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global geopolitical tensions affecting markets
Read more ↗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 / trade policy risks going forward
Read more ↗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 ↗“reshoring” and “friend-shoring”
Read more ↗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…
Read more ↗the United States increasing its investment in rare-earth materials
Read more ↗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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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…
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