Geo-politics, Market Sentiment - NVDA and INTC Rising geopolitical risks resulting in the implementation of new chip export restrictions will have significant implications for prominent companies in the semiconductor industry such as Nvidia and Intel. These restrictions have affected their…
Escalation to Iran and Risk to Strait of Hormuz Any threat to the world's most important energy choke point, the Strait of Hormuz, will rattle the global energy markets. Thus the Israel-Hamas War could escalate into a wider conflict. With…
Escalating Risk Ends in Unity Government The ongoing conflict between Israel and Hamas has once again escalated, resulting in a high risk of an all-out war. The recent Hamas attack has caught many by surprise, leading to increased tensions in…
Post G20 Geopolitical Implications The geopolical implations post the G20 meeting in India are important. Our analyis highlights several important areas to monitor. Inclusion of the African Union (AU) and the proposal for a middle east transport corrider to connect…
The geopolitical landscape is becoming a significant concern for both Apple and Huawei. The ongoing trade war between the U.S. and China is a primary source of this risk. Apple, an American company, and Huawei, a Chinese firm, are caught…
What the plan for Ukraine in NATO means? The plan for Ukraine to join NATO has significant geopolitical implications. NATO, the North Atlantic Treaty Organization, is a collective defense alliance aimed at countering potential threats from non-member states. Ukraine's inclusion…
The geopolitical risk from the Wagner Group mess has subsided and is now short-lived. However, the implications of a weaker nuclear armed Russia for the medium and long-term still poses a potentially high geopolitical risk to the world and the…
Russia is now reacting from the recent success of the Ukranians in capturing territory in the northern front. The Ukrainian plan was executed with the help of the Americans and British in terms of planning and suceeded beyond expectations.™ Putin…
Ukrainian Resistance Stronger Than Expected Our most likely secenario of the Russian end game looks more likely following the recent meeting in Istanbul between negotiators from Ukraine and Russia along with news that Russia may move some of its troops…
The west led by the US has imposed very tough sanctions on Russia. However, one of the key sanctions needs further explanation. Thus, this analysis will focus on the sanctions against the Russian central bank. In short, this is one…