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
未分類

Structural Transformation of the Global Nuclear Power Industry

China and Russia now control nearly 90% of new nuclear power construction worldwide. This report analyzes how nuclear energy has re-emerged as a geopolitical instrument in the AI era, why the West fell behind, and what strategic role Japan can still play.
2026.02.24
未分類
Japan

Structural Risks to Japan from the Erosion of FRB Credibility

An economist’s analysis of how declining Federal Reserve independence could impact Japan’s reserves, currency stability, and reliance on U.S. institutional credibility.
2026.02.23
JapanUS
US

The United States at the Threshold of Central Bank Independence

An economist’s analysis of the confrontation between the U.S. administration and the Federal Reserve, examining institutional risk, judicial pressure, market credibility, and implications for the dollar’s global role.
2026.02.22
USWORLD
Global Economy

How President Trump’s Greenland Ambition Could Escalate into Broader Geopolitical Problems

President Trump’s renewed interest in Greenland risks destabilizing alliances, accelerating Arctic militarization, and eroding international norms. A strategic risk analysis.
2026.02.21
Global EconomyReport
Global Economy

Global Economic Risk Report 2026

A senior economist’s analysis of S&P Global’s 2026 risk outlook. Explores credit erosion, geopolitical persistence, AI and climate risks, and why resilience—not growth—is the key economic theme.
2026.02.20
Global Economy
Global Economy

Global Economic Outlook 2026

An in-depth economic analysis of the 2026 global outlook based on Eurasia Group’s Top Risks. Explores U.S. political risk, China’s dual-track economy, geopolitical fragmentation, AI governance, and the erosion of long-standing global assumptions.
2026.02.19
Global EconomyReport
China

Scenarios for a Taiwan Contingency and Their Early Warning Signals

An in-depth analysis of Taiwan contingency scenarios, from gray-zone pressure to blockade and conflict, with early warning signals and global economic implications.
2026.02.18
ChinaGlobal EconomyReport
Global Economy

The Petro-China Thesis and the Global Monetary Order Toward 2026

Why the World Is Not Experiencing Currency Hegemony Shift, but Functional Fragmentation1. Framing the Question: Why “Pet...
2026.02.17
Global EconomyReport
Global Economy

Saudi Arabia’s Currency Strategy

An in-depth economic analysis of Saudi Arabia’s currency strategy, explaining how Riyadh preserves the petrodollar system while selectively expanding renminbi use for strategic flexibility.
2026.02.16
Global EconomyInvest
WORLD

China, Russia, and Venezuela

An in-depth economic analysis of how China and Russia engage with Venezuela through oil, finance, and sanctions adaptation, creating an asymmetric non-Western energy network.
2026.02.15
WORLD
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