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Geopolitics

Stack of gold bars in warm light, symbolizing financial uncertainty, global debt pressures, and the shifting foundations of monetary trust

Gold’s return of power: Debt, trust, and the end of easy money

Gold’s relentless rise isn’t just a speculative flare—it’s a mirror of a world in transition, where debt, de-dollarisation, and fading trust in fiat currencies redefine value itself. It’s not greed driving the market—it’s fear

Expansive golden farmland under wide sky, symbolising how economic realities ground political ambition and reshape global power dynamics

The voluntarism vortex: When grand bargains go awry

The international stage endures an unprecedented surge of voluntarism, where agreements, often impractical, forge a landscape indifferent to reality, yielding unpredictable geopolitical and economic ramifications

Aerial view of MP Materials’ leach circuit facility, highlighting U.S. industrial policy investments in rare earth refining for national security

Statecraft’s new frontier: Trump’s industrial policy unveiled

The Trump administration has embarked on a distinctive industrial policy, directly intervening in strategic sectors. This approach aims to bolster national self-sufficiency, reducing reliance on foreign supply chains, and reshaping global economic dynamics. Its implications are profound

A 3D topographic model of Africa in light, polished material with golden lines representing economic networks, set against a dark background

Africa’s century or just another mirage

Africa’s true size, obscured by Mercator’s colonial legacy, hides a continent brimming with demographic vigour and critical resources. For astute investors, understanding this reality is the first step towards capitalising on Africa’s strategic opportunity

Four men pose for an official photo in Riyadh, with Saudi and Pakistani leaders at the center

The Riyadh–Islamabad entente: A new geopolitical equation

Saudi Arabia and Pakistan have forged a mutual defense pact, a development reshaping global power dynamics. This alliance signals a recalibration of regional security, with profound implications for major international players