An EU Industrial Policy to keep up with the US and China! Mario Draghi has called for a "new industrial strategy for Europe," emphasizing the need for the EU to increase annual investments by €800 billion to remain competitive against…
Tariffs by EU on Chinese EVs sparks Potential Chinese Tariffs on Brandy Chinese authorities have decided not to impose provisional tariffs on EU-imported brandy, easing concerns among European producers amidst ongoing trade tensions. Despite a probe into potential dumping practices,…
Chinese EVs Pose Threat to EU Auto Industry The European Commission has announced provisional tariffs on Chinese electric vehicles (EVs) after an investigation found that these vehicles were being unfairly subsidized. The tariffs will vary depending on the company and…
The Geopolitical Stakes of the Xi visit to Europe President Xi Jinping's recent trip to Europe reveals a shift in dynamics since his last visit five years ago. European leaders are now focused on "de-risking" by moving investments and supply…
What the plan for Ukraine in NATO means? The plan for Ukraine to join NATO has significant geopolitical implications. NATO, the North Atlantic Treaty Organization, is a collective defense alliance aimed at countering potential threats from non-member states. Ukraine's inclusion…
The tensions between Turkey and the Netherlands has heated up with threats of sanctions. From an investment point of view, it is politically motivated on both sides due to the elections in the Netherlands and the Turkish Referendum. The current…
Strong Possibility of the Leave Campaign winning. Brexit is clearly more likely to happen. Please see my quick analysis in the previous article. Expectations: GBP to drop to around 1.20 or even less by year end. US Dollar and Japanese…
The vote is going to be close. During the last few days, the markets and the polls showed the Stay Campaign with a slight edge. Today, I closed out most of my 'risk-on' positions with a profit. It was just…
Our position on Brexit is that it will be very close but will not happen. There are several reasons that we think the vote will swing in favor of staying in the European Union. First of all the issue is…
Anti-austerity forces in Portugal and Spain represent a threat to Germany and European unity. Yesterday, the leftist alliance defeated legislation in parliament that resulted in the end of Prime Minister Coelho after years increased taxes and spending cuts. On the…
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