China
The Great Reversal: How Xi’s China Shattered the Global Economic Dream
Xi Jinping has dismantled the reforms that fueled China’s rise, creating a new totalitarian state with profound implications for the global economy and investors.
The New Strategic Gold Rush: Why a US-Brazil Alliance on Rare Earths Could Reshape Global Finance and Technology
A potential US-Brazil deal on rare earths could reshape global supply chains, challenging China’s dominance and creating new investment opportunities.
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.
China’s Tech Civil War: Is the “Anti-Involution” Crackdown a Cure or a Cage?
China’s tech giants are in a brutal price war. Now, regulators are launching “anti-involution” probes to stop the self-destruction. What does this mean?
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.
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 New Economic Iron Curtain: Decoding Trump’s 25% Tariff Threat on Iran’s Trade Partners
A new 25% US tariff threat on countries trading with Iran could reshape global finance, impacting the economy, stock market, and international banking.
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.
Nvidia’s High-Stakes Game: The Billion-Dollar Scramble for AI Dominance in Asia
Nvidia’s AI chip dominance faces a geopolitical test in Asia, as US sanctions on China reshape the flow of capital and spark a multi-billion dollar race.
The $2 Billion AI Deal Caught in the Crossfire: Why China is Scrutinizing Meta’s Latest Acquisition
Meta’s $2bn AI startup deal hits a snag as China reviews the purchase, signaling a new era of geopolitical risk for global tech M&A and innovation.
BYD’s British Gambit: Why the UK Market is the Ultimate Litmus Test for Global EV Dominance
BYD’s UK market entry is a strategic test. Success in this “diagnostic market” will signal its potential for global EV dominance to investors.