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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
Newsletter
About
About Capital in Transition
Newsletter
Scenario Modelling
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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
Newsletter
About
About Capital in Transition
Newsletter
Scenario Modelling
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Categories
China Tech Sovereignty
Cold War 2.0
Critical Resources & Commodity Leverage
Defense & Tech Autonomy
Electrification & Energy Transition
Engineered Crisis
Monetary Hedging (Gold)
Peaceful Transition
RMB Rise & “Green Yuan” Energy Trade
The changing world order
The Great Unwinding
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