Geopolitics

NEW GLOBAL ORDER

Beyond US-China rivalry: triangular geopolitics of critical minerals is reshaping global trade

A neighbourhood destroyed by an Israeli airstrike in Lebanon's Tyre district. Key threats to the US-Iran deal include the non-trivial possibility that Israel may derail it.

Why the fragile US-Iran MOU won’t restart the rate-cut cycle

Even as the world plans for an unreliable US in everything from defence to trade, it now has to cope with a new way of being captive to the world’s biggest economy.
THE BROAD VIEW

AI has granted America vast new power

Goldman Sachs expects oil flows through the Strait of Hormuz to recover to about 70% of their pre-war level.

Inflation, energy, markets: What’s next after US-Iran peace deal

The US-Iran MOU aims to restore shipping through Hormuz and buy time for negotiations over unresolved nuclear questions.

The US-Iran deal is foreign policy realism at work

Researchers have argued, with justification, that the EU can exploit a variety of Chinese dependencies on Europe.
THE BOTTOM LINE

If Brussels starts a trade war, Beijing will finish it

An oil refinery in China, which at the end of 2025 had the largest strategic petroleum reserve with 1.4 billion barrels held back.
THE BOTTOM LINE

China has a powerful new oil price weapon

Should ST Engineering execute well in capturing burgeoning defence opportunities, expect investors to view the company’s stock highly favourably.
HOCK LOCK SIEW

Can ST Engineering aspire to challenge DBS to be king of the local bourse?

A gradual reopening of the Strait of Hormuz – while talks begin over Iran’s nuclear programme – leaves a lot of room for disputes and misunderstandings.

A fragile Iran peace follows a war without victors

Former Fed chair Janet Yellen (left) speaking with Amundi CEO Valerie Baudson at the Amundi World Investment Forum 2026.

Rate hikes unlikely despite hot inflation and strong jobs in US: Amundi