top of page
Discover current events that have impacted the world.
Silent Wars Over Food and Intellectual Properties
The wars that nations wage will increasingly involve energy and food, yet take on far more complex forms across data, intellectual property, talent, and technology. Yet they rarely resemble those most people imagine - they unfold quietly and strategically. Japan provides a meaningful example. Over many years, Japanese researchers developed numerous agricultural varieties, including the now-famous Shine Muscat grape. Beginning in the 2000s, however, many of these varieties wer
Jun 11
Samsung Electronics and Labor Unions of South Korea
The labor union demands at Samsung Electronics and the growing controversy surrounding the “Yellow Envelope Act” reflect deeper structural risks facing South Korean industries. Samsung Electronics’ labor union, now reportedly approaching 50,000 members, has demanded that 15 percent of annual operating profit be allocated towards their performance compensation. However, corporate profits are not merely resources for distribution. They are also critical investment capital for t
May 20
Germany’s Manufacturing Crisis and the Hollowing of Industrial Europe
Germany’s manufacturing driven economy may experience a much deeper structural weakening than many realize. China has continued to grow its dominance across manufacturing industries including automotive, while broadening its economic influence throughout Europe. As China’s industrial competitiveness strengthens further, many of Europe’s manufacturing, trade, and service sectors might lose their long-term competitiveness, importance, and strategic opportunities in the new era
Feb 11
Explore emerging shifts that will impact the world.
Prepare for the Unexpected.
There are no secrets to how we make predictions. We read a lot, think in depth, and debate to extremes to reach points of revelation that impact the horizon of our understanding of the world that continues to fast evolve and change the ways in which we respond and act with forward looking approaches. It is our unique minds of insight that operate in truly distinctive manners that facilitate success for our friends, colleagues, investors, and clients across industries and the new areas that demand everyone’s attention.
* Disclaimer :
Use analytical information and advisory services we provide at your risk. We do not make guarantees of any nature nor assume responsibility for any and all investment decisions you make. Consult your experts including advisors, bankers, and lawyers for specific purposes that serve your interest.
Who Will be the Winner on the Korean Peninsula?
In every matter of the world, meaningful differences inevitably arise from the insight into history and the preparation for the future. As Prime Minister Winston Churchill stated, “ A nation that forgets its past has no future.” Many leaders around the world have expressed the same. The Korean Peninsula, in particular, carries important implications for the future of the world. Many know little about the history of Japan’s colonial rule over the Korean Peninsula in the twenti
Jun 19
A Nankai Megathrust Earthquake Could Open a New Chapter in Japan–South Korea Relations
A major earthquake in Japan could become the starting point for a new era of cooperation between Japan and South Korea, the two countries whose relationship has often been shaped by centuries of historical tension. For years, the Japanese government has warned of the possibility of a magnitude 8–9 Nankai Trough megathrust earthquake occurring within the coming decades. Under worst case scenarios, millions of people could be displaced. The question would no longer be whether s
Jun 6
North Korean Workers Are Not Cheap Labor
As the possibility of North Korea opening its economy is rising, many companies and investors immediately focus on one factor: labor. More specifically, they often assume that North Korea will become a source of low-cost labor. This assumption is understandable. Since the late 1970s, China transformed itself into the world’s manufacturing center through Deng Xiaoping’s reform and opening policies. Vietnam later followed a similar path by expanding its manufacturing sector on
Jun 5
Why the U.S. Could Ultimately Use Nuclear Weapons Against Iran
Most analysts assume that the United States will avoid the use of nuclear weapons under any circumstances. The question is not whether nuclear weapons are morally acceptable. The question is whether President Trump can accept the disgrace of failure in a war. The Middle East conflict has already exposed a deeper problem. America’s allies purchased enormous quantities of American weapons and security guarantees for decades. Yet many are now questioning whether the United State
May 30
North Korea to Be the World’s Largest Industrial Laboratory
When discussing the opening of North Korea, most observers focus on minerals, labor, or geopolitical value. However, North Korea’s true value may lie elsewhere. North Korea is widely regarded as one of the most underdeveloped countries in the world. Paradoxically, that very underdevelopment may make it one of the world’s most unique industrial laboratories and one of the largest investment opportunities of the twenty-first century. Today, advanced economies such as the United
May 29
North Korea May Open Up to the World Sooner Than Expected
Most western media and experts explain North Korea primarily through the lense of nuclear weapons, human rights, or regime stability. However, the reality could be so much simpler. Like other nations, North Korea must ensure the survival of its population and cannot remain indefinitely insulated from economic pressures. Many observers argue that the Trump administration has shifted its attention towards Iran, China, Russia, and domestic political issues, pushing North Korea d
May 23
Competition for Transportation Sector Dominance in North Korea
Following North Korea's opening to the United States, one of the first markets likely to expand rapidly will be the transportation sector. North Korea has a population of approximately 25 million people with a substantial share of younger consumers. Given the nation’s limited transportation infrastructure and low level of personal vehicle ownership, the demand for motorcycles, compact vehicles, and low power electric transportation platforms could increase quickly during the
May 15
Structural Risks Beneath South Korea’s Semiconductor Driven Market Optimism
JPMorgan has projected that South Korea’s KOSPI could reach 9,000 to 10,000 by the second half of 2026. However, such optimism may rely excessively on a narrow semiconductor-centered narrative tied primarily to companies such as Samsung Electronics and SK Hynix without properly accounting for the intensifying competition from the United States and other countries. While large scale investments tied to AI and data center construction were announced in South Korea, many project
Apr 14
Japan’s Accelerating Rearmament
Japan’s military normalization and rearmament efforts may accelerate rapidly under mounting pressure from China, North Korea, and Russia. At the same time, the United States may increasingly shift portions of its regional strategic military responsibilities towards Japan as it redesigns overseas military commitments. Behind the scenes of the US strategic refinement, Japan has been moving aggressively to expand its long term military capabilities, defense infrastructure, and s
Apr 7
Far Stronger Allied Economic Territories in South America for the United States
South American countries such as Argentina may form a deeper economic integration with the United States. While countries in South America have maintained closer economic ties with China, they will likely redefine their stance towards the United States. The industrial, particularly agricultural and mineral supply concerns may push harder the United States towards a much closer regional cooperation. Argentina in particular could become strategically important due to its agricu
Feb 20
The US-North Korea Agreement on Economic Cooperation
Separate from potential conflicts involving Iran and other nations, future geopolitical realities may eventually create conditions for limited economic engagement between the United States and North Korea. Facing mounting pressure from surrounding major powers including China, Russia, and Japan, North Korea will likely seek strategic agreement with the United States involving economic activities and security guarantee while pursuing a joint nuclear development control.
Nov 22, 2025
Expanding Global Conflicts
While many have in recent years focused on the Russia-Ukraine War, instability and conflicts have further expanded across East Asia, the Middle East, and other parts of the world including South America. Many assumed that wars are unlikely to break out for numerous reasons such as negative consequences headed by economic insecurity. However, as geopolitical, military, socio-cultural, and economic tensions deepen across multiple regions simultaneously, conflicts of varying sca
Aug 9, 2025
bottom of page