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Regional Outlook
The Agony and Ecstasy of Central Asian Investment
In some regions and under certain circumstances, geopolitics can inform the logic of investment more than the policies of national or local governments. Central Asia is one such place. For Central Asian nations, economic development was undergirded by an imperative to preserve the sovereignty won…
Read More →George Friedman on Geoeconomics
The Nature of US-China Relations
Some observers believe China has replaced Russia, nee the Soviet Union, as a global power. This is to some extent true. But that view fails…
Read More →Monthly Recap
Geoeconomic Transformations
In Energy, India Is an Agent of Change
In early August, an Oman-flagged tanker arrived at the Russian Arctic port of Vitino carrying roughly 68,000 metric tons of gasoline. The cargo had begun…
Read More →Graphic of the Month
Implications of a Weaker Dollar
The Month Ahead
Key Questions Shaping the Coming Month
Here are the questions we are thinking about as we enter the month of September. What will be the priorities for Russia’s new legislative deputies? The next elections for the State Duma, one of the two chambers of the Russian parliament, will be held in September. These are the first party elections since the beginning of the Russia-Ukraine war. Since…
Read More →Shipping in the Black Sea, Fears of a Second 'China Shock'
Traffic in the Black Sea What happened: On Aug. 8, Bloomberg reported that Turkish authorities were withholding and delaying clearances for certain ships traversing the Black Sea, especially those coming or going from Novorossiysk. Turkish authorities later said these were temporary measures. The news followed…
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