geopolitics
2026 Stock Market Boom? Why Geopolitics and the AI Chip War Will Define Your Portfolio
A bullish 2026 stock forecast is just the beginning. Discover how EU finance and the US-China tech war will shape the future of global investing.
Beyond Transitory: Decoding the ‘Satanic List’ of Factors Reshaping the Global Economy
A leading economist reveals the four structural forces—from geopolitics to demographics—that are ushering in a new era of higher, more volatile inflation.
The 7-Month Scramble: Inside HSBC’s Turbulent Hunt for a New Global Chair
HSBC’s chaotic 7-month search for a new chair ends with an interim appointment, revealing deep board divisions and the challenge of leading a global bank.
The €14 Trillion Question: Is Europe’s Single Market Dream Dying?
Europe’s single market, its flagship economic project, has stalled. A failure to unify capital and services markets is stifling growth and investment.
The €210 Billion Question: Unlocking Frozen Russian Assets for Ukraine’s Future
The EU is set to propose a groundbreaking plan to use profits from €210bn in frozen Russian assets as collateral for a massive loan to Ukraine.
Beyond the Headlines: Decoding the Putin-Trump Envoy Meeting and Its Shockwaves for Global Finance
A “useful” meeting between Putin and a Trump envoy signals potential shifts in global finance, impacting markets, sanctions, and the economy.
The Investor’s Fog of War: Navigating Market Uncertainty in an Age of Geopolitical Turmoil
A “fog of war” in geopolitics mirrors market uncertainty. This analysis explores how investors can navigate economic volatility using fintech and risk management.
The China Paradox: Why Europe’s Biggest Companies Are Doubling Down on a Risky Market
Despite rising geopolitical tensions, European firms are pouring capital into China. It’s not just about market access—it’s a strategic necessity.
A Radioactive Bet: Why Japan’s Return to Nuclear Power is a High-Stakes Game for the Global Economy
Japan’s pivot back to nuclear power is a high-stakes gamble driven by economic necessity. What does this mean for investors and the global economy?
The Tell-Tale Moment: How One Question to Trump Unveiled the Future of Global Finance
A brief political exchange reveals profound shifts in the global order, with major implications for finance, investing, and the future of the economy.
The $45 Billion Question: Trump’s Pardon of a Narco-President and the Financial Shockwave Headed for Central America
Trump’s pardon of a narco-president sends shockwaves through global finance, raising alarms for investors about political risk in emerging markets.
Budget Alarms, AI Ambitions, and Border Tensions: Decoding the New Global Economic Chessboard
Business leaders critique UK budget plans while China’s AI race goes global and Europe rethinks security. A new economic landscape is emerging.