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Political Economy & Global Economics
Growth, inflation, debt, currencies and the politics that shape them.
- Geopolitics & International Relations16
- Foreign Policy & Strategy10
- Political Economy & Global Economics28
- Conflict, Security & Defence26
- Trade, Finance & Sanctions22
- Energy & Natural Resources17
- Technology & AI3
- Maritime Affairs12
- Climate, Food & Resources5
- Politics & Society3
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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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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 · 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 · 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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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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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 · 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 · 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 · 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
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
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 · Russia & Eurasia
Russia’s War Economy Is Finally Breaking Apart
The Illusion of Strength Is Fading
