The Indian stock market faced modest losses on Tuesday, July 21, as geopolitical tensions in West…
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.
Kuwaiti tanker attacked in Strait of Hormuz amid tensions
A Kuwaiti oil products tanker was struck by an unknown projectile in the Strait of Hormuz…
Greece blocks EU sanctions on Russian LNG transport
Greece is currently holding up a new round of European Union sanctions against Russia, specifically targeting…
Hungary probes BYD investment after ex-minister’s appointment
Hungary's government announced an investigation into a significant investment by Chinese automaker BYD, following the appointment…
ASEAN ministers meet amid rising tensions in Middle East
Foreign ministers from the Association of Southeast Asian Nations (ASEAN) convened in Manila this week, expressing…
China’s Moonshot AI Launch Sends Global Markets Tumbling
On Friday, July 17, Chinese startup Moonshot AI unveiled its Kimi K3 AI model, which has…
US Strikes Iran for Tenth Night Amid Escalating Tensions
The United States conducted airstrikes against Iran early on Tuesday, marking the tenth consecutive night of…
Indian Steelmakers Face 40% Drop in EU Exports Amid Price
Indian steelmakers are projected to see exports to the European Union and Britain decline by as…
BYD reaches 100,000 EVs in Brazil amid tariff discussions
Chinese electric vehicle manufacturer BYD has reached a milestone of 100,000 electric vehicles (EVs) produced in…
Gold, silver prices rise amid US-Iran tensions on July 21
Gold and silver prices increased in India's retail market on Tuesday, July 21, as tensions between…