Iran's Islamic Revolutionary Guards Corps (IRGC) reported that several tankers were damaged by mines in the…
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.
Oil prices rise amid US-Iran hostilities and shipping fears
Oil prices surged on Friday, July 17, as renewed hostilities between the United States and Iran…
US Strikes Iranian Bridges Amid Escalating Gulf Tensions
The United States conducted airstrikes on bridges in Iran on Friday, escalating tensions in the region…
EU aims for EV cost parity with China by 2028, experts say
European carmakers are optimistic about closing the cost gap with Chinese electric vehicle (EV) manufacturers by…
Bangladesh’s $12.65 Billion Nuclear Project Faces Challenges
Bangladesh's $12.65 billion nuclear power project is facing significant challenges as it approaches a critical phase.…
U.S. limits journalist visas, China threatens countermeasures
The Trump administration announced new visa restrictions for foreign journalists on Thursday, significantly affecting Chinese journalists.…
US conducts seventh night of airstrikes on Iran’s military
The US military launched its seventh consecutive night of airstrikes on Iran on Friday, targeting military…
China’s AI Advances Prompt Semiconductor Market Decline
China's recent advancements in artificial intelligence (AI) have triggered a selloff in the semiconductor sector, impacting…
Crude Prices Surge 10% Following Trump’s Iran Deal Remarks
Crude oil prices rose approximately 10% to over $80 per barrel after President Donald Trump announced…
US and Iran escalate conflict with infrastructure attacks
The United States and Iran engaged in a series of attacks on infrastructure on Friday, raising…