Ukrainian forces launched a drone attack on an oil refinery in the Perm region of Russia…
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.
TikTok Settles US Privacy Case for $400 Million Payment
TikTok and its parent company ByteDance have reached a $400 million settlement with the U.S. Justice…
China’s Z.ai Models Dominate AI Market Amid European Push
Chinese-developed AI models are now leading in usage on the OpenRouter platform, surpassing U.S. models for…
China Unveils Fiscal Measures to Boost Weak Economic Growth
China's Ministry of Finance announced new fiscal measures on Friday to boost domestic consumption as economic…
Sensex, Nifty 50 Extend Weekly Losses Amid Oil Price Surge
The Sensex and Nifty 50 ended flat on Friday, August 21, marking losses for the second…
Ukraine’s Drone Attacks Disrupt Russian Maritime Operations
Ukraine has stepped up its drone attacks on Russian-linked merchant ships. This change in strategy is…
China’s Oil Imports Decline as Prices Remain Elevated
China's crude oil imports are expected to drop as prices stay above $90 per barrel. In…
Switzerland, China Finalize Trade Deal for Duty-Free Exports
Switzerland and China have finished talks on a trade deal that will remove tariffs on 99.8%…
USS George Washington Replaces Lincoln in Middle East
The USS George Washington aircraft carrier has arrived in the Middle East. It is replacing the…
China’s Oil Imports Surge 22% in July Amid Iran Ceasefire
China's crude oil imports increased by 22.1% month on month in July. This rise was driven…