We examine the stability risk posed by rising margin lending rates in China, the efficacy of China's carbon market, a US step up in Africa diplomacy, India and China's partial disengagement from the Sino-Indian border dispute and regional power involvement in the Sudan-Ethiopia dispute.
We examine Bolsonaro's replacement of the CEO of Petrobras, the likely driver of India and Japan's investment in Russia's Far East region, the acceleration of an eastward economic shift, supply chain friction between China and the US, a UK-Japanese partnership and US-China cooperation on climate.
We examine Saudi Arabia's efforts to supplant the United Arab Emirates as the region's premier business hub, how the extreme weather in the US could favour President Biden's green agenda, Biden's firming China policy, Libya's peace process and the impact of Biden's plans to re-join the Iran nucle
We examine the drivers of China's greying trajectory, a framework for valuing natural assets, Prime Minister Modi's roadmap for winding back state control of India's economy and the political rationales behind China's new coast guard law.
We examine the PBoC's monetary policy tightening, Laos' development of the Mekong River, the election of Bolsonaro's allies to Brazil's Congress, Myanmar's military coup, the re-confirmation of Trong as General Secretary and the execution of China's largest state-owned asset manager.
We examine China's steps towards preventing another pandemic, a possible spike in FDI in the Gulf in the wake of regional diplomatic deals, China's countermeasures against US sanctions, Biden's appointment of Kurt Campbell and China's growing dominance in Southeast Asia's e-commerce industry.
We examine the cost of China's trade measures against Australia, business scrutiny of Suga's net-zero roadmap, Japan's development of oil reserves in the South China Sea, a hurdle to Biden's united east Asia front against China and the BRI in Myanmar.
We examine the introduction of a carbon trading regime in China, Gojek-Tokopedia's merger and the dynamics of the digital economy in Southeast Asia, Biden's Venezuela policy, NYSE's backflip in delisting Chinese companies, Sweden's rearmament programme and the Afghan-Pakistani border fence.
We examine a possible EU-China investment treaty, Jokowi's ministerial re-shuffle, Iraq's liquidity crisis, India's role in regional vaccine diplomacy, Russia and France's use of troll farms in Africa and an emerging Russia-China alliance.
We examine a cybersecurity breach of US government networks, the impact of fiscal consolidation and increasing image sensitivity on China's BRI investments, AMLO's "hugs, not bullets" public security strategy, a CCP member list leak, India-China tensions and the South Korea-Japan relationship.
We examine the likely policy priorities of the Biden administration in Latin America, the adoption of emissions targets by US oil producers, the drafting of ESG criteria for Chinese BRI investments, Germany's trade diversification push and the US' shifting focus towards the Indo-Pacific.
We examine the motivation behind China's tech pivot towards Southeast Asia, the emergence of a NATO-style economic alliance against China, the long-term outlook of OPEC, the regulation of Chinese tech giants and and the assassination of Iranian scientist Mohsen Fakhrizadeh.
We examine a growing wave of debt-defaults in China, the timing of Vietnam's move towards carbon pricing, the impact of a Biden presidency and opting out of RCEP for Prime Minister Modi, the power struggle between Iran, Russia and President al-Assad in southern Syria and Taiwan-US military ties.
We examine China's decision to tighten its grip on Hong Kong, the emerging contours of China's vaccine diplomacy, the US' path forward to compete with China on trade, Australia's pivot towards more active foreign policy, ISIS resurgence and stranded coal cargoes in China.
This week we examine the uncertainty of the presidential transition period in the US, political interference in Ant Group's IPO, elections in Myanmar, pro-business changes in India and the escalation of ethno-nationalist conflict in Ethiopia.