South Korea’s Arms Industry Is Quietly Becoming a Global Power
South Korea is no longer just producing for its own defense. It’s exporting at scale, reshaping arms markets from Eastern Europe to the Gulf. And unlike other major exporters, it’s doing so with minimal U.S. oversight.
Capital Flight, Not Credit Risk, Is the New Contagion
Tariffs are weaponizing capital flows and exposing the limits of central banks. Liquidity is fracturing in politically isolated markets—and the old risk models no longer apply.
The Gulf’s Quiet Takeover of Global Finance
As Western banks retreat from riskier markets, Gulf nations are stepping in with billions in private credit, direct lending, and infrastructure financing. Sovereign wealth funds from Saudi Arabia, the UAE, and Qatar are filling liquidity gaps, funding distressed assets, and bypassing traditional financial systems.
Shifting Trade Winds: Mexico’s New Strategic Corridor
Mexico’s ambitious megaproject is set to disrupt global trade dynamics by offering a competitive alternative to the Panama Canal. With upgraded railways and modernized ports, this $20 billion initiative redefine hemispheric trade routes?
Power, Leverage, and Risk: The Grand Ethiopian Renaissance Dam
The Grand Ethiopian Renaissance Dam (GERD) is reshaping power dynamics in the Nile Basin, simultaneously positioning Ethiopia as a regional energy hub while intensifying geopolitical risks for Egypt and Sudan.