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The Carry Trade Comes Back to Earth

Nov 21, 2025

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3 min read

The Carry Trade Comes Back to Earth

For most of 2023–2025, global investors harvested carry returns from high-yielding EM currencies while funding in low-rate stalwarts like the yen and franc.

The Soft-Landing Illusion

Nov 19, 2025

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4 min read

The Soft-Landing Illusion

The global economy spent most of 2025 balancing on a narrative that felt reassuring: inflation cooling, consumption holding up, markets adjusting calmly.

Britannia Adrift: Two Decades of Political Upheaval, Economic Unravelling, and Social Divide

Nov 17, 2025

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12 min read

Britannia Adrift: Two Decades of Political Upheaval, Economic Unravelling, and Social Divide

North London, 21st February 2016 — a herd of journalists surrounded the then mayor of the city, Boris Johnson, as he announced he would throw his weight behind the exit campaign – out of conviction or sheer pragmatism – in one of the most iconic political scenes that changed the UK’s destiny forever. How, over generations, have identity politics, structural economic vulnerabilities, and gaping inequalities reshaped today’s Britain?

From Silicon to Sovereignty: The Semiconductor Geopolitics of 2025

Nov 15, 2025

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4 min read

From Silicon to Sovereignty: The Semiconductor Geopolitics of 2025

Chips have become the new oil — scarce, strategic, and fiercely contested. In the race for technological self-sufficiency, semiconductors have become both the weapon and the prize.

Dollar Hegemony Under Pressure: De-Dollarisation, Geopolitics & Reserve Alternatives

Nov 12, 2025

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4 min read

Dollar Hegemony Under Pressure: De-Dollarisation, Geopolitics & Reserve Alternatives

Washington’s debt habit is getting harder to fund. As foreign investors show signs of hesitation, the market is quietly asking: how long can America rely on the kindness of creditors?

AI's Addiction Problem: Chips, Power, and Water

Nov 4, 2025

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5 min read

AI's Addiction Problem: Chips, Power, and Water

Building smarter AI means fighting over chips, electricity, and water. Welcome to the new resource wars.

Trump's Back And So Are the Trade Wars

Oct 30, 2025

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5 min read

Trump's Back And So Are the Trade Wars

Tariffs are making a comeback, and this time, the world isn't taking it lying down.

China’s Push for Technological Sovereignty

Oct 24, 2025

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3 min read

China’s Push for Technological Sovereignty

In a world where chips, data, and AI define power, Beijing is building an empire of self-reliance.

Petrostate Paradox: Oil’s Boom Amid a Green Transition

Oct 23, 2025

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3 min read

Petrostate Paradox: Oil’s Boom Amid a Green Transition

Record profits meet waning political patience as fossil fuel giants navigate the twilight of carbon capitalism.

The Silicon Frontier: AI, Chips, and the New Cold War

Oct 21, 2025

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4 min read

The Silicon Frontier: AI, Chips, and the New Cold War

In the race for AI supremacy, semiconductors are the new oil Taiwan remains the fault line.

Pax Nipponica: Inflation, Yen, and Japan's Positioning in a Fractured World

Oct 17, 2025

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8 min read

Pax Nipponica: Inflation, Yen, and Japan's Positioning in a Fractured World

The long-standing oxymoron of “Japan and inflation” is nearing obsolescence.

France in Financial Limbo: What a Budget Vacuum Means for Euro Markets

Oct 16, 2025

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4 min read

France in Financial Limbo: What a Budget Vacuum Means for Euro Markets

Political paralysis in Paris is sending ripples through Europe’s bond markets — and testing investor faith in the euro’s fiscal core.

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