Global Economy Why Japan Has Not Gone Broke
Why hasn’t Japan gone broke despite debt over 200% of GDP?This report explains Japan’s sovereign debt through Ray Dalio’s Big Debt Cycle, financial repression, and central bank intervention.
Global Economy
Global Economy 
Global Economy The UAE’s Economic Development and the Kafala System
A Structural Analysis of Indian and African Labor Inflows within a Managed Globalization FrameworkExecutive SummaryThe r...
Global Economy World Economic Turning Point in 2026
In 2026, Japan faces a structural economic turning point as monetary normalization, China risk, and geopolitical fragmentation converge. This report analyzes the silent selection reshaping Japan’s growth model beyond zero interest rates.
Global Economy Why Japan Is a “Silent Systemic Risk”
An economist’s analysis of Japan through Ray Dalio’s Big Cycle framework, explaining why yen stability, JGB functionality, and dollar liquidity could converge into a systemic risk.
Global Economy Ray Dalio’s Framework for the Next Systemic Crisis
Ray Dalio explains why the next global financial crisis will emerge from the convergence of debt limits, political fragmentation, and geopolitical conflict—beyond traditional Lehman-style shocks.
Global Economy Geopolitical Risk as a Structural Macro-Financial Variable
The ECB’s reverse stress test signals a paradigm shift in bank supervision, elevating geopolitical risk from a tail event to a core macro-financial variable shaping capital, liquidity, and systemic stability.
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.
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.
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.
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.
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.
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.
China Geopolitical Report: China’s Aircraft Carrier Fujian Deployment near Taiwan
China’s newest aircraft carrier Fujian has sailed near the Taiwan Strait soon after its commissioning, signaling Beijing’s military confidence and geopolitical intent toward Taiwan and the U.S.–Japan alliance. This report analyzes its operational details, strategic implications, and future scenarios for the Indo-Pacific balance.