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Tag: China

China’s Calm Front, Fragile Core

  • J-P. Pizzini
  • April 16, 2026
  • Emerging Markets
China today presents itself as the one major power still capable of looking composed in a world that seems determined to lose its balance. That,...
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India’s Industrial Dream Meets the Chinese Gatekeeper

  • J-P. Pizzini
  • April 15, 2026
  • Emerging Markets
India wants to be the alternative. The factory floor the West can trust, the manufacturing platform that rises as China hardens, the industrial power that...
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Russia-China, the Axis of Convenience Tightens

  • J-P. Pizzini
  • April 15, 2026
  • Commodities
As war drags on in the Middle East and the American position grows more erratic by the day, Beijing and Moscow are doing what they...
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The Quiet War Behind the War: the Chinese strategy

  • J-P. Pizzini
  • March 27, 2026
  • Developped World
There is the conflict everyone sees — missiles, oil, ships stalled in narrow waters. And then there is the other one, slower, colder, infinitely more...
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Holy Empire: Russia’s Quiet Conquest of Africa

  • J-P. Pizzini
  • February 17, 2026
  • Emerging Markets
At the edge of the South African wine country, near the town of Robertson, beyond rows of corrugated iron shacks and up a gravel track...
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When the Creditor Steps Back: China, Treasuries and the Slow Repricing of American Power

  • J-P. Pizzini
  • February 11, 2026
  • MARKETS
The tremor in the Treasury market was brief, almost polite, the sort of movement that registers on screens but does not yet disturb sleep. Reports...
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Trump Turns Iran Into a Global Toll Booth

  • J-P. Pizzini
  • January 13, 2026
  • Commodities
Donald Trump has announced a 25% tariff on goods from any country “doing business” with Iran, the latest escalation in a campaign that is less...
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Ford’s Ghost, China’s Factory: The Capital War Moves to Europe

  • J-P. Pizzini
  • January 12, 2026
  • MARKETS
Ford’s Cologne plant has been welded into the Rhine’s industrial skyline since 1931, a monument to the American century, when the United States exported not...
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How Washington Just Cut Beijing Out of Venezuela

  • J-P. Pizzini
  • January 7, 2026
  • Commodities
The announcement was brief, deliberately blunt, and strategically revealing. Donald Trump declared that Venezuela would deliver between 30 and 50 million barrels of oil to...
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