The U.S.-Iran cease-fire aimed at reopening the Strait of Hormuz has deteriorated, leading to a spike…
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.
Kazakhstan and China Strengthen Nuclear Energy Ties
Kazakhstan's Atomic Energy Agency chairman, Almassadam Satkaliyev, is on a tour of nuclear facilities in China…
Japan to Invest $2.3 Trillion in AI and Robotics by 2040
Japan's Ministry of Economy, Trade and Industry (METI) announced a plan to invest ¥1 trillion (approximately…
Iran War’s Aftermath Could Disrupt Global Oil Supply Chains
The ongoing conflict in Iran is expected to have lasting effects on global oil supply chains,…
EU Criticizes China for Attempting to Reshape Global Order
The European Union has accused China of trying to reshape the global order to align with…
US and Iraq Discuss Oil Deals Amid Iran Tensions
During a meeting at the White House on Tuesday, U.S. President Donald Trump and Iraqi Prime…
UAE Invests to Bypass Strait of Hormuz Amid Geopolitical
The United Arab Emirates (UAE) is reportedly investing in infrastructure to reduce its dependence on the…
Warburg Pincus Acquires Integrace Health for ₹1,000 Crore
Global private equity firm Warburg Pincus has acquired Integrace Private Ltd, a pharmaceuticals company specializing in…
Ukraine Forces Russia to Suspend Traffic in Sea of Azov
Ukraine's military has forced Russia to suspend traffic through the Sea of Azov following a series…
US Airstrikes on Iran Escalate Amid Strait of Hormuz
The United States launched a series of daytime airstrikes on Iran on Wednesday, marking a significant…