A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report There is no other way of putting it: we are currently in the era of nation-states (fueled by capitalism); participation is mandatory, and it occurs by default. And though the idea of crafting a state is itself not new, the ways in which it can be … Continue reading Geopolitical Shifts—Some Piping Hot Statecraft Goss and Sovereign State Stationarity [MAR.24]
Category: Geopolitics
Geopolitical Shifts—Independence and Rules [DEC.23]
A TPDEARR ArticleTrans-Pacific Dynamic Equity Allocation Research Report Aren't we all participants in a shared, global, "community of common destiny"? That depends on your point of view. No, wait. It...doesn't...? The somewhat-opaque definition of the PRC/CCP's quasi-new international policy slogan can certainly be seen as the modern counterpoint position to the "rules-based order" of the … Continue reading Geopolitical Shifts—Independence and Rules [DEC.23]
Geopolitical Shifts—The Limited Effects of Nearshoring, Bureaucracy, and A Brief Conversation [SEP.23]
A TPDEARR ArticleTrans-Pacific Dynamic Equity Allocation Research Report The modern, highly-globalized international economy is host to a multitude of differing political approaches to governance, each resulting in a different capital flow environment. Though it is tempting to divide them all into two broad camps, the autocratic and the democratic, it’s not so simple. Every nation … Continue reading Geopolitical Shifts—The Limited Effects of Nearshoring, Bureaucracy, and A Brief Conversation [SEP.23]
Geopolitical Shifts—Supply Chains, Modern Information Liquidity, and Competition [MAR.23]
Great powers ebb and swell, recoloring relationships; the great spending game to keep the world turning goes on. Commercial globalization has “liberalized” trans-Pacific economies’ supply chains and international trading relationships by reinforcing systems of commercial intercourse founded on common and shared standards, like currencies, measurements and contracts. No longer is it possible for a nation … Continue reading Geopolitical Shifts—Supply Chains, Modern Information Liquidity, and Competition [MAR.23]
Geopolitical Shifts—Evolving Priorities [DEC.22]
In the rebound that has followed the globally painful summer for the markets (see: “Charts”), success has been unevenly distributed. Particular highlights include Australia, benefitting from increasing political ties and cooperation with Vietnam and the Philippines, primarily in trade and maritime security in the South China Sea. The Philippines’ President Marcos’ new stance on loosening … Continue reading Geopolitical Shifts—Evolving Priorities [DEC.22]
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