BRICS Payment Settlement: The Quest and Implications
Amid escalating tariff threats, economic sanctions, disorderly payment settlements, currency and liquidity stress, and compliance-driven de-risking in an intensifying geopolitical churn, the RBI’s call...
Middle Powers Hedge Against U.S. Under Trump, Reboot Global Trade
Donald Trump’s aggressive trade tactics, exemplified by his Greenland tariff threat, appear to have catalyzed a shift among the world’s “middle powers.” Nations like...
German Investments in China Surge Amid US Trade War Concerns
German companies significantly increased their investments in China in 2025, hitting a four-year high of over €7 billion ($8 billion) from January to November,...
Financial Brief: A Weekly Roundup on the Geopolitics of Money | Jan 27
EXECUTIVE TAKEAWAYS
Markets this week revealed selective amnesia about risk. Asian equities hit records and investors rotated into duration despite Trump hiking South Korean tariffs...
Gold at $5,000: Why the World Is Rushing Into the Ultimate Safe Haven
Gold has surged to a historic high above $5,000 an ounce, capping one of the strongest rallies in modern market history. The metal gained...
Venezuela and the Petrodollar Question: What Currency Power reveals about Today’s Geopolitics
The US military operation in Venezuela on January 3, 2026, has been framed by the former as a narrow counter-narcotics and democratic enforcement measure....
The Return of Economic Coercion: How Global Power Is Being Redefined
Introduction
Economic coercion in the form of sanctions, tariffs and trade restrictions became a deliberate peacetime tool for global security after World War 1. They...
India, EU Poised to Announce End of Free Trade Talks
India and the European Union are expected to announce the conclusion of long-running negotiations on a free trade agreement on Tuesday, according to Indian...
Geopolitical Risk Moves to the Center of Investment Decisions
Demand for geopolitical analysis is rising sharply as investors struggle to price in risks from wars, trade threats and political shocks. Asset managers and...
Trump Retreats on Greenland Tariffs, Signals Deal Framework Amid NATO Tensions
U.S. President Donald Trump abruptly reversed course on Wednesday, stepping back from threats to impose tariffs on European allies as leverage to secure control...