Global South

The next industrial revolution is not just about smarter factories but about geopolitics and social order. This essay argues that the shift from Industry 4.0 to Industry 5.0 is recasting industrial policy as a tool of strategic rivalry with China, climate governance, and domestic stability, as governments try to automate without hollowing out their middle classes or surrendering technological leverage.

Trade in Financial Times and the New Fault Lines of Globalisation

November 25, 2025

Climate Politics in the Age of Complex States

November 25, 2025

From Chokepoint to Network in the Geopolitics of Rare Earths and US-China Rivalry

November 25, 2025

Rare Earths and the Hard Edge of Interdependence

November 25, 2025

Liquidity Wars and the New Politics of Supply Chains

Digital platforms that finance invoices and pay suppliers early are quietly becoming one of the strongest levers in the global economy. As great powers harden rival blocs and the South struggles with debt and exclusion, control over these trade finance rails will shape who can industrialize, who gets cut off in a crisis, and how far sanctions, climate rules, and industrial policy can reach beyond national borders.

Trade in Financial Times and the New Fault Lines of Globalisation

Climate Politics in the Age of Complex States

Trump 2.0 and India in a Contest of Trade and Power

Trump’s second term has pushed US–India ties into a bruising tariff fight over Russian oil even as both capitals still see each other...

November 23, 2025

Busan and the Bargain Politics of the US China Rivalry

Trump’s second term has turned China policy into a rolling negotiation over tariffs, tech access and headline “wins,” with the Busan summit showcasing...

November 23, 2025

Trump, Pakistan and the Return of Transactional Bargains

Trump’s second term has pulled Pakistan back into Washington’s game as a supplier of troops, access and political cover in Gaza and Afghanistan...

November 23, 2025

Trump 2.0 and the Repricing of the US–Saudi Relationship

Trump’s second term has rebuilt the US–Saudi partnership into the main axis of Washington’s Gulf strategy, anchored in a new Strategic Defense Agreement,...

November 23, 2025

Fragile Integration in Syria’s Northeast

The October 2025 deal folding the SDF into Syria’s national army eases an immediate security problem for Damascus, Ankara and Washington, but leaves...

November 23, 2025

Navigating a New Energy Investment Landscape

Global energy is shifting from a cheap-capital, Paris-era boom in renewables to a harder, more fragmented investment landscape where security, cost and competitiveness...

November 23, 2025

Gaza Between International Control and Palestinian Sovereignty

Washington is asking the UN Security Council to bless a sweeping new order for Gaza built around an international “Board of Peace” and...

November 23, 2025

Latin America’s Conditional Embrace of Washington

Latin America is leaning toward Washington for hard headed reasons: access to capital, technology and the U.S. market as Chinese finance cools and...

November 23, 2025

How China’s Reconstruction Diplomacy Could Rewire Ukraine

Ukraine’s postwar reconstruction is often framed as a story of solidarity and recovery, yet it is also a competition over who will rebuild...

November 23, 2025

China–Russia Military Cooperation on Taiwan: How a Battalion Contract Becomes a Two-Theater Problem

China’s quiet decision to let Russia train a PLA airborne battalion for operations against Taiwan is more than a technical upgrade. It signals...

November 23, 2025

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