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.
global-economy
Report 
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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...