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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 24 of 66
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 24 of 66
*How the Chinese Economy Works. | Hudson Institute*
*From 51 to 5: Mapping the U.S. Defense Industrial Base Consolidation. “Last Supper” (DoD consolidation push) in 1993 triggered rapid mergers across the defense industry. #J.P.Morgan*
*India Insights by IndiaQuotient (March 2026) #Report*
How the Chinese Economy Works. | Hudson Institute
From 51 to 5: Mapping the U.S. Defense Industrial Base Consolidation. “Last Supper” (DoD consolidation push) in 1993 triggered rapid mergers across the defense industry. #J.P.Morgan
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
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…
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…
Abstract:
Real estate has long been central to China’s growth model, yet since 2018 its contribution has declined sharply, turning the sector from a key engine of expansion into a major drag on economic activity. While policy tightening triggered the downturn, it reflects deeper structural imbalances in a sector that, together with its upstream and downstream linkages and infrastructure, accounts for nearly…
Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs
"even if you believe that political instability or economic uncertainty might arrest China’s upward climb, that might not change the trajectory of Chinese science. All of those Chinese scientists and engineers will still be there. Their labs and facilities have already been built. Their equipment and instruments have already been bought. Their technicians are already trained. That will still be true if Xi Jinping…
China’s economic vulnerabilities: Understanding the structural slowdown | EU Institute for Security Studies | #Report
China - A fragile power? How Europe can use its economic leverage over Beijing | EU Institute for Security Studies | #Report
AI Summary
Core thesis
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 | High Capacity by Kyle Chan
McKinsey: The growing US national debt threatens investor confidence
The federal debt today stands at $38 trillion, or 120 percent of GDP. This is higher than the 119 percent recorded in 1946 in the aftermath of World War II and barely less than the all-time high set in April 2020 at the height of the COVID-19 pandemic. The United States has one of the highest national debt levels relative to GDP of major…
Competitiveness indicators for G7 economies and Mainland China. #McKinsey #Report
By 1900, the United States had the world’s leading economy by size andindividual incomes. #McKinsey #Report
McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just 4% of the world's population, the US produces 26% of GDP, 27% of research & development, and has 59 of the world's 100 most valuable firms. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…
India’s private markets: The global limited partner view (March 11, 2026) #McKinsey
India: From ambition to action (Jan 2026) | A curation of McKinsey insights about the world’s fastest-growing economy
India Insights by IndiaQuotient (March 2026) #Report
DSP Netra: Early Signals Through Charts (March 2026) #Report
