Foreign capital is starting to come back into China's property sector. This signals a potential recovery…
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 New Home Prices Flat in July Amid Weak Demand
China's new home prices were flat in July, ending a four-month recovery as demand weakened. The…
China Crude Oil Imports Rise 22% Amid Economic Concerns
China's crude oil imports rose by 22% in July, reaching an average of 8.45 million barrels…
US-Iran Peace Deal Expires Amid Ongoing Tensions
The June 17 Memorandum of Understanding (MoU) between the United States and Iran expired on Monday.…
Trump Threatens Oman Amid Escalating Iran Tensions
U.S. President Donald Trump threatened to bomb Oman if the Gulf nation obstructs efforts to block…
EU Plans Major Sanctions Against Russia This Autumn
The European Union plans to propose its largest sanctions against Russia in the coming months. Kaja…
CXMT Becomes China’s Most Valuable Firm Amid AI Demand Surge
ChangXin Memory Technologies (CXMT) reached a market value of 4.13 trillion yuan (about $570 billion) on…
Asian Refiners Reject Aramco’s Oil Loading Request Amid
Asian refiners are pushing back against Saudi Aramco's request to load oil at the Yanbu port…
US Strategic Petroleum Reserve dips below 300 million
The U.S. Strategic Petroleum Reserve (SPR) has fallen below 300 million barrels for the first time…
US Retail Sales Fall 0.6% in July Amid Consumer Fatigue
Retail sales in the United States declined by 0.6% in July compared to the previous month,…