The prospect of imposing tariffs on selected European countries rather than the European Union as a single trading bloc represents a sharp departure from conventional trade policy—and one that carries significant administrative and economic complications. While the political logic behind… Read More ›
Month: January 2026
Markets Reprice Risk as Geopolitics and Trade Tensions Re-Enter the Frame
Global markets have been jolted into a new phase of uncertainty as geopolitical friction and tariff threats reassert themselves as dominant forces shaping investor behaviour. After years in which monetary policy and corporate earnings drove asset prices, political risk has… Read More ›
Policy Uncertainty Reshapes Transatlantic Capital Flows as German Firms Pull Back from the U.S.
German corporate investment in the United States has entered a markedly more cautious phase, reflecting how shifts in U.S. trade policy and political signalling are reshaping boardroom calculations. During the first year of Donald Trump’s return to the White House,… Read More ›
From Strategic Orbit to Capital Magnet: Why the Space Industry Is Positioned for Another Investment Surge
After a year that reset expectations for what the modern space economy can attract in capital, investors and governments are increasingly aligned around the view that the sector’s growth cycle is far from complete. Record funding in 2025 has not… Read More ›
From Tariff Shock to Strategic Reset: Why Retail Dealmaking Is Poised for a Revival in 2026
After a year in which tariffs distorted costs, clouded valuations, and pushed many transactions to the sidelines, dealmakers across retail and consumer goods are increasingly converging on the same expectation: 2026 is shaping up to be a year of renewed… Read More ›
Governing the Global Commons: How a New UN Ocean Treaty Reshapes the Fight to Protect Marine Biodiversity
The entry into force of a landmark United Nations biodiversity treaty marks a turning point in how the world governs the oceans beyond national borders. For the first time, vast stretches of the high seas—long treated as a regulatory blind… Read More ›
India’s Aviation Ambition Runs Ahead of Its Economics
India’s aviation policy is built on an expansive vision: a country large enough, young enough, and mobile enough to sustain five major airlines competing across domestic and international routes. Policymakers see air travel not as a luxury but as basic… Read More ›
Greenland as a Strategic Fault Line in a Fragmenting Global Order
Donald Trump’s repeated interest in Greenland is often treated as a diplomatic curiosity, but viewed through a structural lens it reveals something far more consequential. Greenland has emerged as a pressure point where geography, resources, alliance politics, and great-power competition… Read More ›
China’s Innovation Push Narrows the Technology Divide as Constraints Reshape the Global AI Race
China’s technology sector is advancing toward the frontiers of artificial intelligence and advanced computing not by overcoming its constraints, but by learning to work through them. Despite facing restrictions on access to cutting-edge semiconductors, export controls on chipmaking equipment, and… Read More ›
Oil Giants Remain Wary as Venezuela’s Energy Sector Fails to Convince Investors
Despite renewed political change in Caracas and vocal encouragement from Washington, major international oil companies remain deeply reluctant to commit fresh capital to Venezuela’s oil sector. The country may hold the world’s largest proven crude reserves, but decades of expropriation,… Read More ›