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G20 Geopolitics

Post G20 Geopolitical Implications The geopolical implations post the G20 meeting in India are important. Our analyis highlights several important areas to monitor.  Inclusion of the African Union (AU) and the proposal for a middle east transport corrider to connect…

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Political Map Of Europe On Globe

Recent NATO Plan for Ukraine and Impact on Markets?

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…

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RUSSIA - 2013: Dedicated The 20th Anniversary Of The State Duma

Russian Geopolitical Risk Analysis

The geopolitical risk from the Wagner Group mess has subsided and is now short-lived.  However, the implications of a weaker nuclear armed Russia for the medium and long-term still poses a potentially high geopolitical risk to the world and the…

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RUSSIA - 2013: Dedicated The 20th Anniversary Of The State Duma

Russian-Ukrainian War Analysis

Russia is now reacting from the recent success of the Ukranians in capturing territory in the northern front.  The Ukrainian plan was executed with the help of the Americans and British in terms of planning and suceeded beyond expectations.™ Putin…

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Globe - Russia

Russian Sanctions Analysis

The west led by the US has imposed very tough sanctions on Russia.  However, one of the key sanctions needs further explanation.  Thus, this analysis will focus on the sanctions against the Russian central bank.  In short, this is one…

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Map Of Turkey In Near East

New US Middle East Policy

The US policy in the Middle East will become more anti-Iranian over the next couple of months.  The key date here is the Iran Nuclear Deal sign off that Trump will need to make in mid May. Here is a…

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Map Of China On Globe

Trade War Forecast

Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese investment of high-tech US companies has been stymied and regulated…

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Map Of Japan And Korea

North Korean Risks

North Korea dramatically escalated tensions by testing a very powerful bomb today.  Experts are skeptical that it was a hydrogen bomb.  However, it is at least 10x more powerful than anything North Korea had up to this point. The test…

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Map Of Turkey

Turkish Referendum and Dutch Spat

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…

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