Geopolitical Economy
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.
Beyond the Headlines: Decoding Iran’s Economic Uprising and Its Global Ripple Effect
Unpacking the economic crisis fueling Iran’s protests and its ripple effects on global finance, energy markets, and regional stability.
Beyond the Hype: Tesla’s Pivot from EV King to Energy Titan
Tesla may have lost the EV sales crown to China’s BYD, but its real focus is shifting to a larger prize: dominating the grid-scale battery market.
Powering the Dragon’s Brain: The Nuclear Secret Behind China’s AI Investment Boom
While the world focuses on AI chips, China is securing its dominance with a massive nuclear power expansion—a critical, overlooked investment theme.
Indonesia’s $20 Billion Gamble: Forests for Food and the New Fault Line in ESG Investing
Indonesia’s plan to clear 3mn hectares of forest for food security creates a major conflict for ESG investors and the global economy.
On the Brink: Why the US-Indonesia Trade Pact Is Faltering and What It Means for the Global Economy
A critical US-Indonesia trade deal teeters on collapse, threatening global supply chains, the EV market, and the geopolitical balance in the Indo-Pacific.
The Canary in the AI Coal Mine: Why UK Pension Funds Are Ditching US Tech Stocks
UK pension funds are pulling back from US stocks over AI bubble fears, a sign of a broader reassessment of risk in the global financial markets.
Trump, Xi, and a High-Stakes Phone Call: What It Means for the Global Economy and Your Investments
A phone call between Donald Trump and Japan’s PM hints at major shifts in global economic and security policy, with huge implications for investors.
Beyond Tariffs: Decoding the New US-Taiwan Economic Alliance in the High-Stakes Chip Sector
A top Taiwanese official’s confidence in no US tariffs on its chip sector signals a new era of economic alliance, impacting global finance and investing.
Beyond the Handshake: Decoding the Multi-Billion Dollar Economics of the US-Saudi Alliance
A deep dive into the US-Saudi deals, exploring the huge economic and investment implications of Vision 2030 and strategic military sales.
Amazon’s Crossroads: Why COP30 in Belém is a High-Stakes Gamble for Global Finance
COP30 in the Amazon is a critical test for global finance. Can market-based solutions and fintech finally make a living rainforest more valuable than a dead one?
The Chip War’s New Front: Why China’s Olive Branch to Europe Could Reshape Global Markets
China’s easing of chip export controls to Europe is a strategic move in the global tech war, with major implications for the economy and stock market.