Markets
Anthropic: A Historic IPO Faces the Economic Reality of Artificial Intelligence
10 min read
Articles
Latest analysis
The latest analysis, by theme and region.
The current thread of our reading of the world.
Geopolitics
The Economy of Interdependence: Who Really Controls the Infrastructure of Power?
21 min read
Markets
South Korea: $100 Billion in Semiconductor Exports at Risk from an AI Slowdown
13 min read
Corporate
EQT–Range Resources: A $50 Billion Merger to Reshape America's Natural Gas Industry
14 min read
Energy
Southeast Asia: The Energy Transition Faces the Risk of a New Industrial Dependency
12 min read
Defense & Security
Middle East: Regional Powers Seek to Build Their Own Security Architecture
16 min read
Markets
Syngenta–Sinochem: A Hong Kong IPO Could Value the Agricultural Giant at Up to $88 Billion
12 min read
Africa
Algeria–Niger: Military Power, Strategic Resources and the New Geopolitical Battle for the Sahel
34 min read
Reports and Studies
Ownership Is No Longer Enough: Why Resources and Competitive Advantages No Longer Guarantee Economic Power
16 min read
Technology
Tata Communications: $450 Million to Build India's AI Superhighways
12 min read
Markets
Indonesia: When Global Financial Markets Set the Terms of Financial Sovereignty
14 min read
Markets
Ben & Jerry’s: Can Employee Ownership Reclaim a Global Brand?
14 min read
Energy
Saudi Arabia–Singapore: Aramco Moves to Position Oil Reserves Closer to Asian Markets
12 min read
Corporate
Applied Materials–Besi: The Battle for the Technologies Behind Tomorrow’s Chips
15 min read
Markets
Jio Platforms: $77 Billion in Investor Orders and India’s Financial and Technological Ambitions
15 min read
Politics
US Midterms 2026: Obama’s Return Reveals the Battle for America’s Checks and Balances
9 min read
Economics
United Kingdom: £20.4 Billion to Rebuild Britain's Industrial Power
18 min read
Geopolitics
Black Sea: How War Is Turning a Global Trade Artery Into a Militarized Frontier
12 min read
Trade & Industry
Audi: A Planned $4 Billion US Investment Could Reshape Volkswagen’s Industrial Geography
6 min read
Latin America
Brazil: Lula Re-elected Against Bolsonaro — A New Balance of Power Between Washington, Beijing and BRICS
15 min read
Reports and Studies
Artificial Intelligence: Twenty Years of Turbulence Before Prosperity—for Whom?
17 min read
Reports and Studies
The Global Housing Crisis: How Real Estate Became One of the Defining Economic Divides of the 21st Century
17 min read
Corporate
Shein: The Regulatory Cost of Global Retail Expansion
14 min read
Central America & Caribbean
Kingston: How Jamaica Aims to Become the Maritime Crossroads of the Americas
12 min read
Trade & Industry
Masdar: Emirati Capital Connects Energy and Artificial Intelligence in Europe
11 min read
Latin America
Suriname: Can Oil Transform the Destiny of a Small South American Nation?
15 min read
Global
From Europe to the Rest of the World: Protest Becomes a New Political Reality
15 min read
Africa
Sudan: The Cross-Border Economy of War
11 min read
Europe
Europe: The First Contours of Nuclear Coordination
17 min read
Corporate
Couche-Tard: A New Offensive in Global Convenience Retail
14 min read
Corporate
Boeing: The Hidden Cost of Industrial Dependence
12 min read
Technology
After Oil, the GPU: The New Geography of Sovereignty
15 min read
Markets
Meta: The Cost of Artificial Ambition
13 min read
Technology
Cybersecurity: The Vulnerabilities Shaking Global Digital Infrastructure
9 min read
Economics
Social Protection: The Invisible Infrastructure of the Modern Economy
16 min read
Middle East
Jordan: Stability Under Strain
13 min read