Investment Strategy
The Price of Protection: How Trump’s Transactional Foreign Policy is Reshaping the Global Economy
Trump’s transactional foreign policy, from NATO threats to Greenland, has shattered global economic stability. This analysis deconstructs the financial impact.
China’s “Involution” Crisis: Why Beijing Is Waging War on Price Wars
China’s regulators are fighting deflation by launching “anti-involution” probes into ruinous price wars, a major policy shift affecting its economy.
From Boom to Bust: The Economic Hangover Shaking the Global Spirits Market
After a post-pandemic boom, spirits makers face a crisis of oversupply, forcing production halts and price cuts as consumer demand plummets.
India’s Trillion-Dollar Treasure Chest: Why the Global Luxury Market is Betting Big on the Subcontinent
As China’s luxury boom cools, global brands are turning to India. Explore the economic forces and investment opportunities in this emerging powerhouse.
The VAR Paradox: Why We Forgive Human Error But Despise Flawed Algorithms in Finance
The backlash against VAR in football reveals a critical lesson for finance: we are far less tolerant of machine errors than human ones.
The Great Re-Allocation: Why BlackRock Says Volatility is Forcing a Historic Shift to Private Markets
In a new era of volatility, BlackRock reports a massive client shift from public stocks to private markets, reshaping the future of global investing.
China’s Trillion-Dollar Pivot: What the 2025 Belt and Road Spending Surge Means for the Global Economy
China’s Belt and Road spending hit a record in 2025, signaling a strategic resource grab. We break down what this means for the global economy and investors.
The UK’s Economic Paradox: Why Consumer Confidence Reveals a Nation Divided
Beneath the UK’s rising consumer confidence lies a stark generational divide, with profound implications for investing, finance, and the broader economy.
The High-Stakes Showdown: Why Political Interference with the Federal Reserve Threatens Your Portfolio and the Global Economy
Political pressure on the US Fed isn’t just talk. It’s a historical recipe for economic disaster that could threaten your investments and global stability.
The Great Economic Divide: Why UK Consumer Confidence Reveals a Tale of Two Generations
UK consumer confidence is rebounding, but a stark generational divide reveals a fractured economic recovery with major implications for investors and businesses.
Beyond the Bluster: Why Trump’s Greenland Gambit Is a Red Flag for the Global Economy
Trump’s Greenland talk was a “weapon of mass distraction,” says a former Nato chief, but it reveals deep economic truths about Arctic resources and risk.
The Battle for Britain’s Right: A High-Stakes Game for Investors and the UK Economy
A party’s health is shown by talent flow. The Tory vs. Reform battle will shape the UK economy, impacting finance, investing, and market stability.