Business & Geopolitics Business Intelligence

Of War, Natural Gas and Coupons

Geopolitical calculations and military miscalculations  The war currently unfolding in Ukraine has its roots in a number of factors and events, dating for some of them to Soviet – or even pre-Soviet times – and for other factors related to the 2013-2014 crisis that led to the first territorial cracks in this post-Soviet Republic. A […]

Business & Geopolitics Business Intelligence Technology

Document: Cybersecurity Law of the People’s Republic of China (中华人民共和国网络安全法)

Unofficial translation. Retrieved from the site of China’s Cyberspace Administration Cybersecurity Law of the People’s Republic of China (Adopted at the 24th meeting of the Standing Committee of the 12th National People’s Congress on November 7, 2016)   table of Contents   Chapter One General Provisions   Chapter II Network Security Support and Promotion   Chapter III Network Operation […]

Business & Geopolitics Business Intelligence

Document: China’s Data Security Law (中华人民共和国数据安全法)

Disclaimer: The following content is intended only for informational purpose to support the author’s opinions and related analysis. It should not be considered as a legal evidence, legal advice or as officially approved translation of legal sources. Please refer to qualified legal professionals for legal advice. Data Security Law of the People’s Republic of China […]

Business & Geopolitics Business Intelligence Commodities MENA ENG Oil

Business & Geopolitics: The China-Iran strategic partnership

As summed up by the New York Times, “China agreed to invest $400 billion in Iran over 25 years in exchange for a steady supply of oil to fuel its growing economy under a sweeping economic and security agreement signed on Saturday.“ The partnership was signed by China’s Foreign Minister Wang Yi and his Iranian […]

Business & Geopolitics Business Intelligence ENG Macro Analysis Video ENG

Market narratives [Podcast]: Multipolarity and the intersection between economics and geopolitics

Alexandre Kateb, founder and chairman of The Multipolarity Report was the guest of Alex Proimos, CFA Market Narratives Podcast series which he runs for Investment Magazine, dedicated to the Australian institutional investors community. The 35 minutes long discussion tackled critical issues at the juncture of Economics, Finance and Geopolitics focusing on what they meant for investors. From the rise of the BRICS and the future of the US-China relationship to global inequality, the power of social networks and Big Tech, the global energy transition and the redefinition of political risk in a Multipolar World.

Business Intelligence European Union Technology

Business Intelligence: Making sense of the EC’s New Digital Regulations

As part of the European Digital Strategy, the European Commission proposed two legislative initiatives to end the regulatory fragmentation in the EU and to upgrade the rules governing the supply of digital services and the competition in digital markets in the EU: the Digital Services Act (DSA) and the Digital Markets Act (DMA). More precisely, according […]

Business Intelligence Economy ENG India Technology

Business Intelligence: The Battle for Digital India

At a time when China’s Tech Giants have reached and even surpassed their US counterparts, India’s Tech sector lags behind its East Asian rival in scale and scope. Yet, India is among the top three global economies in number of digital consumers. with 560 million internet subscriptions in 2018, up from 238.71 million in 2013, India is the second-largest internet subscriptions market in the world. In this Business Intelligence focus, we explore the challenges and opportunities associated with the ascent of Digital India

Business Intelligence China Commodities ENG Future of Energy & Mobility GCC Hydrogen Japan MENA ENG Oil Other G20 / Global United States

Business Intelligence: Is the Hydrogen Economy ready to take-off?

Hydrogen as a feedstock for the petrochemical industry Since the first demonstrations of water electrolysis some two hundred years ago, Hydrogen has witnessed many false dawns. As recorded by the International Energy Agency (IEA) in its landmark report on the Future of Hydrogen, commissioned by the Japanese Presidency of the G20 in June 2019, hydrogen […]

Business Intelligence China

Business Intelligence: China’s New EV roadmap for 2021-2035

China is the world’s largest car market with over 25 million vehicles sold in 2019, of which 1.2 million is comprised of EVs – around 55% of all EVs sold in the world that year.
China’s support to its EV industry is moving from a quantitative to a qualitative approach and from op-down heavy handed industrial policies to a market based approach supported by environmental incentives. This is reflected in the New roadmap for New Energy Vehicles (NEVs) for the 2021-2035 that has been published by the State Council.

Business Intelligence China ENG

Business Intelligence: China’s market regulators get tougher on Internet Platforms (网络交易监督管理办法)

The Chinese authorities are increasing their oversight of the country’s large Internet platforms.
The publication of the Draft Measures for the regulation of online trading (网络交易监督管理办法 – 征求意见稿) by China’s State Administration for Market Regulation China’s version of a global regulatory effort to prevent and to sanction some abusive practices which stem from the Platforms market power and dominant positions. The latest regulations put their focus on multihoming and other principles which are key for ensuring a fair competition in the digital age. Article 31 of the Draft Regulations prohibits abuses of market dominance by online trading operators.