U.S. Senators have renewed their push for tariffs on Russian oil imports, proposing a maximum duty…
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.
Pakistan pays India’s arbitration costs under water treaty
Pakistan has incurred costs related to arbitration proceedings under the Indus Waters Treaty, as it failed…
Ten European Nations Launch Anti-Ballistic Missile Coalition
On Monday, ten European nations, including France, Germany, and Britain, signed a joint declaration in Paris…
South Korea’s market decline boosts Hong Kong tech stocks
Foreign investors have withdrawn approximately $110 billion from South Korea this year, prompting a shift of…
Bitcoin dips below $63,000 after U.S. strikes on Iran
Bitcoin fell below $63,000 on Thursday following new U.S. airstrikes on Iran, which heightened geopolitical tensions…
China Criticizes UK Nationalization of British Steel Firm
China's government expressed strong dissatisfaction with the UK's recent decision to nationalize British Steel. The announcement…
UK Nationalizes British Steel, China Opposes Decision
The UK government announced on Thursday that it has passed legislation to nationalize British Steel, previously…
US Strikes Iran; Tehran Targets Bahrain Airbase in
The United States launched airstrikes against Iranian military installations on Thursday night, marking a significant escalation…
IEA Chief Warns Strait of Hormuz Crisis Threatens Energy
The head of the International Energy Agency (IEA) warned that global energy security is at risk…
UK Nationalizes British Steel, China Warns of Investment
The United Kingdom officially nationalized British Steel on Thursday, a move the government described as necessary…