The summer of 2025 has so far presented a surface-level calm, yet structural and policy risks continue to accumulate beneath the market. In an environment shaped by tariffs, rising yields, and declining liquidity, is the current stability a pause in volatility or the early signal of a broader correction?
Tag: China
Kyrgyzstan: How Great Powers Are Quietly Rewriting the Rules in Central Asia
In Central Asia, a transformation of the region into a nexus of global interest is underway. As numerous nations engage through summits, infrastructure, and resource deals, is this multipolar diplomacy, or a quiet recolonization of the region’s future?
China: Sino-American Tensions and the Geopolitics of Biopharma Supply Chains
With legislation like the BIOSECURE Act and China's revised Anti-Espionage Law, the pharmaceutical industry grapples with reshoring efforts, diversification challenges, and the potential for critical drug shortages. Will this lead to a complete decoupling of pharmaceutical ties, or a strategic realignment that builds resilience while maintaining essential collaboration?
Kazakhstan: What Trump’s New Tariffs Mean for Central Asia’s Role in Global Supply Chains
In April 2025, President Donald Trump imposed significant tariffs, including a 145% duty on many Chinese goods, dramatically altering global trade dynamics. Will Central Asia become more deeply integrated into China's economy, or will it successfully establish diverse partnerships with other international players?
Turkmenistan: Trump’s New Silk Road, or China’s Last Laugh?
In early 2025, reports emerged of a significant Turkmenistan-China pipeline agreement, rumored to involve over $1 billion in infrastructure upgrades, signed with minimal Western visibility, signaling a larger pivot in the heart of Eurasia. With lithium, logistics, and leverage on the line, is the United States arriving too late to a region already redrawn by Chinese capital?
United Arab Emirates: Sheikh Mohammed bin Rashid discusses trade ties with Chinese official Chen Miner
As global power dynamics shift, strategic partnerships have become increasingly vital: the recent meeting between Sheikh Mohammed bin Rashid Al Maktoum and Chen Miner highlights the deepening ties between the UAE and China, two nations poised to reshape economic and geopolitical landscapes. Will their discussions on trade, technology, and infrastructure signal a new era of cooperation?
Raymond Puentes 