsuit Threat Against BBC: A New Frontier of Financial Risk for Global Media?
Trump’s $5bn lawsuit threat against the BBC signals a new era of financial and political risk for the global media industry, impacting investors and markets.
China’s AI Gambit: A Stark Warning for the Global Economy and Investors
A stark warning in a letter to the FT reveals China’s massive AI education strategy. What does this mean for investors, finance, and the global economy?
The $900 Million Chess Move: How the US and IMF Forged a Lifeline for Argentina’s Economic Revolution
A $900mn US-IMF maneuver provides a crucial lifeline to Argentina, signaling strong support for President Javier Milei’s radical economic reforms.