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Business & Geopolitics Business Intelligence

Of War, Natural Gas and Coupons

Geopolitical calculations and military miscalculations  The war currently unfolding in Ukraine has its roots in a number of factors and events, dating for some of them to Soviet – or even pre-Soviet times – and for other factors related to the 2013-2014 crisis that led to the first territorial cracks in this post-Soviet Republic. A […]

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Business & Geopolitics Business Intelligence Technology

Document: Cybersecurity Law of the People’s Republic of China (中华人民共和国网络安全法)

Unofficial translation. Retrieved from the site of China’s Cyberspace Administration Cybersecurity Law of the People’s Republic of China (Adopted at the 24th meeting of the Standing Committee of the 12th National People’s Congress on November 7, 2016)   table of Contents   Chapter One General Provisions   Chapter II Network Security Support and Promotion   Chapter III Network Operation […]

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Business & Geopolitics Business Intelligence

Document: China’s Data Security Law (中华人民共和国数据安全法)

Disclaimer: The following content is intended only for informational purpose to support the author’s opinions and related analysis. It should not be considered as a legal evidence, legal advice or as officially approved translation of legal sources. Please refer to qualified legal professionals for legal advice. Data Security Law of the People’s Republic of China […]

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Business & Geopolitics Business Intelligence Commodities MENA ENG Oil

Business & Geopolitics: The China-Iran strategic partnership

As summed up by the New York Times, “China agreed to invest $400 billion in Iran over 25 years in exchange for a steady supply of oil to fuel its growing economy under a sweeping economic and security agreement signed on Saturday.“ The partnership was signed by China’s Foreign Minister Wang Yi and his Iranian […]

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Business & Geopolitics Business Intelligence ENG Macro Analysis Video ENG

Market narratives [Podcast]: Multipolarity and the intersection between economics and geopolitics

Alexandre Kateb, founder and chairman of The Multipolarity Report was the guest of Alex Proimos, CFA Market Narratives Podcast series which he runs for Investment Magazine, dedicated to the Australian institutional investors community. The 35 minutes long discussion tackled critical issues at the juncture of Economics, Finance and Geopolitics focusing on what they meant for investors. From the rise of the BRICS and the future of the US-China relationship to global inequality, the power of social networks and Big Tech, the global energy transition and the redefinition of political risk in a Multipolar World.

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Business & Geopolitics Business Intelligence ENG

The US 2020 Presidential election (2/3): Joe Biden’s Climate Plan

Biden’s plan for a Clean Energy Revolution and Environmental Justice is a watered down and more realistic version of the Green New Deal championed by Bernie Sanders and Alexandra Ocasio-Cortez (AOC). It aims to reach net-zero emissions no later than 2050, which would put US environmental ambitions on par with the latest Green Deal proposal put forward by the European Commission, through a legislative enforcement mechanism in 2021 that would achieve legally-binding emissions reductions. We analyze the general philosophy, the technical measures and the potential impact of this plan.

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Business & Geopolitics Business Intelligence ENG GCC MENA ENG

Business & Geopolitics: The Abraham Accord and the future of the Middle East

For someone with a such a personal and professional interest in the future of the Middle East and North Africa (MENA) region – cf. my bio, my book “A New Development model for the MENA region”, published in French in 2019 with a foreword by Former WTO Managing-Director and current President of the Paris Peace Forum Pascal Lamy), and my 12-sessions long seminar on the MENA […]

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Business & Geopolitics Business Intelligence China Economy ENG Global Risks Other G20 / Global United States

Donald J. Trump and the return of strategic trade policy

Public statements made by the leaders of Canada, Mexico, the UK, France, Germany, and other EU countries, to protest against Donald Trump’s decision imposing tariffs on aluminium and steel imported to the United States from these countries were predictable. As are the retaliatory measures envisaged by these countries. But this has not prevented the Trump […]

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Business & Geopolitics Business Intelligence China Economy ENG Other G20 / Global United States

The long view: the legacy of the financial crisis, trade wars, and the future of globalization

Keynote speech pronounced at the AJ NEWS Asia Pacific Financial Forum in Seoul, Republic of Korea, March 2018. The recent plan announced by US President Donald Trump, to increase tariffs on a broad range of Chinese products exported to the United States,  for up to USD 60 billion, and the counterveiling measures announced by Beijing, […]

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Business & Geopolitics Business Intelligence China Economy ENG Global Risks United States

Donald Trump and global order: disruption or continuity?

The picture is reassuring. The Ministers of Finance of the twenty largest economies in the world, together with the Managing Director of the IMF, display a perfunctory smile. But despite this reassuring impression, the G20 Finance Ministers meeting that was held in Baden Baden, in Germany, marks the end of an era. It signals a […]