Weekly Geopolitical Report

Weekly Geopolitical Report – The U.S.-China Balance of Power: Part III (February 1, 2021)

by Patrick Fearon-Hernandez, CFA | PDF In Part II of this report, we provided a head-to-head comparison of U.S. and Chinese military power.  Obviously, military power is the ultimate source of coercion that one country can use to influence others.  During non-conflict times, however, countries tend to use less violent means of influence.  One of… Read More »

Weekly Geopolitical Report – The U.S.-China Balance of Power: Part II (January 25, 2021)

by Patrick Fearon-Hernandez, CFA | PDF In Part I of this report, we provided a comprehensive overview of how China and the U.S. see their key interests and goals.  We believe those understandings will have a big impact on how the two sides compete with each other in the coming decades.  In Part II this… Read More »

Weekly Geopolitical Report – The U.S.-China Balance of Power: Part I (January 11, 2021)

by Patrick Fearon-Hernandez, CFA | PDF (Note: Due to Martin Luther King Jr. Day, our next WGR will be published on January 25.) We’ve often written in these reports that one of the most important challenges of the 21st century will be the geopolitical tensions generated as China strengthens and comes into ever greater competition… Read More »

Weekly Geopolitical Report – The 2021 Geopolitical Outlook (December 14, 2020)

by Bill O’Grady & Patrick Fearon-Hernandez, CFA | PDF (This is the last report of 2020; the next report will be published on January 11, 2021.) As is our custom, in mid-December, we publish our geopolitical outlook for the upcoming year.  This report is less a series of predictions as it is a list of… Read More »

Weekly Geopolitical Report – The Disputed Territory of Nagorno-Karabakh: Part II (December 7, 2020)

by Thomas Wash | PDF After a six-week war, Armenia regretfully conceded some of the disputed region of Nagorno-Karabakh to its longtime rival Azerbaijan. Making matters worse, Armenian President Armen Sarkisyan admitted that he wasn’t even involved in discussions regarding his country’s surrender. As of today, ethnic Armenians have evacuated the conceded regions, while Russian… Read More »

Weekly Geopolitical Report – The Disputed Territory of Nagorno-Karabakh: Part I (November 23, 2020)

by Thomas Wash | PDF (Due to the Thanksgiving holiday, our next report will be published on December 7, 2020.) On November 9, Armenia agreed to give up some of its territory to Azerbaijan in a deal brokered by Russia. After six weeks of fighting and three failed ceasefires, Azerbaijan and Armenia have ended their… Read More »

Weekly Geopolitical Report – An Ant Problem (November 16, 2020)

by Bill O’Grady | PDF Although the U.S. elections were the major story during the first week of November, another notable, but somewhat overshadowed, event did occur, namely, when Chinese regulators forced Ant Group to suspend its initial public offering.  Ant Group, an affiliated firm of Alibaba Group (BABA, USD 294.04), was preparing to launch… Read More »

Weekly Geopolitical Report – Revolution in Kyrgyzstan (November 9, 2020)

by Thomas Wash | PDF Around 20,000 protesters took to the streets in the Kyrgyzstan capital of Bishkek following parliamentary elections on October 4. Social media posts and news reports of alleged vote-buying and registration fraud sparked outrage when 107 out of 120 parliamentary seats went to parties loyal to President Sooronbay Jeenbekov, a surprising… Read More »

Weekly Geopolitical Report – Of Pirates and Computer Hackers (November 2, 2020)

by Patrick Fearon-Hernandez, CFA | PDF It’s now been more than a quarter century since the first nefarious behavior was observed on the internet.  There have been countless news reports about computer hacks, stolen data, ransom scams, misinformation aimed at manipulating elections, and the like.  Many of us have had to change our passwords and… Read More »

1 2 3 4 32