Can trade blocs withstand China Shock 2.0?
A wave of regional trade deals is creating a new trading system without central leadership. Conflict over subsidized Chinese goods poses a risk....
October 28, 2026 • by Simon J. Evenett, Fernando Martín Espejo, Leandro J. Urbano in Geopolitics • 7 min read
Most countries cannot outspend the US or China. Five export winners, from Indonesia to Chile, show the art of the possible in industrial strategy....
Continue readingOctober 26, 2026 • by Richard Baldwin in Geopolitics • 6 min read
A wave of regional trade deals is creating a new trading system without central leadership. Conflict over subsidized Chinese goods poses a risk....
October 22, 2026 • by David Bach in Geopolitics • 7 min read
Businesses must rethink resilience, competitiveness, and leadership in a more fragmented world....
October 20, 2026 • by Arturo Bris in Geopolitics • 7 min read
Heavy government borrowing and soaring AI investment are putting pressure on capital, while companies remain resilient. A sharp drop in profits, however, could trigger a global financial crisis....
October 9, 2026 • by José Caballero in Geopolitics • 8 min read
A Taiwan chip-smuggling case reveals how export controls, geopolitical rivalry, and supply-chain governance are redefining the rules of global trade. ...
August 20, 2026 • by David Bach in Geopolitics • 2 min read • Podcast available
IEA chief Fatih Birol on the age of electricity, Europe’s strategic energy mistakes, the Hormuz shock – and why trust is now an energy asset....
July 24, 2026 in Geopolitics • 7 min read
How can leaders stay competitive amid geopolitical uncertainty? David Bach explores resilience, AI, energy security, trust and European reform...
July 15, 2026 • by Lindsay Sarah Krasnoff in Geopolitics • 10 min read
Once the preserve of men in pinstripes, international sports stars have redefined the art of diplomacy. Lindsay Sarah Krasnoff explains the new rules of the game and how business leaders can benefit...
July 13, 2026 • by Jerry Davis in Geopolitics • 9 min read
Only Elon Musk can fire Elon Musk. This does not bode well for investors, pensioners, or democracy, warns Jerry Davis....
July 9, 2026 • by Simon J. Evenett in Geopolitics • 16 min read
Simon J Evenett explores 250 years of contested American identity, and explains why tracking these deep philosophical battles is crucial for managing corporate risk...
July 3, 2026 • by Sebastian Contin Trillo-Figueroa in Geopolitics • 5 min read
Digital sovereignty in Europe remains more rhetoric than reality. Closing the gap requires industrial capacity, not just regulation....
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