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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 24 of 108
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 24 of 108
*How the Chinese Economy Works. | Hudson Institute*
Read the entire article @ [SCMP](https://sc.mp/5pp9y?utm_source=copy-link&utm_campaign=3348156&utm_medium=share_widget). Below is a short summary of his core arguments: **The 5-Year Prediction for the Yuan** Rogoff predicts the Chinese yuan will become a vital global reserve currency within the next **five years**. He notes a pivotal shift in China’s leadership, where President Xi Jinping has now explicitly…
How the Chinese Economy Works. | Hudson Institute
Read the entire article @ SCMP. Below is a short summary of his core arguments:
The 5-Year Prediction for the Yuan
Rogoff predicts the Chinese yuan will become a vital global reserve currency within the next five years. He notes a pivotal shift in China’s leadership, where President Xi Jinping has now explicitly…
"what makes helium demand so durable in some of these applications is that you're using more than one of the unique uh you know attributes of the molecule" - Nick Snyder [00:09:04] "unlike any other critical mineral once you use it leaves the atmosphere So you can't go get it out of a landfill" - Nick Snyder [00:10:47]…
"If you're lending to a sovereign however there really isn't a bankruptcy code which already disadvantages creditors in terms of the workout solutions if things go really wrong." - Lupin Rahman [00:02:03]
"Often aspects of whether a sovereign is able to repay is beyond their control... It's not just about the basic credit risk, basic FX risk, basic volatility risk, or…
An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan
India’s Coffee Inflection Report by Prath Ventures
"For Iran, this is seen to be a regime change war with objectives of overthrowing or destabilizing the Islamic Republic in a significant way." - Sanam Vakil [00:01:03]
"The system or what remains of it is fighting for its very survival with the aim to spread the costs of the war horizontally and as widely as possible so that when offramps do…
KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team
Field report following meetings with CEOs, policymakers, and investors in Tokyo
Bottom line
Executive Summary
India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…
"shipping a little bit like the water that it flows on you plug up one area and suddenly it moves around" - Carrie Craig [00:01:46]
"we need bonds in the portfolio to protect us from recession risk but we need alternative assets in the portfolio to protect us from inflation risks" - Aaron Hussein…
1. Metadata & Credentials
Overview
This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter.
**Part I: Why…
India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity.
This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…
Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs
"At the moment the pain trade, the momentum trade, is for this equity rally and oil fall to continue." - Ozan Tarman [00:05:47]
"Another observation today reminds me of early February 2020 while we all saw people falling over in China... the S&P made new all-time high. The same is today with Iran. Nobody cares." - Client of Ozan Tarman…
AI Summary
Core thesis
Electronics manufacturing expands the number of metals demanded from refineries, which in return justifies investments in companion mineral extraction capacities. Goods such as air conditioners and batteries increase the scale of major metals demand. And in metals processing, larger scale lowers costs.
Large volumes of metals consumed by prior iterations of appliances, combined with China’s production in…
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate. - Rogan Quinn
Source: Report **Executive…
China's Technology Long Game : What reading through China's Five-Year Plans reveals about its evolving tech strategy--and its plans for the industries of the future. | Kyle Chan (@kyleichan)
"The number one thing that you will see is how little loyalty chinese consumers are because of the brands and how fast they innovate and how quickly they push things out." - Expert Analyst [00:00:51]
"It's a completely different way of operating and selling to consumers in china today than it is in other countries." - CNBC Correspondent…
"frankly if you look back at history the only shit that ever worked the things that helped us win all the wars were the things that the heretics actually did" - Shyam Sankar 00:01:55
"we've had no deaths due to nuclear incidents in our submarine force and he designed it to a standard... 100 times safer than what we believe the minimum standard to be"…
Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. The bottom line is that there is enormous potential for consumers to put more money into yield products.
