European carmakers are optimistic about closing the cost gap with Chinese electric vehicle (EV) manufacturers by…
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.
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…
Iran War Boosts China’s Influence in the Middle East
The ongoing conflict involving Iran has significantly enhanced China's geopolitical standing in the Middle East, according…
China Raises Fuel Prices as Oil Jumps 12% in One Week
China will increase retail prices for gasoline and diesel effective July 18, following a significant rise…
US import prices rise 0.3% in June, largest annual gain
US import prices unexpectedly rose by 0.3% in June, marking the largest annual increase in imported…