Geopolitical Research

Geopolitical Research

By Christian TakushiNews
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Geopolitical Research episodes

  • Singapore tops Global Geopolitical Safety Ranking

    Economist Christian Takushi is interviewed by Financial Sense in San Diego (USA) - Christian exposes how Singapore has become the safest economy in terms of geopolitical risk (safe haven). Several nations are moving ranks among the Top 10 in the Global Geopolitical Safety Ranking. He also answers questions on Gold and other safe havens like Uruguay, Mauritius etc.

    The audio is a courtesy of FS. Independent Balanced Global Geopolitical Macroeconomic Research by Macro Economist Christian Takushi - 11 Dec 2025 (delayed release)

    GEOPOLITICAL RESEARCH MADE IN SWITZERLANDDisclaimer: No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis, which builds on several working hypotheses. As more data is available our working hypotheses are continually re-tested and if necessary we will adjust our analysis. We do not work with conspiracy theories. Info: This Channel has been designed to provide additional complimentary information to our newsletter subscribers. It assumes viewers are acquainted with our strategic research.

    19 min
  • Interview: Geopolitics Under Trump 2.0: Winners, Losers, and China’s South America Play

    Economist Christian Takushi is interviewed by Financial Sense in San Diego - Christian explains how the world, especially China, Europe and LatAm are reacting to a 2nd Trump Administration.

    The audio is a courtesy of FS: the interview explores the potential winners and losers of a second Trump presidency, covering regions such as Europe, Mexico, Israel, South America etc.

    He provides an update on the recent opening of the new Chancay mega port in Peru, a development that will significantly grow trade between China/Asia and South America. Christian examines the geostrategic implications of this event, Peru’s efforts to counterbalance it through a deeper military agreement with South Korea, and how the U.S. has responded to these developments.

    Important caveat: Christian Takushi wants to highlight that President Xi showed understanding and responded well to the counter-balancing act by Peru. The signing of a defence treaty with a US ally at the same summit was a little bit of an "offence" in an Asian culture. But the stakes are high, this is the Western hemisphere and Washington is concerned that a long time US ally wants to do so much business with China.

    Nevertheless, it was clear President Xi behaved very politely and was self-control. The Chinese did not display any overtly celebratory mood though. We should also remember Peru wanted America to build this port, but the USA showed no interest. Neither did Europe.

    The Trump aides that say South American nations have sold out to China are throwing all these nations in the same basket. Such statements are counterproductive and only strengthen the hand of China in Latam and weaken the standing of those nations that make an effort to balance the growing China influence.


    Summary: How are non-Western nations responding? APEC 2024 & G20 Summits in LatAm. How Peru balances China and USA with US-ally South Korea. Countries with investment potential during Trump's 2nd administration.

    Independent Balanced Global Geopolitical Macroeconomic Research
    by Macro Economist Christian Takushi - 28 Nov 2024.
    GEOPOLITICAL RESEARCH MADE IN SWITZERLAND
    Disclaimer:
    No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis, which builds on several working hypotheses. As more data is available our working hypotheses are continually re-tested and if necessary we will adjust our analysis. We do not work with conspiracy theories.
    Info:
    This Channel has been designed to provide additional complimentary information to our newsletter subscribers. It assumes viewers are acquainted with our strategic research.

    39 min
  • Winners of tougher US policies, China & Korea in LatAm, Europe loses

    Economist Christian Takushi explains the impact of Trump's trifecta on the world, Europe and LatAm. Winners & Losers. How are non-Western nations responding? APEC 2024 & G20 Summits in LatAm. How Peru balances China and USA with US-ally South Korea. Countries with investment potential during Trump's 2nd administration.

    Independent Balanced Global Geopolitical Macroeconomic Research
    by Macro Economist Christian Takushi - 22 Nov 2024.
    GEOPOLITICAL RESEARCH MADE IN SWITZERLAND
    Disclaimer:
    No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis, which builds on several working hypotheses. As more data is available our working hypotheses are continually re-tested and if necessary we will adjust our analysis. We do not work with conspiracy theories.
    Info:
    This Channel has been designed to provide additional complimentary information to our newsletter subscribers. It assumes viewers are acquainted with our strategic research.

    1 hr 5 min
  • US Elections - The outcome will not favour Europe

    On 23 October the CFA Institute invited Christian Takushi to share his analysis on the US elections and its impact on Europe.

    A Harris or Trump administration pose severe challenges to Europe. Tougher economic & foreign policies loom. America to benefit from Europe's huge ongoing strategic errors.

    The economic bloc that in its geopolitical illiteracy dismantled its military instead of preparing for this tough century sits in the trap.

      • Where to invest?
        1) Geopolitically multi aligned (safe) economies that are young, fiscally healthy, resources, safe trading routes
        2) USA. In Europe defense, security, Net Zero (until it runs out of money), CMU, logistics, food-energy security
        3) in 3 weeks Chancay mega port opens. To cut shipping time Asia-LatAm by 30%. Europe’s lifeline is blocked, China’s gets better For Europe it doesn't matter who wins in November in America. It is going to be very difficult either way
      • America's greatest threat to National Security is domestic: Out of control fiscal-monetary policies
      • Europe faces a USD 9-10 Trillion financing gap - Officials may need to mobilise private savings. The Capital Market Union might be part of the solution.
      • Investors neglect Turkey - Iran is likely to help Russia and China
      • Geopolitical Safety: Uruguay and Mauritius top the ranking as New Zealand is under review for downgrade
      •  

        To subscribe to Takushi's Geopolitical Macroeconomic Newsletter go to www.geopoliticalresearch.com

        https://geopoliticalresearch.com/?product=new-geopolitical-research-newsletter

        1 hr 10 min
      • Interview: US elections won't matter for deficit, EU eyes savings acc, Iran, NZ, Uruguay, Mauritius ..

        Mr. Takushi has given an interview to San Diego-based Financial Sense. The interview was aired in the United States last week.

        • For Europe it doesn't matter who wins in November in America. It is going to be very difficult either way
        • America's greatest threat to National Security is domestic: Out of control fiscal-monetary policies
        • Europe faces a USD 9-10 Trillion financing gap - Officials may need to mobilise private savings. The Capital Market Union might be part of the solution.
        • Investors neglect Turkey - Iran is likely to help Russia and China
        • Geopolitical Safety: Uruguay and Mauritius top the ranking as New Zealand is under review for downgrade

        • Contingency Plans:

          Building a second base for your business or family requires good preparation and it can take up to three years time. No single location is risk-free, so a wise combination of locations is the best way forward for the next 5-10 years. For many persons and firms based in the USA and Europe the combination of Switzerland-Uruguay is effective. But for some people Mauritius or Singapore is the better fit. The most complementary combination of Safe Havens is currently Gstaad (CH) and Punta del Este (UY). But there are other combinations – it depends on one’s needs.

          Kind regards

          Geopolitical Research Team

          ( to request a subscription to our newsletter you can write to [email protected] )


          Disclaimer: No information or comment should be construed as investment advice.

          44 min
        • Interview: Global Geopolitical Roundup

          Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview was aired in the United States last week.

          • Markets ahead of big correction – They have not priced in the massive deterioration of Security over Europe
          • Flawed alliances – More alliances than competing powers
          • The World is at War
          • New Trading Routes
          • Importance of understanding other cultures for global analysis – Avoid miscalculations
          • US elections / Long view in China
          • Asia believes US will defend Taiwan – the direct clash a matter of time
          • Likelihood of War by proxies and other means
          • Contingency Plans:

            Building a second base for your business or family requires good preparation and it can take up to three years time. No single location is risk-free, so a wise combination of locations is the best way forward for the next 5-10 years. For many persons and firms based in the USA and Europe the combination of Switzerland-Uruguay is proving the most efficient and effective. In practicality the combination of the Safe Havens Gstaad and Punta del Este are working the best. But there are other combinations – it depends on one’s needs.

            Kind regards

            Geopolitical Research Team

            ( to request a subscription to our newsletter you can write to [email protected] )

            33 min
          • Interview: New BRICS Currency strategy, War and Gold

            Mr. Takushi has been interviewed by Rohstoff Investor (the Commodity Investor) - original audio in German


            This interview is primarily aimed at our newsletter readers as it complements our strategic research


            Disclaimer: No information here should be deemed or understood as an investment advice.

            57 min
          • Interview: Uruguay has become safest country geopolitically

            Since last year Uruguay is topping our country rankings of Geopolitical Safety.


            Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview has been aired in the United States: At this stage our analysis shows Uruguay is the safest place to be protected from major global conflagration and a potential world war.

            Key topics that were raised

            1. Why is Uruguay geopolitically the safest country in the world ?
            2. Why is the financial industry recommending Dubai, Switzerland, Singapore, Panama, Costa Rica etc. instead? 
            3. How about Portugal and Spain? 
            4. Why people should have a 2nd base in the Southern hemisphere – Several major wars are coming to the Northern hemisphere
            5. Paraguay, Chile, Peru, Botswana, Ghana, Indonesia/Bali & New Zealand 
            6.  

              Contingency Plans:

              Building a second base for your business or family requires good preparation and it can take up to three years time.


              This interview is primarily aimed at our newsletter readers as it complements our strategic research


              Disclaimer: No information here should be deemed or understood as an investment advice.


              US Interview with Financial Sense 

              34 min
            7. US Interview: India slows down BRICS - China shifts to Oil trade, Gold

              This interview complements our recent newsletters and developments that seem to be underreported by financial media.

              As we anticipated in our newsletter earlier this year, Chinese Gold prices have begun to decouple from the stagnant gold prices in the West. Shanghai prices reached levels up to 4-6% higher than in London. We are monitoring this carefully - Beijing seems to be testing our markets' response. A foreshadow? This interview helps fill the gaps in this developing story. 

              The interview with Mr. Takushi was done by San Diego-based Financial Sense/Mr. Cris Sheridan


              Key topics raised:

              1. Gold investors disappointed

              2. For now Washington pivots India against China - Rift within the BRICS

              3. Higher prices, more inflation and higher rates - more G7 state control

              4. Real threat to the West: China shifts to Oil production - Targets to replace 1/3 of USD usage 

              5.  

                While Western investors were thrilled about the postponed roll-out of the new gold-backed reserve currency, the real threat to the USD may be the BRICS dominance over Oil exports and Oil imports, where they can gradually replace the USD and force US interests to better reflect the US deficits and debt. It would be hard for the G7 to avoid a repricing of Gold - they may have to constrain gold arbitrage to investors holding their gold in Western markets. For years we have been warning investors to prepare for such a scenario. 

                On immigration and the economy: Independent economist Takushi believes that massive illegal immigration ushers three economic effects over time: 1st) In the short term positive impact on aggregate consumption, 2nd) After the initial years massive increase in costs to society until newcomers are fully productive, 3rd) In the long run, and with appropriate policies in place, the newcomers have an overall positive impact on the economy. 

                Independent Global Geopolitical Macroeconomic Research

                Switzerland  15 Sep 2023.

                 

                Geopolitical and economic conditions need close monitoring, because they can change suddenly. 

                 

                No part of this analysis should be taken or construed as an investment recommendation. 

                35 min
              6. Deflation, Inflation & Job losses ahead, BITCOIN renaissance?, Africa defies Europe

                A round-up of big macro events that consensus is not paying enough attention to


                1) Deflation is next, but next Inflation shocks are on the way

                2) Job losses are coming to America and Europe - US economic data is covering up underlying weakness

                3) A Bitcoin Renaissance is likely

                4) Africa defies Europe - No one will want to build a gas pipeline to supply Europe


                Caution: None of our comments should be construed as an investment recommendation


                #bitcoin #deflation #inflationaryshock #niger #africa


                Christian Takushi MA UZH is an independent Swiss Macro Economist.

                You can follow him on Twitter (@ChrisTakushi) and subscribe to his strategic newsletter on geopoliticalresearch.com


                29 min

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