https://geopoliticaleconomist.com/issues/political-economy Growth, inflation, debt, currencies and the politics that shape them. en https://geopoliticaleconomist.com/assets/brand/icon-512.pnghttps://geopoliticaleconomist.com/issues/political-economy https://geopoliticaleconomist.com/articles/afghanistan-after-nato-balloon-economy https://geopoliticaleconomist.com/articles/afghanistan-after-nato-balloon-economy Fri, 02 Oct 2026 06:00:00 +0000 Dr Mukammil Shah Yousafzai From the pre-9/11 battlefield to two decades of foreign-funded state-building — and now a search for economic survival South Asia https://geopoliticaleconomist.com/articles/uae-africa-ports-gold-gates https://geopoliticaleconomist.com/articles/uae-africa-ports-gold-gates Wed, 30 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo 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. Africa Middle East & North Africa https://geopoliticaleconomist.com/articles/egypt-ras-el-hekma-suez-foreign-currency https://geopoliticaleconomist.com/articles/egypt-ras-el-hekma-suez-foreign-currency Tue, 29 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo 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. Africa Middle East & North Africa https://geopoliticaleconomist.com/articles/cost-of-partition-1947-south-asia-economy https://geopoliticaleconomist.com/articles/cost-of-partition-1947-south-asia-economy Tue, 29 Sep 2026 06:00:00 +0000 Dr Mukammil Shah Yousafzai What was the economic, political and social price of dividing an integrated subcontinent? South Asia https://geopoliticaleconomist.com/articles/kazakhstan-agricultural-machinery-localisation https://geopoliticaleconomist.com/articles/kazakhstan-agricultural-machinery-localisation Tue, 29 Sep 2026 06:00:00 +0000 Jean-Davy Niezgoda How Astana Is Turning Foreign Competition into Industrial Power Indo-Pacific https://geopoliticaleconomist.com/articles/migration-management-trap-tunisia-europe https://geopoliticaleconomist.com/articles/migration-management-trap-tunisia-europe Mon, 28 Sep 2026 06:00:00 +0000 Saif Eddine Ghobr Migration is neither a threat nor a tragedy. It is a system of management—and everyone is a manager. Africa Europe https://geopoliticaleconomist.com/articles/global-south-financial-alternative-papss-brics https://geopoliticaleconomist.com/articles/global-south-financial-alternative-papss-brics Mon, 28 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo 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. Africa https://geopoliticaleconomist.com/articles/pakistan-india-what-if-we-were-not-enemies https://geopoliticaleconomist.com/articles/pakistan-india-what-if-we-were-not-enemies Sun, 27 Sep 2026 06:00:00 +0000 Dr Mukammil Shah Yousafzai Pakistan and India: two neighbours spending too much energy on each other, while poverty waits at the door South Asia https://geopoliticaleconomist.com/articles/why-gold-can-buy-political-distance-and-garments-cannot https://geopoliticaleconomist.com/articles/why-gold-can-buy-political-distance-and-garments-cannot Sat, 26 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo 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. Africa Americas https://geopoliticaleconomist.com/articles/nigeria-rating-upgrade-war-dividend https://geopoliticaleconomist.com/articles/nigeria-rating-upgrade-war-dividend Fri, 25 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo 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. Africa https://geopoliticaleconomist.com/articles/mozambique-lng-restart-fiscal-bet https://geopoliticaleconomist.com/articles/mozambique-lng-restart-fiscal-bet Tue, 22 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo 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. Africa https://geopoliticaleconomist.com/articles/mozambique-mining-law-fiscal-bet https://geopoliticaleconomist.com/articles/mozambique-mining-law-fiscal-bet Sat, 19 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo 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. Africa https://geopoliticaleconomist.com/articles/pakistan-afghanistan-trade-deadlock https://geopoliticaleconomist.com/articles/pakistan-afghanistan-trade-deadlock Thu, 17 Sep 2026 06:00:00 +0000 Dr Mukammil Shah Yousafzai When two neighbours close their doors, both sides pay the price. South Asia https://geopoliticaleconomist.com/articles/who-defines-tunisias-geopolitical-value https://geopoliticaleconomist.com/articles/who-defines-tunisias-geopolitical-value Tue, 15 Sep 2026 06:00:00 +0000 Saif Eddine Ghobr 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. Africa Europe Americas https://geopoliticaleconomist.com/articles/bangladesh-brics-absence-was-about-more-than-protocol https://geopoliticaleconomist.com/articles/bangladesh-brics-absence-was-about-more-than-protocol Tue, 15 Sep 2026 06:00:00 +0000 Kawsar Mia and Dr. Abdul Momen 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. South Asia Americas Indo-Pacific https://geopoliticaleconomist.com/articles/why-india-and-china-secretly-want-the-dollar-to-survive https://geopoliticaleconomist.com/articles/why-india-and-china-secretly-want-the-dollar-to-survive Fri, 11 Sep 2026 06:00:00 +0000 Vikas The bloc's two biggest economies hold trillions in dollar assets, and their rivalry makes a shared alternative even less likely. Indo-Pacific South Asia Americas https://geopoliticaleconomist.com/articles/america-is-bombing-its-own-bond-market https://geopoliticaleconomist.com/articles/america-is-bombing-its-own-bond-market Thu, 10 Sep 2026 06:00:00 +0000 Vikas 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. Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/biggest-el-nino-since-1877 https://geopoliticaleconomist.com/articles/biggest-el-nino-since-1877 Mon, 24 Aug 2026 06:00:00 +0000 Vikas This time, we have 18 months’ warning — and still no plan. https://geopoliticaleconomist.com/articles/americas-economic-doomsday https://geopoliticaleconomist.com/articles/americas-economic-doomsday Fri, 21 Aug 2026 06:00:00 +0000 Vikas There are five things that have to happen first — and two of them happened this week. Americas https://geopoliticaleconomist.com/articles/iran-waiting-for-midterms https://geopoliticaleconomist.com/articles/iran-waiting-for-midterms Fri, 21 Aug 2026 06:00:00 +0000 Vikas In 1980, It Waited for the American Election, and It Is Waiting Again. Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/how-far-can-europe-go-for-ukraine https://geopoliticaleconomist.com/articles/how-far-can-europe-go-for-ukraine Sat, 27 Jun 2026 06:00:00 +0000 Vikas Europe has become Ukraine’s biggest financial backer. The real question is whether Europe’s own economy can survive the cost. Europe Russia & Eurasia https://geopoliticaleconomist.com/articles/the-crash-will-begin-in-america https://geopoliticaleconomist.com/articles/the-crash-will-begin-in-america Sat, 31 Jan 2026 06:00:00 +0000 Vikas Much Worse Than 1929, 2000, and 2008 Americas https://geopoliticaleconomist.com/articles/russias-war-economy-breaking-apart https://geopoliticaleconomist.com/articles/russias-war-economy-breaking-apart Sun, 26 Oct 2025 06:00:00 +0000 Vikas The Illusion of Strength Is Fading Russia & Eurasia