Publications
385 published articles
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MarketsAnthropic: A Historic IPO Faces the Economic Reality of Artificial Intelligence
On October 26, 2026, Anthropic reached a decisive milestone in its development by making its initial public offering filing public in the United States. Founded just five years earlier, the company behind Claude is preparing to enter public financial markets on a scale rarely see
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GeopoliticsThe Economy of Interdependence: Who Really Controls the Infrastructure of Power?
Economic power has long been associated with ownership. Land, natural resources, factories, capital, and technology formed the material foundations of wealth and influence. States sought to secure their supplies, companies attempted to control their means of production, and inves
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MarketsSouth Korea: $100 Billion in Semiconductor Exports at Risk from an AI Slowdown
The Bank of Korea has warned that a slowdown in US artificial intelligence investment could leave South Korea’s semiconductor exports $50 billion to $100 billion below earlier projections for 2027. Beyond the immediate economic implications, the scenario exposes a deeper vulnerab
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CorporateEQT–Range Resources: A $50 Billion Merger to Reshape America's Natural Gas Industry
Across the Appalachian Basin, stretching through Pennsylvania, Ohio, and West Virginia, a major transformation is unfolding in the American energy industry. The vast natural gas reserves that helped drive the shale revolution are becoming the foundation of a new industrial struct
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EnergySoutheast Asia: The Energy Transition Faces the Risk of a New Industrial Dependency
The energy transition was supposed to help economies reduce their exposure to international oil and gas markets. Yet as solar panels, batteries, and electric vehicles become increasingly essential to economic development, another vulnerability is emerging: dependence on the count
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Defense & SecurityMiddle East: Regional Powers Seek to Build Their Own Security Architecture
Faced with the risk of military confrontation, persistent strategic rivalries, and growing uncertainty surrounding external security guarantees, Middle Eastern states are expanding their diplomatic initiatives. From Saudi Arabia and Iran to Turkey, Pakistan, Oman, and Qatar, a ne
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MarketsSyngenta–Sinochem: A Hong Kong IPO Could Value the Agricultural Giant at Up to $88 Billion
In Basel, Switzerland, one of the world's largest agricultural technology companies is preparing for a potential return to public markets. Nearly a decade after its acquisition by Chinese state-owned interests, Syngenta could seek a listing in Hong Kong at a valuation ranging fro
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AfricaAlgeria–Niger: Military Power, Strategic Resources and the New Geopolitical Battle for the Sahel
Algeria's decision to deploy military forces to Niger marks a potentially historic shift in Algiers' security doctrine. Behind this development lies a much broader transformation: the redistribution of power between North Africa and the Sahel, competition over energy and mineral
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Reports and StudiesOwnership Is No Longer Enough: Why Resources and Competitive Advantages No Longer Guarantee Economic Power
possessing a strategic advantage no longer guarantees the ability to exploit it, control it, or convert it into lasting economic power.
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TechnologyTata Communications: $450 Million to Build India's AI Superhighways
India's artificial intelligence ambitions are not taking shape inside data centers alone. They also depend on thousands of kilometers of fiber-optic networks capable of connecting computing facilities, transporting enormous volumes of data, and turning isolated infrastructure int
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MarketsIndonesia: When Global Financial Markets Set the Terms of Financial Sovereignty
Facing the possibility of losing its emerging-market status in MSCI indices, Indonesia is accelerating reforms to its stock market. Beyond transparency requirements and corporate governance lies a deeper question: how much financial autonomy can a country retain when private inde
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MarketsBen & Jerry’s: Can Employee Ownership Reclaim a Global Brand?
A global brand, two founders seeking to reclaim its independence, and a proposal that could turn employees into shareholders. Behind the struggle for Ben & Jerry’s lies a much broader question about the future of capitalism: can those who create a company's value also own its cap