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Is the European crisis a glimpse into ASEAN’s future?

At the start of this issue, we put forward the following hypothesis: Asia may be developing at breakneck speed, but it is ultimately following the same economic model of the West, and Europe in particular, into the crisis we all know about. So instead of looking down their noses at poor Europe, the Asians and […]

Investments, trends and recommendations

2025: Western Sahara, the new investment hotspot! We believe that the Morocco-Algerian disagreement over the Western Sahara will come to an end by 2025. Progress has been slow but steady. In 2020, Trump broke the support – both unconditional and ineffective – of the West as a whole (France, Spain, Europe, the United States, the […]

2026 – ASEAN sets a new regional financial order

The BRICS’ difficulties in building a suitably influential financial system can be explained by their internal divisions. In 2026, we expect Asia to take over and lay the foundations for a new regional financial order. In the face of Western control and extraterritorial sanctions, the major Asian powers will create independent infrastructures of international importance. […]

Asia 2025: Pathways to geopolitical stability

Until now, it has been a question of preventing China from overtaking the United States in terms of technology. In 2025, not only will the West realise that China has already overtaken it, but above all that it is not China but the whole of Asia that has overtaken it: not just in terms of […]

DeepSeek and open source: back to the future

The fundamental principles of the Internet in 1995 included free access and technological democratisation. For the most part, the information highways launched at the time seemed to be offered to the public with a humanistic and humanitarian goal: universal access to knowledge. Then, in 2009, Big Tech began to take control of Web 2.0 (the […]

China 2030: A new economic world order shaped by AI

The transformation of the global landscape is no longer simply a matter of Chinese technological or economic dominance. We are witnessing the emergence of a new world order structured by China, in which technology is just one of the many threads in a complex web woven with remarkable strategic precision. This silent revolution is not […]

Editorial: 2025 – Meanwhile, Asia plays its game…

While Europeans have their eyes firmly fixed on the headlights of the Trump-Musk duo, China, Vietnam, South Korea, Singapore, Indonesia and Malaysia have just celebrated the start of the Year of the Snake. Sealing in the violence of the preceding Dragon, the Snake symbolises moulting, growth, flexibility, long-term thinking and wisdom. These symbols resonate very […]

2025 – Asia at the centre of rare earth conflicts

Many people view digital data as the oil of the 21st century, but the natural resources required to produce it are rare earth elements. Beyond digital technology, rare earths are equally crucial for key sectors such as defense and the ecological transition. Naturally, they will be at the center of geopolitical rivalries between the major […]

Outlook 2025: The year through the lens of major Western financial players

As economic and political instability intensifies, our team takes a closer look at the forecasts of the major Western financial institutions. Between optimism and underestimated risks, these reports are as full of lessons as they are surprisingly consistent. Given the growing instability in international economic and political affairs, our team has decided to redouble its […]

The world’s next Public Enemy No. 1 – China replacing Russia? Not so fast

The answer that immediately comes to mind is: “China, of course”! But that’s too easy for the GEAB, so we won’t be going down that route in this article. Instead of presenting our hypothesis right away, as we typically do, we prefer to keep you in suspense and take you on a journey. So, what’s […]

2030 – Faster, riskier and ready to dominate – China’s New Space

By 2030, the balance of power in space will have shifted. China is catching up with the USA at an alarming rate, making orbit and the Moon the new strategic battlefields. In the face of this Star Wars, Europe and the other emerging powers risk being relegated to the background. The clash of the Chinese […]

Investments, trends and recommendations (May)

CBDC, critical materials, digital industries, green energies, electric cars… China leads the way The transition to CBDCs adds another layer of digitalisation, and will put further strain on markets under pressure. This reform of the monetary system relies once again on the digital tools that are already at the heart of our economic and political […]

2024 Electoral Calendar: Weak signals in a changing world

While two elections capture the world’s attention – the European elections in June and the US presidential election on 5 November – there are other elections on the international calendar that also merit our scrutiny to spot the subtle signals of a changing world landscape. The beginning of the year was marked by the Taiwanese […]

Chinese investments in North Africa and the Middle East: A shift in the centre of gravity

Egypt lies at the crossroads of trade routes, providing a link between two major regions: North Africa and the Arab countries. This strategic geographical position puts Egypt, in North Africa, in direct contact with the Middle East, while at the same time bordering one of the world’s most important shipping routes, the Suez Canal. These […]

2030 – Latin America, the new epicentre in the US-China Economic Battle

By January 1st, 2024, Argentina was expected to become a member of the BRICS bloc, alongside Iran, Egypt, Ethiopia, Saudi Arabia, and the United Arab Emirates[1]. However, Milei’s election as President abruptly reversed the country’s diplomatic trajectory, with a very marked pro-American shift, embodied in the desire to dollarise the economy. Such a choice implies […]

Editorial – World order plate tectonics

Similar to the gradual movement of continents, the reshaping of the global order is a protracted and gradual phenomenon when examined on a monthly scale. While marked by intense clashes that give rise to mountain ranges and definitive separations resulting in straits, seas, or oceans, geopolitical plate tectonics unfolds over an extended period. Between the […]

China 2030: The Global Public Debt and Chinese Debt Equation

With the subprime crisis (2007/2009), the rescue plans for banks and financial institutions reached such dizzying heights that we did not expect to see them again any time soon. Since then, the global debt clock has continued to churn out figures that are just as crazy… Between the Covid crisis (2020/2021), the Afghan debacle (2021), […]

Editorial – 2025-2030: Fast-track Creative Destruction

Anticipation means always looking a little further ahead and striving to think the unthinkable. So, when all the signs point to destruction, to collapse, we need to remain clear-headed so as not to overlook the elements of renewal, the signs of creation. Joseph Schumpeter and his theory of creative destruction is useful in this regard. […]