Middle East

The Shock of “Non-Dollar Tolls” in the Strait of Hormuz

Iran’s proposal to charge Strait of Hormuz transit fees in yuan or crypto raises a critical question: is the petrodollar system at risk? A clear, structured analysis of implications, mechanisms, and scenarios.
2026.04.11
Middle EastWORLD
Report

The U.S.–Iran Negotiations Are Not About a Deal

An economist’s analysis of U.S.–Iran negotiations. The talks aim not at a grand nuclear deal, but at buying time, managing risk, and preventing escalation.
2026.03.08
ReportUS
Report

The Reality of America First Investment Pledges

A deep analysis of America First investment pledges, explaining their strategic design, economic realism, and why Japan’s commitment is structurally flexible rather than fiscally binding.
2026.03.07
ReportUS
China

Rediscovering The Analects in an Age of Uncertainty

How Confucian philosophy and The Analects offer a practical framework for leadership, decision-making, and resilience in an age of uncertainty.
2026.03.06
ChinaGlobal Economy
未分類

The Era of Capital Wars and the Reconfiguration of the Global Financial Order

Ray Dalio’s Davos warning signals a shift from a rules-based order to an era of capital wars. This report analyzes how geopolitics, U.S. Treasuries, the dollar, and gold are reshaping global finance for investors and policymakers.
2026.03.05
未分類
Global Economy

Structural Shifts in the International Bond Market

Recent divestments by Danish pension funds and China’s declining U.S. Treasury holdings signal a structural shift in global bond markets. This report analyzes term premium dynamics, reserve diversification, and long-term implications for investors and policymakers.
2026.03.04
Global Economy
China

China’s Hidden Debt Problem and the Restructuring of Rural Finance

An in-depth economic analysis of China’s hidden debt problem, focusing on rural banks, rising non-performing loans, and state-led financial consolidation.
2026.03.03
ChinaReport
Global Economy

France’s Colonial Legacy in Africa and Its Enduring Influence

An in-depth economic analysis of France’s colonial legacy in Africa, examining the CFA franc, security ties, and the transition from dependency to sovereignty.
2026.03.02
Global Economy
Report

Energy Geopolitics in the Balkans　

An in-depth analysis of Balkan energy geopolitics, where Russian influence, EU de-risking, U.S. sanctions, and global capital intersect to reshape Europe’s most politicized energy corridor.
2026.03.01
ReportRussiaWORLD
China

Greenland and the Return of Power Politics in the Arctic

A strategic analysis of EU and Russian reactions to Trump’s Greenland proposal, examining sovereignty, NATO dynamics, and the Arctic’s shift toward great-power competition.
2026.02.28
ChinaEU
China

Italy’s Exit from the Belt and Road Initiative　European Economic Strategy in an Era of Great-Power Competition

An economist’s analysis of why Italy exited China’s Belt and Road Initiative, examining limited economic returns, NATO and EU alignment, and Europe’s shift toward de-risking.
2026.02.27
ChinaEU
EU

Strategic Fragmentation and Adaptive Cohesion in the European Union

This report examines the EU’s internal divisions toward the US and Russia, highlighting strategic autonomy, energy security, NATO dependence, and the transformation of Europe’s political economy.
2026.02.26
EUReportWORLD
Report

Nuclear Power as State Strategy

China and Russia dominate global nuclear construction by using nuclear power as a long-term geopolitical tool. This report explains how state-led nuclear models create dependency, why the West fell behind, and what it means for emerging economies.
2026.02.25
Report
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