A comprehensive view of Geopolitical Change / Disruption. This page highlights a small sample of our full coverage.
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Recent Articles

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HSBC raises 2024 earnings forecasts on shipping stocks by 2%-112%, estimates stronger Q3 than Q2 and stronger H2 than H1; shipping stocks have leaped 47% in aggregate since Red Sea crisis, and disruption may continue into H1 2025

TSMC increases revenue expectations to US$22.4 billion to US$23.2 billion amid AI chip demand; shares drop after Trump comments on Taiwan defense and potential US-China trade curbs

European petrochemical market struggles with uncompetitive situation; industry faces increasing geopolitical instability and global overcapacity: ICIS

NVIDIA loses $206 billion in market cap as shares drop 6.64%; potential causes include Biden's proposed China trade restrictions and Trump's Taiwan comments

Rotating EU Council Presidency Shapes Legislative Priorities and Industry Outcomes; new country every six months drives agenda and brokers compromises on key issues

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