Afghanistan's transit trade with Pakistan has fallen dramatically from $5 billion to $367 million, according to…
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.
Ross Gerber Advocates for EVs to Reduce Oil Dependence
Investor Ross Gerber emphasized the importance of electric vehicles (EVs) in reducing global oil dependence and…
US conducts strikes on Iran after attack kills two troops
The United States launched airstrikes against Iran on Wednesday, targeting military capabilities in response to an…
Palantir Faces Setback as Europe Pursues Local Defense Tech
France and Germany are exploring alternatives to U.S. defense technology, potentially impacting Palantir Technologies Inc.'s military…
Kuwait Halts Flights After Iranian Missile Attacks Escalate
Kuwait suspended all flights on Saturday following a series of Iranian missile and drone attacks, marking…
Hungary’s EV Sector Crackdown Signals Shift in Policy Focus
Hungary's government is implementing a crackdown on its electric vehicle (EV) sector, which is valued at…
Germany to Boost Efforts Against Tax Fraud, Money Laundering
Germany is set to enhance its crackdown on tax fraud and money laundering, as officials aim…
Dan Ives launches new bank focused on AI and tech sectors
Dan Ives, a prominent tech analyst, has left Wedbush Securities to establish a new venture called…