The Great Game is our weekly editorial on geopolitics and global conflict. The byline of the editorial is Mikkel Rosenvold, former chief strategy consultant at PwC and Danish Ministry of Finance.
The Ukrainian Spring Offensive is on the way. What should investors look out for? We cover the risks of increased sabotage in the Baltic, new migrant waves headed for Europe as well as disturbances in the global food prices.
A new migrant wave threatens Europe. How will the refugees be used as a tool of war or as an election game changer? We take a closer look at illegal migration to Europe and how the phenomenon continues to shape European politics and economics.
If we learned anything from 2022, it’s that you need to keep your eye on geopolitics as an investor. Gone are the days of American hegemony – now, great power rivalry is back. We give our assessment of key geopolitical situations that investors need to be on top of in Q2 2023
OPEC’s sudden production cut stunned the world on Sunday. Who drove the decision and what does this tell us about OPEC’s future?
As Xi meets Putin – what is the Chinese endgame? What are they hoping to gain from supporting Russia? And how is this connected to your Tesla? To understand that, we must understand the Chinese subscription model!
Are the Chinese taking over management of the Middle East? Have Sweden given up on NATO? Why was I completely wrong about Bakhmut? Read all the answers in this year’s Great Game!
For years, the US have struggled to find their footing vis-a-vis the new Chinese threat. We have seen countless attempts at “strategic pivots” and contructive meetings, but it’s no wonder if the Chinese are left with a feeling of confusion. What do the US actually want? What will be the next steps in Bidens “de-coupling” from China?
Later this year, Pakistan goes to the polls on top of what has been a right annus horribilis. What’s the outlook for the world’s only Muslim Nuclear Power and how will they solve it? We take a closer look at the three crises plagueing Pakistan.
What on Earth is China up to? We hear reports of them selling weapons to Russia and now top diplomat Wang Yi is touring Europe with a peace plan. Does he bring Wish.com weapons with him? Here’s our analysis!
Hopes are high in the West with Leopards soon being let loose in Ukraine. But we see a much darker time ahead for the Ukrainians. We deliver you our 3 current conclusions and 3 key predictions on what’s next.
While still early days, it certainly seems like Iran is the target of a planned, organized wave of drone strikes. Is it a response to Friday’s attack on the Azeri embassy? Is it a US plot to halt Iran’s nuclear ambitions? What’s the endgame?
Who would have thought that a single Danish alt-right incel burning a book in Stockholm would have geopolitical consequences? Well, that is 2023 for you!
Will China attack Taiwan? What is the Davidson Window? When will it all go down? Read our take and prediction here
Right about now, India surpasses China as the world’s most populous nation. Their demographics are clearly better than China’s with a much less rapidly shrinking birth rate and a better balance between the sexes. However, India is nowhere near the status of China in global affairs. What does India lack and how much will come in the coming years? We point to three areas where India need to (and will!) invest to become a truly global player: 1) Defense Industry India is the world’s largest importer of weapons. That is a testament to India’s major military build-up in recent years, but also reveals an important weakness – India can’t supply its own army, navy and air force with the hardware it needs. Modi’s grand ‘Make in India’ plan from 2014 did much to kick-start the Indian defense industry and companies such as Astra and Kamov have made great strides in recent years, India simply lacks the industrial capacity and know-how to produce the advanced weaponry needed to become a super power. To be even more to the point – India needs to be able to produce its own fighter jets, missiles and most importantly carriers and other capital ships. One gamechanger in this weakness is the Indian ship manufacturing industry. We expect that sector to undergo a major expansion in coming years due to the Western oil embargoes on Russia. India is the logical candidate to fill the void – both in terms of buying the cheap Russian oil […]
Whoa, what a week it has been in Ukraine. Russian calls for ceasefires, rumours about Putins imminent death and now the prospect of German Panzers rolling around Ukraine. Have we just entered 1943 and not 2023? And does the huge influx of Western armored vehicles change our outlook on the war?
Will the new price cap drive Europe into gas shortages next winter? And how will Xi and Putin capitalize on this?
China’s recent deals with both Iran and Saudi Arabia should be a wake-up call for the West. Xi wants to position China as both the political and economical centre of gravity for the Global South.
What to make of the Russians making headway around Bakhmut and Ukraine striking deep into Russian hinterland? And what dilemmas await the West?
Why is Turkey stalling the inclusion of Finland and Sweden into NATO? How long will they hold up the ratifying process? And should the Swedish PM, Ulf Kristersson, apply for a gig at Cirque du Soleil?
Forget all about the Saudi-Iran Cold War or the Palestinian question. The real agenda of the Middle East is the rise of the Turkic countries and the ascent of Turkey to Great Power status
Welcome to a brand new series – ‘the Great Game’. In this space, you will find geopolitical analysis to complement our financial analysis in ‘Stenos Signals’. We kick off with a closer look at Xi’s China and their fierce lockdown regime.