France and Germany announced a new nuclear cooperation initiative on Friday, with plans for the German…
Category: Geopolitical
Geopolitics through the lens of capital: sanctions, trade policy, elections, conflicts and energy security, read as inputs to risk pricing. We track how political events reach commodity prices, sovereign spreads and equity risk premia. The focus is on the transmission channel to markets, not on the politics itself.
China begins untangling banks from property sector risks
China is initiating a significant restructuring of its financial system to reduce the systemic risks associated…
China’s Moonshot Plans IPO Valued Over US$30 Billion Soon
Chinese artificial intelligence startup Moonshot AI plans to pursue an initial public offering (IPO) in Hong…
Strait of Hormuz Emerges as Key Bargaining Chip for Iran
Iran's strategic control over the Strait of Hormuz has become a central issue in its negotiations…
Hong Kong’s secondary property market cools after strong
Hong Kong's secondary residential property market is experiencing a slowdown following a robust first half of…
Afghanistan-Pakistan trade plummets to $367 million in 2026
Afghanistan's transit trade with Pakistan has fallen dramatically from $5 billion to $367 million, according to…
Ross Gerber Advocates for EVs to Reduce Oil Dependence
Investor Ross Gerber emphasized the importance of electric vehicles (EVs) in reducing global oil dependence and…
US conducts strikes on Iran after attack kills two troops
The United States launched airstrikes against Iran on Wednesday, targeting military capabilities in response to an…