Middle East The Kafala System and the Economic Development of the UAE
An economist’s analysis of how the Kafala system enabled the UAE’s rapid growth by managing labor, externalizing risk, and avoiding an immigration state model.
WORLD
Middle East 
Middle East Dubai Economic Outlook 2025
Why are African and Indian HNWIs moving to Dubai? This report analyzes Dubai’s 2025 economy, wealth migration trends, and its role as a global capital platform.
Japan Global Macro Economist Report
The U.S. extension of sanctions exemptions for Sakhalin LNG is not a technical adjustment, but a structural shift in sanctions economics. This report analyzes its implications for Japan, inflation, energy markets, and alliance stability.
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.
WORLD The Rosneft Germany Paradox
Germany placed Rosneft’s assets under state trusteeship — not sanctions. Discover how Berlin transformed a legal gray zone into a model of geopolitical and energy realism.
Japan Sakhalin-2 and Japan’s Energy Security
Japan continues to import LNG from Russia’s Sakhalin-2 under sanctions, balancing energy security, economic cost, and diplomatic pressure. Learn how Tokyo navigates this geopolitical dilemma.
Japan Economic Impact of a Sakhalin Oil and LNG Supply Disruption on Japan: A Macro, Industrial, and Policy Analysis
“In-depth analysis of how a disruption in Sakhalin oil and LNG supply could impact Japan’s economy, inflation, and energy policy, with strategic recommendations for JBIC and policymakers.”
Report UK Sanctions Russia’s Lukoil and Rosneft, Targets Shadow Fleet
Britain targets Russia’s oil giants and shadow fleet in new sanctions, marking a major escalation in efforts to cut Moscow’s war funding.
Report Geopolitical Analysis Report
The Netherlands’ seizure of Nexperia underlines Europe’s shift toward tech sovereignty amid growing tensions with China and U.S. export control alignment.
China 🌍 Rare Earth Shock 2025: The Fragmentation of Resource Economics and the New Geopolitical Equilibrium
An in-depth economist report on the 2025 rare earth crisis—how China’s export controls and the Pentagon’s stockpile strategy are redefining global trade, finance, and Japan’s role in economic security.
US Pentagon’s $1 Billion Critical Minerals Stockpile Expansion
A Strategic Response to China's Export Controls and the New Resource GeopoliticsExecutive SummaryIn October 2025, the U....
China Geopolitics of Rare Earths: How Resource Power Reshapes the New Cold War Economy
As U.S.–China tensions escalate, rare earths have become the silent weapon shaping a new Cold War economy. Explore how resource power, supply chain alliances, and technological decoupling are redrawing the global order.
China China’s Port Fee Retaliation: The Rise of a “Non-Tariff Tariff” in Global Trade
China has imposed new port fees on U.S.-linked vessels, marking the start of a non-tariff trade war. Learn how this “logistics weapon” reshapes global supply chains.