Analysis on global macro, geo-economics and the multipolar transition — published as it is written, and left on the record.
Inequality in the MENA region is becoming structural rather than cyclical — a slow variable that sets the conditions under which faster ones eventually break. Published…
Saudi Arabia and the UAE joining BRICS was read as a geopolitical signal. The economic case stands on its own terms — which changes what the…
A quarter century of modernization, sustainability investment and entry into global value chains — set against socioeconomic challenges that have proved more stubborn than the industrial…
The Arab-Israeli agreements were widely expected not to survive the war in Gaza. They largely have — but their future depends on dynamics well beyond the…
The Gulf has redirected its energy exports toward Asia — and with them, its diplomatic and financial alliances. A Carnegie paper on what the shift means,…
Premier Li Keqiang first outlined the measures taken by the Chinese government in the context of the Covid-19 pandemic whose origin is still unclear but whose…
At a time when China’s Tech Giants have reached and even surpassed their US counterparts, India’s Tech sector lags behind its East Asian rival in scale…
Hydrogen as a feedstock for the petrochemical industry Since the first demonstrations of water electrolysis some two hundred years ago, Hydrogen has witnessed many false dawns.…
The Chinese authorities are increasing their oversight of the country’s large Internet platforms. The publication of the Draft Measures for the regulation of online trading (网络交易监督管理办法…
The measures taken by the Trump Administration against Chinese technology firms go far beyond Huawei. The latest casualty is SMIC, China’s flagship semiconductor fabrication firm. China’s…
Revisiting George Kennan’s Containment Argument In February 1946, George Kennan, then an American diplomat in Moscow, sent his famed “Long Telegram“, which predicted the Soviets would…
Pieces are published as written and left on the record. Analysis reflects the information, circumstances and judgements current at the time of publication, and is not revised retrospectively — some of it has since been overtaken by events. Nothing published here constitutes investment advice, nor an offer or solicitation in respect of any security or financial instrument.
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