Report The U.S.–Iran Negotiations Are Not About a Deal
An economist’s analysis of U.S.–Iran negotiations. The talks aim not at a grand nuclear deal, but at buying time, managing risk, and preventing escalation.
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Report 
Report The Reality of America First Investment Pledges
A deep analysis of America First investment pledges, explaining their strategic design, economic realism, and why Japan’s commitment is structurally flexible rather than fiscally binding.
China China’s Hidden Debt Problem and the Restructuring of Rural Finance
An in-depth economic analysis of China’s hidden debt problem, focusing on rural banks, rising non-performing loans, and state-led financial consolidation.
Report Energy Geopolitics in the Balkans
An in-depth analysis of Balkan energy geopolitics, where Russian influence, EU de-risking, U.S. sanctions, and global capital intersect to reshape Europe’s most politicized energy corridor.
EU Strategic Fragmentation and Adaptive Cohesion in the European Union
This report examines the EU’s internal divisions toward the US and Russia, highlighting strategic autonomy, energy security, NATO dependence, and the transformation of Europe’s political economy.
Report Nuclear Power as State Strategy
China and Russia dominate global nuclear construction by using nuclear power as a long-term geopolitical tool. This report explains how state-led nuclear models create dependency, why the West fell behind, and what it means for emerging economies.
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 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...
Report Geopolitical Backlash to a Hypothetical U.S. Acquisition of Greenland
A strategic economic analysis of how Russia and China would respond if the U.S. acquired Greenland, and why Arctic dominance could raise long-term geopolitical costs.
Report An Economic and Strategic Analysis of President Trump’s Greenland Acquisition Proposal
An in-depth economic and geopolitical analysis of President Trump’s Greenland proposal, examining Arctic trade routes, rare earths, China containment, and US strategic power.
China Trump’s Donroe Doctrine and China’s Belt and Road Initiative
Trump’s Donroe Doctrine and China’s Belt and Road Initiative are not direct rivals but opposing hegemonic models. This analysis explains how risk, power, and global order are being redefined.