Geopolitics - Global Briefing

-The historical roots of the India-Pakistan nuclear rivalry following the partition of British India.
-The evolution of India's nuclear program, from its early vision to its overt testing in 1998.
-The origins and progression of Pakistan's nuclear program, including its reliance on procurement and external aid.
-An assessment of the current nuclear arsenals of India and Pakistan in terms of warhead estimates and fi...

Oceania is now a region of heightened military focus due to intensifying geopolitical competition, primarily between the US and China.

In response, Australia has adopted a "Strategy of Denial" underpinned by the AUKUS alliance and is significantly increasing defence spending to enhance its maritime and long-range strike capabilities.

Simultaneously, New Zealand is also undertaking a substantial defence modernisation to enha...

In April 2025, against a backdrop of US-China tensions, Japanese Prime Minister Shigeru Ishiba is pursuing proactive diplomacy, strengthening ties with Vietnam through a high-level visit and focusing on economic, security, and future-oriented cooperation.

Simultaneously, Japan aimed to manage its relationship with China through continued dialogue while addressing persistent frictions like trade restrictions and security concerns.

Jap...

China is expanding its global military reach beyond its traditional territorial focus through a network of overseas military bases, dual-use facilities, intelligence outposts, and strategic access agreements.
This expansion is driven by the need to protect China's growing global economic interests, enhance its power projection capabilities, and challenge US dominance.
Beijing often employs strategic ambiguity, leveraging ...

The international landscape was marked by a dangerous escalation between India and Pakistan following a deadly attack in Kashmir, leading to treaty suspensions and military clashes along the LoC.

The Russia-Ukraine conflict continued with intense fighting and the assassination of a high-ranking Russian general near Moscow, amidst complex diplomatic efforts and divergent views on peace proposals.

In Gaza, a severe humanitarian crisis ...

The funeral of Pope Francis in April 2025 served as a significant global gathering, uniting tens of thousands of mourners with a remarkable convergence of world leaders, transforming Vatican City into a hub for international diplomacy.
This unique event, drawing parallels with Pope John Paul II's funeral in 2005, saw numerous heads of state, government officials, and monarchs in attendance, leading to various diplomatic exch...

The Holy See, governing Vatican City, is a unique entity with global spiritual influence that has navigated significant geopolitical transformations from the loss of the Papal States through the 20th and 21st centuries, always prioritising its universal mission.
The Holy See's diplomatic strategies shifted over time, from the "Prisoner in the Vatican" era and the Lateran Pacts, through neutrality during the World W...

Following the death of Pope Francis, the cardinals of the Catholic Church are gathering for a conclave to elect his successor, a momentous decision that will shape the future direction of the Church.

Pope Francis appointed the vast majority of the current cardinal electors, creating an unprecedented geographical diversity that could lead to complex voting dynamics and an unpredictable outcome.

Despite the many potential candidates wi...

In this episode we describe how central banks transitioned from using conventional interest rate adjustments to unconventional monetary policies like Quantitative Easing (QE) following the 2008 Global Financial Crisis when interest rates hit the zero lower bound.

QE aimed to stabilise markets and stimulate economies by lowering long-term interest rates, but its decade-long use brought mixed results, including concerns about asset pr...

In the 24 hours leading up to April 25, 2025, the world witnessed a dangerous escalation of tensions between India and Pakistan following a terrorist attack, alongside a continuing stalemate in the Russia-Ukraine war despite faltering peace efforts.

The global economy faced increasing strain due to intensifying US-led trade wars, while the Gaza conflict persisted with a severe humanitarian crisis and emerging public divisions within...

Natural catastrophes throughout history have acted as significant forces in reshaping global politics. These events, including earthquakes, volcanic eruptions, floods, cyclones, and droughts, have triggered political instability, economic disruption, social upheaval, and shifts in international relations, as evidenced by the Lisbon earthquake, the Bhola cyclone, and prolonged droughts affecting ancient civilisations and modern Syri...

The US military is planning a fundamental transformation by 2050, driven by technological advancements and the resurgence of peer competition, primarily from China and Russia, necessitating a departure from past assumptions of dominance. This transformation envisions a force deeply integrated with advanced technologies like AI and autonomy, operating under new all-domain concepts such as JADC2 and MDO, and featuring a hybrid mix of...

The United States Military Force originated with the Continental Army during the Revolutionary War and has undergone continuous evolution driven by the nation's changing needs, global conflicts, and technological innovation.

Significant wars, such as the Civil War and the World Wars, have profoundly shaped its organisation, tactics, and technology, leading to a shift from muskets and sailing ships to modern firearms and naval ve...

South America has re-emerged as a key arena for geopolitical competition between the United States, China, Russia, and the European Union, each deploying distinct strategies to pursue their economic, political, and strategic interests. These global powers are vying for influence through economic engagement, security cooperation, diplomatic efforts, and information campaigns. This intense competition presents South American nations ...

Throughout history, gold has served as a crucial geopolitical tool, financing empires and stabilising currencies, and its intrinsic qualities have made it a symbol of wealth and permanence.

In the modern era, despite the shift to fiat currencies, central banks are strategically accumulating gold as a safe-haven asset, a means of diversification, and a hedge against geopolitical risks and the dominance of the US dollar.

Gold's fut...

Russia's multifaceted strategy in the Sahel represents a significant geopolitical shift, moving beyond the actions of PMCs to establish a deep and enduring sphere of influence. By capitalising on local grievances, security needs, and the withdrawal of Western powers, Russia has successfully realigned partnerships in the region. While the long-term sustainability and broader consequences of this engagement remain to be seen, it ...

The Nile River is now the stage for a complex and potentially volatile transboundary water dispute centered on the GERD. The conflict is a culmination of historical grievances, Ethiopia's drive for development, and Sudan's precarious position. A decade of negotiations has failed, leaving a legacy of mistrust and deadlock. Ethiopia has proceeded unilaterally, while Egypt voices dire warnings. The situation is complicated by the Suda...

Pope Francis's pontificate profoundly altered the Catholic Church's engagement with the world, marked by a focus on the marginalised and a proactive approach to global challenges. While achieving notable successes, his methods also generated significant debate and internal tensions. His legacy will shape the priorities of his successor and the future role of the papacy in a complex global landscape. The next conclave's decision wil...

Africa has transitioned from a peripheral backwater to a strategic arena where its demographic heft, economic potential (e.g., AfCFTA), and unified UN voting bloc attract intense, multipolar competition. Major players—the United States, China, and Russia—alongside European powers and rising actors like India, Turkey, the UAE, and Japan, each deploy distinct economic, security, and soft‑power strategies that bring both infrastructur...