Markets likely mispricing Japan’s ‘Takaichi trade’
Japanese leader’s election landslide has won her a market reprieve but the risk of fiscal and monetary blowouts is as high as ever
A decisive mandate and defining moment for Bangladesh
Bangladesh Nationalist Party’s thumping election win a vote for ‘economic democratization’ and new era of rule-based governance
Who would win a Ukraine election?
Trump pressing for elections that, to Russia’s delight, could see Ukrainian voters turn on Zelensky amid corruption scandals
China’s SDV sub exporting gray-zone warfare to the Gulf
SDV-01 frogman sub shows Beijing exporting a style of warfare built on ambiguity, deniability and rapid faits accomplis
America’s security bargains in Northeast Asia are being redrawn
What Trump’s National Security Strategy and National Defense Strategy don’t commit to speaks volumes, creating tension and uncertainty


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FEBRUARY 14, 2026
Toward a United States of Europe?
- Europe at the castle: Defense shift forces a fiscal reckoning
- Japan returns to one-party conservative rule as opposition implodes
- Trust erodes as Ukraine war edges toward escalation
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