Global Economy

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.
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.
Global Economy

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.
China

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.
Global Economy

The Strategic Strengths of Russia’s Foreign Policy

— An Economist’s Assessment of Rationality, Fit, and Effectiveness —Executive PerspectiveWhen assessed through a normati...
Global Economy

Japan’s Optimal Diplomatic Strategy

An in-depth economic analysis of Japan’s diplomatic strategy, focusing on asymmetric advantage, FOIP, economic security, alliances, and de-risking in an era of geopolitical rivalry.
China

China’s External Economic Strategy and the UAE

How the UAE became China’s offshore operational hub, integrating finance, logistics, and information without geopolitical alignment.
Global Economy

Japan Economic Outlook 2026

An in-depth analysis of Japan’s 2026 economic outlook, focusing on wage growth, easing inflation, and the Bank of Japan’s policy normalization.
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

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.