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 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 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

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

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

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

Trump’s Monroe Doctrine and Its Collision with China’s Belt and Road Initiative

An economist’s analysis of Trump’s Monroe Doctrine and how it raised geopolitical risk and long-term costs for China’s Belt and Road Initiative without stopping it outright.

2026.02.12

Global Economy

The Arrest of Maduro and Its Implications for China

Maduro’s arrest is not a geopolitical setback for China, but a critical credit event. This analysis explains how China’s loans, oil assets, and refinery arbitrage in Venezuela are being structurally repriced.

2026.02.07

Global Economy

Venezuela’s “Friendly Countries” and the Reality of Modern International Order

Who are Venezuela’s so-called friendly countries? This analysis explains why Venezuela has partners but no true allies, examining Russia, China, Iran, and the role of sanctions in today’s global order.

2026.02.06

Global Economy

Why Serbia’s NIS Was Allowed to Keep Operating — and What This Reveals About Modern Economic Statecraft

Why was Serbia’s NIS allowed to continue operating? An economist explains sanctions management, energy security, and regional stability.

2026.02.04

Global Economy

What the UK’s Project-Based Sanctions Licensing Reveals About the Future of Economic Statecraft

What do UK sanctions licences really mean for Japan? Learn how compliance, energy security, and corporate strategy intersect.

2026.02.03

Global EconomyJapan

Why is the Middle East becoming a core market for Chinese EV makers? Learn how strategy, policy, and demand intersect.

How new US and EU sanctions on Rosneft and Lukoil disrupt oil trade, finance, and downstream energy security.

2026.02.02

Global EconomyRussiaUS

The Belt and Road Initiative and Africa’s Debt Challenges

Is the Belt and Road a debt trap or something else? Learn how China’s economy and Africa’s constraints created today’s debt risks.

2026.01.31

ChinaGlobal EconomyMiddle East