Oil prices have not surged to expected highs despite significant supply disruptions from the ongoing conflict…
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.
Nvidia’s Huang Urges US Against AI Model Restrictions Amid
Nvidia CEO Jensen Huang urged the United States to avoid imposing restrictions on open-weight AI models…
US Bans New Chinese Robots, Power Inverters Over Security
The Trump administration announced a ban on the import and sale of new Chinese robots and…
Gas Prices Surge Ahead of Winter Amid Iran War Supply Fears
As Europe and Asia brace for winter, concerns are mounting over potential natural gas shortages due…
Pakistan Warns of Force Amid Houthi Attacks on Shipping
Pakistan condemned recent attacks by the Iran-backed Houthi militia on Saudi oil tankers in the Red…
Mapletree launches first China logistics fund with $221
Mapletree Investments has launched its first China logistics fund, managing approximately 1.5 billion yuan (US$221.6 million)…
Taiwan Detains Nvidia Employee in AI Chip Smuggling Probe
Taiwanese prosecutors have detained an Nvidia employee amid an investigation into the alleged smuggling of AI…
Iran, Oman Negotiate Shipping Deal Amid Hormuz Tensions
Iran and Oman are reportedly negotiating a plan to ensure the safe passage of vessels through…
Saudi Arabia Considers Crude Price Hike Amid Red Sea
Saudi Arabia is contemplating an increase in crude oil prices for Asian markets due to rising…
Trump Sees Good Chance for Iran Deal Amid Conflict Pause
U.S. President Donald Trump stated on Monday that there is a "good chance" of reaching a…