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vulnerable is the market to a correct ...
the current tariff rate that the Unit ...
the United States increasing its inve ...
tariffs / trade policy risks going fo ...
1) Why tariffs matter now (the big-picture drivers) Two things changed recently: (a) major economies — especially the U.S. — raised or threatened broad tariffs in 2025, and (b) geopolitical friction (notably U.S.–China tensions) pushed firms to re-think…
Read more ↗global geopolitical tensions affectin ...
1. Geopolitics-Markets Nexus under Question Geopolitical tensions—wars, trade tensions, sanctions, or diplomatic tensions—have the potential to create a deep impact on global markets. Geopolitical tensions are attractive to investors as they affect: Supply Cha…
Read more ↗tariffs being used as tools of politi ...
first Afghan Taliban foreign minister ...
Why India Is Likely to Host Its First Afghan Taliban Foreign Minister Visit India is set to receive its first-ever visit by an Afghan Taliban foreign minister, a major diplomatic milestone that marks gingerly engagement between New Delhi…
Read more ↗supply chain pressures, and energy se ...
“reshoring” and “friend-shoring”
Why tariffs do nudge companies to reshore or friend-shore Cost pressure from tariffs. When imported goods face new taxes, sourcing abroad becomes less attractive. U.S.–China tariffs, for example, raised the cost of importing everything from machinery to electr…
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What the U.S. is doing Several concrete moves show that the U.S. is treating rare earths as a strategic priority rather than just a commercial concern: The U.S. government, notably through the U.S. Department of Defense, has sunk…
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