by The BlackSummit Team | Aug 1, 2024 | Geopolitics & the Day After
To begin this week’s newsletter, we examine the tensions that threaten access to critical resources, touching on both advanced ones like South Korea’s $4 trillion semiconductor industry and basic ones such as water scarcity in Northern Africa. Then, we...
by The BlackSummit Team | Jul 30, 2024 | Commentaries
In the race towards a green energy transition, China has at times been an example to follow, and at other times a potential disruptor. As the world is making sweeping changes to the way we generate and use energy, China’s titanic dominance in the manufacturing of...
by The BlackSummit Team | Jul 27, 2024 | Weekly Market Update
Global Market News Global Equities Decline Global equities declined in a volatile week of trading as tech stocks fell further following weaker-than-expected earnings. The S&P 500 and Nasdaq lost 0.83% and 2.08%, respectively, while the Dow Jones was able to...
by The BlackSummit Team | Jul 25, 2024 | Geopolitics & the Day After
To begin this week’s newsletter, we examine the slowdown of China’s economy, including the policy responses that Beijing has initiated, alongside the surprising growth and robustness of the Japanese economy. Then, we touch on small-cap stocks, which have...
by The BlackSummit Team | Jul 23, 2024 | Crossroads
Volume 7, Issue 7 Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months ahead. Furthermore, we share our thoughts on the market implications of the reported...