Nothing of that type yet.
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Opinion · South Asia
Three Myths the West Gets Wrong About CPEC
Beyond the headlines: why calling a $62 billion trade corridor a "debt trap" misses what is actually happening on the ground.
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Analysis · Africa
The Sahel Didn't Replace France. It Unbundled It.
Mali, Burkina Faso and Niger are often described as having swapped France for Russia. The record shows something narrower: the security layer of France's presence was replaced quickly, through Wagner and Turkish drones, while the development finance, monetary architecture and institutional access that came with it were not replaced at comparable scale by anyone.
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Analysis · Africa
The G20 Common Framework Fixed Who Sits at the Table. It Never Fixed the Clock.
The Common Framework brought China and the Paris Club into one restructuring process for the first time. It left the timeline open-ended, and the IMF and World Bank have since called the missing standstill and deadline design gaps. The delay, not the generosity of each settlement, has been its most underpriced cost.
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Research brief · South Asia
What Indians Are Protesting About. It Isn't Prices.
Part 2 of The Protest Question. The grievance behind India's record protest count is the state's failing examination and hiring machine, not the cost of living. The data shows where the pain is, when it erupts, and what companies operating in India should read into it.
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Research brief · South Asia
Are Indians Protesting More? Yes. Here Is the Evidence.
Every count of protests that exists for India points the same way. The ACLED event record shows demonstrations up by half since 2016 and at a record in 2024 to 2026. The police's own count of agitations was rising before that. A catalogue of 217 major protests since 2000 shows the rate doubling since the late 2010s. The protests are also more peaceful than a decade ago. What has fallen is rioting, which is a different thing.
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Analysis · South Asia
Afghanistan After NATO: When the Balloon Economy Lost Its Air
From the pre-9/11 battlefield to two decades of foreign-funded state-building — and now a search for economic survival
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Analysis · South Asia
Why AI Power Will Be Claimed in the Next Thirty Months, and by Whom
India and Russia cannot win the race for capacity. They can contest the race for standing, and standing has a shorter clock.
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Analysis · Russia & Eurasia
The Price Cap Didn't Stop Russian Oil. It Created a Toll Booth.
The price cap was meant to cut Russia's revenue while keeping its oil on the market. Its enforcement built a parallel shipping system whose costs are shared unevenly by exporters, shipowners, insurers, traders and refiners.
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Analysis · Middle East & North Africa
The Sandals Gatekeepers: How a Houthi–Horn Axis Could Redraw Red Sea Power
In September the Houthis stopped being an insurgency and became a landlord. With al Shabaab on the opposite shore, the Red Sea faces a dual chokepoint squeeze.
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Analysis · Africa
The UAE Doesn't Buy Africa's Goods. It Buys the Gates.
Emirati influence in Africa is better measured by position than by pledges: ports, gold markets and farmland place the UAE at the points where African goods change jurisdiction or form.
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Analysis · Middle East & North Africa
The Middle East’s New Firestorm: The Houthis, Saudi Arabia and the First Test of the Makkah Pact
The pact's most important test may not be whether Pakistan and Türkiye enter the Yemen war, but whether the three countries can strengthen Saudi Arabia's defence while preventing the conflict from widening.
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Analysis · Africa
Egypt Didn't Fix Its Foreign Currency Problem. It Rented a Solution.
The $35 billion Ras El-Hekma deal with the UAE, not structural reform alone, most immediately eased Egypt's foreign-exchange crisis, arriving just as Houthi attacks collapsed Suez Canal revenue.
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Analysis · South Asia
The Cost of Partition: What the Subcontinent Lost in 1947
What was the economic, political and social price of dividing an integrated subcontinent?
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Analysis · Indo-Pacific
Kazakhstan’s Agricultural Machinery Revolution
How Astana Is Turning Foreign Competition into Industrial Power
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Analysis · Africa
The Migration Management Trap: No Victims, No Criminals—Only Managers
Migration is neither a threat nor a tragedy. It is a system of management—and everyone is a manager.
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Analysis · Africa
The Global South's Financial Alternative Isn't the One With BRICS on the Door
Africa's most consequential break from dependence on external financial intermediaries is not the BRICS-led New Development Bank, but the Pan-African Payment and Settlement System, a homegrown initiative moving money across African currencies without routing it through a third one.
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Opinion · South Asia
What If We Were Not Enemies?
Pakistan and India: two neighbours spending too much energy on each other, while poverty waits at the door
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Commentary · Middle East & North Africa
The Conflict That Conscripts Its Spectators
Why Israel and Palestine turn distant observers into participants in a war over legitimacy
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Analysis · Africa
Why Gold Can Buy Political Distance and Garments Cannot
South Africa and Lesotho share a currency and a customs union, and absorbed the same American trade shock. The difference between their outcomes is not primarily about politics. It is about what each country sells, and how much of the value of those exports survives when the buyer changes.
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Commentary · Americas
Trump Storms the UN Stage
Trump's speech to the United Nations put the contours of 'civilizationism' into greater relief. The real test case is not Iran but Cuba — and the ideology shaping both Trump's and Rubio's approach to the western hemisphere.
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Analysis · Africa
Nigeria's Rating Upgrade Is Partly a War Dividend
Nigeria's sovereign credit rating upgrade is being presented as proof that three years of painful reform have finally paid off. Some of it has. But part of the improvement traces back to an oil price spike tied to a war Nigeria did not start.
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Analysis · Middle East & North Africa
Beyond Hormuz: How Saudi Arabia's Oil-Route Redundancy Is Being Tested
The East-West pipeline gives Saudi Arabia an alternative to the Strait of Hormuz, but when one route fails, the remaining routes can become new points of vulnerability.
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Analysis · Americas
Why China Will Get What It Wants From Trump
Xi arrives in Washington with rare earths, cheap energy, and leverage. Trump arrives with $6 diesel and a war he can't afford.
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Analysis · Africa
Mozambique's LNG Restart Is a Fiscal Bet on Timing
Mozambique's delayed LNG restart could bring major gas revenues into state coffers just as a global supply wave reshapes prices, buyer leverage and the value of that revenue.
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Analysis · South Asia
Grid, Factory, and the Shared Sovereignty Problem: India-Israel Convergence in Electrical, Automation, and Robotics Technology
India's manufacturing scale without design-and-verification depth, and Israel's design-and-verification depth without manufacturing scale, are mirror-image versions of the same incomplete sovereignty position. Converging them is not merely good industrial policy.
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Analysis · Africa
Mozambique's Mining Law Is a Fiscal Bet on Resource Sovereignty
Mozambique's 15% state mining stake could increase public control over mineral resources, but its success will depend on whether the country can attract the investment needed to turn that stake into actual revenue.
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Briefing · South Asia
Pakistan, Afghanistan Trade: From a Historic Lifeline to an Economic Deadlock
When two neighbours close their doors, both sides pay the price.
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Analysis · Africa
Who Defines Tunisia's Geopolitical Value? How Its Environment Shapes the State Itself
Tunisia's geopolitical value is not simply imposed by Europe, America or China. It is produced through an unequal exchange in which external demands reshape domestic incentives, and eventually the state itself.
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Analysis · South Asia
Bangladesh's BRICS Absence Was About More Than Protocol
Dhaka's no-show in New Delhi exposed a narrowing strategic space between BRICS-style financial autonomy and new U.S.-linked economic-security commitments.
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Analysis · Europe
Canada Cannot Join Europe. It Can Get Most of the Way There.
Ottawa is exploring a status that does not exist, with a bloc whose treaties say it cannot join, to escape a neighbour that takes seven in ten of its exports. This brief sets out what is actually on the table, what is not, and how to price the outcomes.
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Analysis · Russia & Eurasia
Washington Is Now Defending Russia's Oil Refineries
American diesel passed $6 a gallon on Friday. On Sunday the President asked Ukraine to stop destroying the refineries of the country he is sanctioning. The two facts are the same fact.
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Analysis · Middle East & North Africa
The Last Way Around Hormuz Is Closed
Drones launched from Iraq shut the pipeline that carried five million barrels a day past the strait. Brent is above $107, the ten-year Treasury is at 4.97%, and the Federal Reserve meets on Wednesday.
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Analysis · Russia & Eurasia
Does Russia Alienate Russians It Later Claims It Must Protect?
Russia's war has driven Russians into neighbouring countries, potentially creating the very diaspora populations Moscow could someday invoke to justify political pressure or intervention.
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Analysis · Indo-Pacific
Why India and China Secretly Want the Dollar to Survive
The bloc's two biggest economies hold trillions in dollar assets, and their rivalry makes a shared alternative even less likely.
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Analysis · Middle East & North Africa
Why Trump Can't End the Iran War After the Midterms
The Vice President says by January 2029. The theory of how wars end says neither of them controls the date.
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Analysis · Middle East & North Africa
America Is Bombing Its Own Bond Market
Five Iranian tankers are burning, oil has crossed $100, and the U.S. Treasury is paying more than $1 trillion a year in interest. These three facts are one story.
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Analysis · Europe
Europe Is Becoming a Chinese Colony
How Europe’s trade imbalance with China is becoming a vulnerability for jobs, manufacturing, and security.
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Analysis · Indo-Pacific
China Won’t Invade Taiwan. It Will Quarantine It.
A blockade is an act of war. A quarantine is paperwork
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Analysis · Americas
Trump Doesn’t Want Money From His Allies. He Wants Their Soldiers.
South Korea pay the price of the US security guaranty
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Analysis · Middle East & North Africa
The U.S. Imported Iranian Oil While Bombing Iran
For one month, a quiet Treasury licence made Iranian crude legal in American ports
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Analysis · South Asia
China’s Water Bomb Has Exploded in Nepal — and the World Is Silent
Climate change broke the mountain, but China’s upstream secrecy and the world’s silence turned disaster into catastrophe.
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Analysis · Russia & Eurasia
Russia Is Frustrated. Europe will be targeted next.
Britain crosses Moscow’s red lines, and NATO’s defences run dangerously low.
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Analysis · Russia & Eurasia
The World Is Moving Toward a Food Crisis. Russia Could Be the Last Resort.
War, fertiliser shortages, export restrictions and El Niño are breaking the global food chain
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Analysis
The Biggest El Niño Since 1877 Could Hit Harder
This time, we have 18 months’ warning — and still no plan.
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Analysis · Americas
When Will America’s Economic Doomsday Actually Hit?
There are five things that have to happen first — and two of them happened this week.
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Analysis · Middle East & North Africa
Iran Is Waiting for the US Midterm Elections
In 1980, It Waited for the American Election, and It Is Waiting Again.
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Analysis · Europe
How Far Can Europe Go for Ukraine?
Europe has become Ukraine’s biggest financial backer. The real question is whether Europe’s own economy can survive the cost.
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Research paper · Americas
The End of the Liberal International Order? What Comes Next, We Still Do Not Know
The liberal international order is widely held to be breaking apart, yet scholars disagree about what is breaking, when the breakdown began, and what will take its place.
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Analysis · Americas
The Crash Will Begin in America and Hit the Entire World
Much Worse Than 1929, 2000, and 2008
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Analysis · Europe
The Two-Tier System of the European Union
Why Fast-Tracking Ukraine Could Reshape EU Membership Forever
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Analysis · Americas
Why Greenland Is Not Worth It for Trump
Natural resources, power politics, and the high price of coercion
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Analysis · Russia & Eurasia
Russia’s War Economy Is Finally Breaking Apart
The Illusion of Strength Is Fading
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Analysis · Europe
London’s Great Wealth Exodus
Why London’s Millionaires Are Fleeing And Where They’re Heading
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Analysis · South Asia
India-Pakistan: The Next Major War?
5 ways India can respond to the terrorist attack by Pakistan
