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  • Context
    • USA as Hegemon
    • China, the Incumbent
  • Scenarios
    • Peaceful Transition
    • Engineered Crisis
    • The Great Unwinding
  • Investment Theses
    • China Tech Sovereignty
    • The New Commodity Leverage
    • Defense and Tech Autonomy
    • Global Energy Transition
    • Gold, the Ultimate Hedge
    • The Green Yuan
  • About
    • About Capital in Transition
    • Scenario Modelling
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Capital in Transition
  • Context
    • USA as Hegemon
    • China, the Incumbent
  • Scenarios
    • Peaceful Transition
    • Engineered Crisis
    • The Great Unwinding
  • Investment Theses
    • China Tech Sovereignty
    • The New Commodity Leverage
    • Defense and Tech Autonomy
    • Global Energy Transition
    • Gold, the Ultimate Hedge
    • The Green Yuan
  • About
    • About Capital in Transition
    • Scenario Modelling
  • Subscribe to the Newsletter
  • Newsletter
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Categories

  • China Tech Sovereignty
  • Cold War 2.0
  • Critical Resources & Commodity Leverage
  • Decline and Fall of the USA
  • Defense & Tech Autonomy
  • Electrification & Energy Transition
  • Engineered Crisis
  • Monetary Hedging (Gold)
  • Peaceful Transition
  • RMB Rise & “Green Yuan” Energy Trade
  • The changing world order
  • Uncategorized

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