Disclaimer: The recommendations below are the result of a systemic anticipation approach specific to the GEAB. They do not represent personalised financial advice or investment incentives. In a context of high volatility and global transition, all investors are solely responsible for their decisions We recommend cross-checking these analyses with other sources and, if necessary, consulting a licensed professional.
Japan-Europe: A promising tech alliance
The emergence of a Japan-Europe technology corridor could become one of the major drivers of global innovation in the coming years. Since 2019, more than €33 billion in Japan-linked investment has been injected into European start-ups, representing around 6% of all venture capital invested in Europe[1]. This trend has accelerated recently, as Japanese investment in European deep tech and AI has doubled since 2023, with nearly 70% of capital committed now focused on these sectors. European start-ups specialising in robotics, advanced materials, quantum computing, batteries and smart logistics – notably Tozero, VSParticle, HIVED, IQM and Varjo – are particularly attracting this capital[2]. Several factors explain this convergence: the EU-Japan Economic Partnership Agreement signed in July 2025 has strengthened investment flows and supports annual bilateral trade exceeding €200 billion. Furthermore, Europe has a structural advantage in scientific research – notably through its universities and deep-tech spin-offs[3], while Japan brings industrial expertise and manufacturing power. Japanese discipline and European rigour should logically make for a winning combination!
Market myopia: When geopolitics strikes…
Investors, keep your eyes wide open: the markets have this incredible ability to ignore war… until the day energy gets in the way. Since 1945, the twenty major conflicts have caused the S&P 500 to fall by… 6% on average. And then? Back to normal in less than a month. As if geopolitics were nothing more than a bad cup of coffee in the morning. But there is a but here: oil. That’s when everything changes (e.g. the Yom Kippur War, the 1973 oil crisis, when the markets stopped laughing[4]). When global energy flows are threatened, Wall Street panics.
Login
EDITORIAL The phase of Permanent Systemic War we identified in January as the next stage of the Global Systemic Crisis, has already been confirmed. Contrary to the intentions of the [...]
ANTICIPATION The “Board of Peace” (BoP), announced with great fanfare by Donald Trump on 22 January in Davos, illustrates the emergence of a market that is particularly attractive to the [...]
CALENDAR 15 March - Vietnamese National Assembly elections In a spirit of transparency and public engagement, Ms Nguyen Thi Thanh, Vice-President of the National Assembly, and Ms Vu Viet Trang, [...]
ALERT In less than a century, the international peace architecture has shifted from a universal project of global regulation to a politically paralysed and financially strangled structure. By the end [...]
EXPLORACTION Since the theme of this issue is the monetisation of concepts – peace, in this case – the communal experience of The Burning Man in Black Rock City strikes [...]
