China Rediscovering The Analects in an Age of Uncertainty
How Confucian philosophy and The Analects offer a practical framework for leadership, decision-making, and resilience in an age of uncertainty.
Global Economy
China 
Global Economy Structural Shifts in the International Bond Market
Recent divestments by Danish pension funds and China’s declining U.S. Treasury holdings signal a structural shift in global bond markets. This report analyzes term premium dynamics, reserve diversification, and long-term implications for investors and policymakers.
Global Economy France’s Colonial Legacy in Africa and Its Enduring Influence
An in-depth economic analysis of France’s colonial legacy in Africa, examining the CFA franc, security ties, and the transition from dependency to sovereignty.
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...
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.
Global Economy 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.
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.
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.
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.