global-economy

AI

U.S. AI Semiconductor Policy Shifts from “Blockade” to “Managed Competition”

This report analyzes why U.S. policymakers are shifting from AI chip bans to controlled exports, how China intends to leverage H200 access, and what these changes mean for NVIDIA, data centers, and semiconductor markets.
2025.12.26
AIChinaUS
China

Japan–China Political Tensions Intensify

Japan and China entered a new phase of political tension following a dangerous radar lock incident and Beijing’s suspension of cultural exchanges. Our analysis explores military escalation risks, Taiwan-driven strategic friction, and consequences for global markets and supply chains.
2025.12.25
ChinaJapanReport
Global Economy

Russia–India Strategic Rapprochement and the Reconfiguration of Energy Geopolitics

Putin’s vow to guarantee continuous oil shipments to India marks a major shift in global energy geopolitics. Learn how Russia–India cooperation is reshaping supply chains, sanctions dynamics, and emerging-market risk.
2025.12.24
Global EconomyRussia
未分類

Geopolitics of Rare Earths: China’s Evolving Strategy

Learn how China’s export controls, selective supply policies, and processing dominance are reshaping global rare earth geopolitics—and what Japan must do to diversify and protect its critical industries.
2025.12.23
未分類
Global Economy

Geopolitical Macro Strategy Report

How the EU–G7 maritime sanctions on Russian oil could spark a new inflation cycle, drive oil above $130, disrupt shipping insurance, and shift global monetary policy. A must-read geopolitical macro strategy report.
2025.12.22
Global EconomyReportRussia
Global Economy

🌎Geopolitical Reconfiguration in Iraq’s Oil Sector

This report explains why the U.S. is targeting Lukoil’s Iraqi assets, how sanctions are transforming Middle Eastern energy geopolitics, and what it means for Asia.
2025.12.21
Global EconomyMiddle EastReport
Global Economy

The Global Standing of the Japanese Yen and the Structural Forces Driving Further Depreciation

Central banks now hold only 5–6 percent of global reserves in yen, reflecting Japan’s declining influence in the international monetary system. This report analyzes the structural forces driving long-term yen depreciation.
2025.12.20
Global EconomyJapanReport
Global Economy

The Rising Importance of Gold in Global Foreign Reserve Portfolios

Central banks worldwide are increasing gold reserves as geopolitical tensions rise and confidence in dollar assets weakens. This report explains the structural drivers behind gold’s resurgence in global reserve portfolios.
2025.12.19
Global EconomyReportWORLD
Invest

ExxonMobil’s Interest in Acquiring the West Qurna-2 Oilfield

As Lukoil exits West Qurna-2 under sanctions, ExxonMobil emerges as a leading buyer. Learn how this strategic move could redefine U.S. influence in Iraq, reduce Russia’s energy leverage, and stabilize global oil flows.
2025.12.18
InvestReportRussia
Japan

Japan’s Strategic Vulnerability in LNG Procurement

Sakhalin LNG is becoming Japan’s most fragile energy link. Learn how Russia’s strategy, China’s influence, and market volatility could reshape Japan’s energy security and industrial competitiveness.
2025.12.17
JapanReportRussia
Global Economy

Where Is Serbia’s NIS Heading?

Serbia’s energy giant NIS is entering a historic transition as U.S. sanctions force Russia’s Gazprom Neft to exit. This article explains the ownership shift, supply disruptions, emergency operations, and what the restructuring means for Serbia and the wider Balkan region.
2025.12.16
Global EconomyReportRussia
Russia

Latest Developments in Sanctions on Russia’s Lukoil and Rosneft

Latest updates on sanctions against Lukoil and Rosneft in 2025, including policy changes, market disruptions, energy security risks, and compliance guidance.
2025.12.15
RussiaUS
Japan

🇺🇸 The U.S. Government Shutdown and the Rising Tide of Public Anxiety

The 2025 U.S. government shutdown has disrupted aviation, delayed public paychecks, and deepened distrust in Washington. This report analyzes how administrative paralysis, airport chaos, and public anxiety could evolve into structural instability — and what it means for investors, policymakers, and America’s global credibility.
2025.12.14
JapanReportUS
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