supply chain resilience
Collision Course: Why Europe’s Carmakers Are Divided on a “Made in Europe” Future
European carmakers are deeply divided over the EU’s “Made in Europe” proposals, pitting global supply chain efficiency against regional industrial strategy.
The Repair Cafe Economy: Why Your Broken Toaster Signals the Next Frontier in Finance and Investing
A local repair cafe offers a powerful glimpse into the circular economy—a multi-trillion-dollar investment frontier reshaping finance, tech, and economics.
India’s $800M Bet on Rare Earths: A New Magnet for Global Investors?
India is launching a bold $800M plan to produce rare earth magnets, aiming to challenge China’s dominance and secure its place in the global tech economy.
The $1.19 Trillion Signal: How China’s Record Trade Surplus is Rewriting the Rules of the Global Economy
China’s record $1.19tn trade surplus signals a major shift in global economics, driven by strategic diversification away from the US towards ASEAN.
The Arctic Ticking Time Bomb: Why a Greenland-Denmark Rift Could Fracture the Global Economy
A potential rift between Greenland and Denmark threatens to upend global supply chains for critical minerals, posing a massive, overlooked risk to the EU economy.
Maersk’s Green Gambit: Why a Pivot to Ethanol Could Reshape Global Trade and Sideline Beijing
Maersk’s exploration of ethanol is a strategic pivot to de-risk from China’s dominance in green methanol, reshaping shipping’s future and global trade.
The New Gold Rush: Why Investing in Recycled Magnets is a Geopolitical Masterstroke
Europe’s push to recycle rare earth magnets is a major geopolitical and economic move, creating new investment opportunities in the circular economy.
The Great Pharma Migration: Why Europe is Losing Billions in Investment to the US
Europe’s pharma industry faces a crisis as US incentives like the IRA lure away billions in investment, threatening the continent’s economic future.
Decoding the Global Economy: Fed’s Rate Cut, Ukraine’s Future, and Europe’s Industrial Gambit
A deep dive into the Fed’s rate cut to a 3-year low, postwar Ukraine talks, and Europe’s new industrial strategy, and what it means for the global economy.
Fortress Europe? Why the EU’s New ‘Made in Europe’ Plan is a Seismic Shift for AI, Cloud, and Your Startup
The EU’s push for 70% domestic production of critical goods is a seismic shift that will reshape the landscape for AI, cloud, cybersecurity, and startups.
Casting On for an Economic Winter: A Modern Guide to Financial Knitting
A powerful metaphor from an FT letter reveals a new era for the global economy. Discover “financial knitting” and how to invest in a deglobalizing world.
The ‘Hardiest Bug’ Economy: A Darwinian Guide to Investing in an Age of Chaos
In a volatile global economy, only the most resilient companies will thrive. This guide explores a Darwinian approach to investing for long-term survival.