Research briefs and reports on South Asia geopolitics, focused on Bangladesh's political transition since 2024 and its relationship with India. It also presents a proposed development framework, Sonar Bangla, built on skilled migration, a knowledge economy and cultural soft power.
Website: https://blog.fuence.com/
In-depth analysis of the semiconductor and AI infrastructure industry, covering datacenter buildouts, Nvidia hardware roadmaps, and China's chip supply chain. Readers get proprietary-model-backed estimates and technical-to-business interpretation of compute competition.
A weekly newsletter tracking US-Israel-Iran tensions, with sourced updates on possible military escalation, negotiations and regional politics. It also features long-form interviews with Iran experts in a series called The Haft.
A research-driven newsletter by a venture capital research head examining how capital flows, trade imbalances and industrial capacity shape the West's position relative to China. Each issue builds a macroeconomic argument backed by charts and cited official data.
A weekday newsletter delivering five concise analyses of international affairs, each pairing news with historical context, an explicit judgment and a business-relevance note. Written by former diplomats, it also opens each issue with a classical artwork and light humor.
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