Author Archives
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Territory, Pressure and Power Shape Fragile Diplomacy in Russia–Ukraine Negotiations
Ukrainian and Russian negotiators sitting down for direct talks on territory reflects not diplomatic momentum but strategic exhaustion colliding with external pressure. The discussions, held under U.S. mediation, revolve around the most intractable issue of the war: land seized, defended,… Read More ›
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Geopolitical Friction and Policy Volatility Temper the Pace of Global Equity Allocations
Global equity fund inflows have begun to lose momentum as investors reassess risk in an environment shaped by geopolitical uncertainty, uneven regional growth prospects and shifting policy signals. While equities continue to attract capital, the pace of inflows suggests a… Read More ›
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Dollar Custody and Financial Leverage Shape Iraq’s Oil Economy Under U.S. Oversight
Iraq’s vast oil wealth is the foundation of its economy, yet the flow of its most critical revenues does not move freely through Baghdad alone. Instead, the financial architecture governing Iraq’s oil income places the United States at the centre… Read More ›
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Fragmented Tariffs, Fractured Borders: How Targeting Individual EU States Could Strain U.S. Customs
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 ›
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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 ›
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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 ›
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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 ›
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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 ›
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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 ›
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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 ›
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