A steady procession of foreign leaders arriving in Beijing reflects a recalibration underway across much of the world. After years of strained ties, muted engagement, and overt distancing from China, governments are reopening high-level channels with **Xi Jinping** not as… Read More ›
Geopolitics
Energy, Market Access, and Strategy Converge as Washington and New Delhi Close in on a Trade Pact
A prospective U.S.–India trade agreement has moved into what Indian officials describe as a “very advanced stage,” reflecting months of quiet negotiation shaped by energy security, tariff disputes, and shifting global trade alignments. While formal details remain under wraps, the… Read More ›
Earnings Optimism Drives Global Equities Higher Despite Persistent Trade Frictions
Global equity markets have climbed to record highs, propelled by growing confidence that corporate earnings momentum can withstand an unsettled trade and political backdrop. Investors across regions are increasingly prioritising company fundamentals, balance sheet strength, and forward guidance over headline… Read More ›
India–Europe Trade Reset Signals a New Axis in Global Commerce
India and the European Union have concluded a sweeping trade agreement that reshapes one of the world’s most consequential economic relationships, committing both sides to deep tariff reductions across the bulk of traded goods while carefully insulating politically sensitive sectors…. Read More ›
Long-Horizon Oil Partnerships Signal Libya’s Bid for Stability, Scale and Strategic Credibility
Libya’s decision to enter a 25-year oil development agreement with TotalEnergies and ConocoPhillips marks one of the most consequential energy moves the country has made since its post-revolution fragmentation began more than a decade ago. Beyond the headline figures of… Read More ›
Geopolitics Reclaims the Spotlight as Davos Shifts From AI Optimism to Strategic Uncertainty
When investors, executives and policymakers arrived in the Swiss Alps, artificial intelligence was expected to dominate the conversation. AI had matured from speculative hype into deployable infrastructure, drawing unprecedented pools of capital and reshaping expectations across industries. Yet by the… Read More ›
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 ›
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 ›
China’s Inflation Uptick Masks Deeper Demand Fragilities as Deflation Pressures Linger
China’s consumer inflation accelerated to its fastest pace in nearly three years at the end of 2025, offering policymakers a rare moment of relief after a prolonged struggle with weak prices. Yet beneath the headline rise, the broader picture remains… Read More ›