Your Global Compass: Your Monthly Geopolitical Monitor – October 2025
The world is splitting along ideological lines, ushering in a new era of strategic competition that demands thorough scenario planning. This October 2025 edition of our Global Compass reveals an international system where fragmentation accelerates beyond economics into legitimacy itself. From the protest-filled streets of Jakarta and Kathmandu to the Federal Reserve’s pivotal rate decision […]
Sector Deep Dive: Critical Minerals and Rare Earths
Critical Minerals (including rare earth elements, lithium, and cobalt) are at the forefront of geopolitical competition, reshaping industrial power, energy security, and global economic alignment. The sector’s growth is underpinned by a race for supply chain sovereignty, with nations showing increasing interest in resource nationalism and processing technology. Our November 2025 Sector Deep Dive report […]
Unpacking China’s 15th Five-Year Plan: Strategic Priorities and Implications for Global South Business Stakeholders
In this explainer piece, East Asia Analyst Wesley examines how China’s Fourth Plenum is shaping the 2026–2030 Five-Year Plan, reinforcing the Party’s leadership control, advancing technological self-reliance, industrial modernization, and establishing a more centralized yet predictable environment for foreign participation. The analysis examines how these shifts will transform China’s economic model and influence investors and […]