by Amédi De Klerk | Aug 27, 2026 | Latest News
The Chip Embargo That Backfired When the US moved to restrict the export of advanced semiconductors and chip-making equipment to China, the intention was to slow China’s progress in artificial intelligence and advanced computing. In the short term, it did. But...
by Amédi De Klerk | Aug 27, 2026 | Latest News
The contest for AI leadership between the United States and China is intensifying. China has released its latest frontier AI model, Kimi K3, as open-weight software, allowing users to access, modify, and build upon the model. Its release has prompted comparisons...
by Amédi De Klerk | Aug 27, 2026 | Latest News
A single week in early June 2026 crystallised the defining tension of this investment cycle: the world’s most prominent Artificial Intelligence (AI) safety company (Anthropic) calling for a global pause on frontier AI development; a sovereign nation positioning...
by Amédi De Klerk | Aug 27, 2026 | Latest News
Geopolitical risk is ultimately a story of geography. A handful of narrow waterways control the flow of the world’s trade, energy, and technology; and whoever controls them holds extraordinary leverage over the global economy. To these traditional primary...
by Amédi De Klerk | Aug 27, 2026 | Latest News
Unsurprisingly, the US–Iran conflict has pushed energy prices sharply higher amid concerns over oil supply disruption. Brent crude has risen from $58 per barrel at the start of the year to $88 at the time of writing; a 53% increase. Energy equities have benefited...
by Amédi De Klerk | Aug 27, 2026 | Latest News
The escalation of conflict in the Middle East has reintroduced a layer of geopolitical uncertainty that markets have not had to meaningfully price for some time. Given the region’s central role in global energy supply and trade routes, the implications are both...
