Geopolitical Economy
Geely’s UK Gambit: Why a 100,000-Car Target is a Major Signal for the Global Economy
Chinese auto giant Geely targets 100,000 UK sales, setting up a high-stakes economic and investment battle with Tesla and BYD on a key global stage.
The Green Steel Shockwave: Is Australia’s $160bn Iron Ore Empire Facing a ‘Freight Train’ of Change?
Australia’s iron ore dominance is facing a ‘freight train’ of change from the green steel revolution and a massive new high-grade mine in Africa.
A High-Stakes Gambit: US Weaves Politics into South Africa’s Economic Lifeline
US-South Africa trade talks face a political impasse as Washington reportedly links a vital trade deal to sensitive domestic policies like B-BBEE.
The New Energy Gold Rush: How US Shale Gas is Reshaping Global Finance and Investment
The U.S. shale gas boom, unlocked by policy changes, has transformed global energy markets, creating a new frontier for finance, investing, and geopolitics.
The New Economic Chessboard: How China’s Grip on Rare Earths Will Reshape Global Markets
China’s new rare-earth export controls signal a new era of economic warfare, threatening to break supply chains and reshape global markets.
Market Crosscurrents: Navigating Trump’s Tariff Threats, Fed Policy, and a Surge in Futures
U.S. stock futures surge despite Trump’s renewed China tariff threats and the Fed’s cautious stance on rate cuts. A deep dive into what’s moving markets.