We examine reservations about Indonesia's sovereign wealth fund, Australian debt and supposed ESG pressures, critical mineral bottlenecks and the energy transition, China's technological decoupling and the potential for a Saudi-Syrian rapprochement.
We examine the opportunities for vaccine diplomacy presented by India's second wave, infrastructure investment in Latin America, the political impact of the Javad Zarif leak and the conditionality of China's loans to developing nations.
We examine the viability of Turkey's Black Sea megaproject, the likelihood of a multilateral Climate Border Adjustment Mechanism led by the EU and US, the outlines of the EU's Indo-Pacific Strategy, China's plan to bring big tech to heel and a recalibration of Saudi-Iranian relations.
We examine the efficacy of US climate diplomacy, the limits of US-China cooperation, Italy's tougher line on Chinese investment, the details of the Iran-China Strategic Cooperation Agreement and India's structural reform drive.
This week we examine the proposed lifting of the retirement age in China, a Russia-China LNG deal, the resurgence of South Korea's conservatives, the Gulf's renewable energy drive and fragmentation in Ecuador and Peru's elections.
We examine India and Pakistan's tentative moves towards rapproachement, a major chemical merger in China, the escalation of the threat to regional security and multinational LNG project in Mozambique and the integration of US semiconductor chips in China's military capabilities.
We examine the impact of Israel's attacks on Iranian oil tankers, the political risk of unconventional monetary policy, India's move toward a 2050 net-zero target, President Duterte's post-2022 political plans, a broadening US-South Korea alliance and the impetus for a shift in US industry policy
We examine the institutionalisation of the Quad, new ESG disclosure regulations in the EU, President Erdoğan's promise to ditch unorthodox monetary policy, Chinese military assets deployed in Asia and signs of a transition toward a greener BRI.
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.