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The Convergence: When the External Shock Hits the Internal Fault Lines

March 7, 2026 Ryan Perkins

For years, this system appeared stable because the stresses were hidden beneath a flood of cheap capital and cheap fuel. Now they are gone.

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Posted in: Finance, Geopolitics, US Financial System Filed under: Financial Crisis, Korea, KOSPI, Straits of Hormuz, Yen carry trade

South Korea: The First Domino Is Falling

March 5, 2026 Ryan Perkins

The yen carry trade is reversing, the AI boom is dangerously concentrated, and energy geopolitics is back. South Korea sits where all three collide.

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Posted in: AI, Energy, Finance, Geopolitics, Korea Filed under: Energy Geopolitics, Staits of Hormuz, US-Iran War

Renmin University’s GGI Forum Highlights China’s Vision for Reforming Global Governance 

February 27, 2026 GEI

Beijing, January 24, 2026 — GEI was honoured to be invited to the 2026 Global Governance Forum and book launch at Renmin University of China, bringing together senior academics, diplomats, and policy experts.

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Posted in: Government Policy, Uncategorized, US-China Relations Filed under: Chaoyang Financial Institute, Global Governance Forum, Renmin University

The Engine of Modern Conflict Part 4: The Reckoning

February 22, 2026 Ryan Perkins

From fictitious capital to fascism: financial capital turns to violent extraction abroad and digital repression within. The crisis of capitalism unmasked.

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Posted in: US Empire, US-China Relations Filed under: fascism. financial collapse, financial capital

China’s Quiet AI Race: Beyond Open AI’s ChatGPT

February 11, 2026 Ryan Perkins

China’s AI revolution is taking a different path. How efficiency, ecosystem integration, and open-source strategy challenge Silicon Valley.

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Posted in: AI, Technology, US-China Competition Filed under: ChatGPT, DeepSeek, OpenAI

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Latest on GEI

  • The Petroyuan Trap: The U.S. Plan to Break China’s Economic Sovereignty April 27, 2026
  • The Strait Logic: War on Iran is a Dress Rehearsal for Blockading China April 17, 2026
  • Economic Chemotherapy: America’s Desperate Plan to Save Hegemony April 16, 2026
  • The Gates are Closing: Private Credit’s Liquidity Crisis Deepens April 5, 2026
  • Strategic Opportunity or Systemic Risk? The Emerging Chinese Consensus on a Prolonged War in West Asia March 27, 2026
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  • The Iran War’s Unseen Fertilizer Crisis March 20, 2026
  • Another Rung Up the Value Ladder: What China’s T1200 Carbon Fibre Announcement Means for Global Supply Chains March 20, 2026
  • The Dual Risk: Trapped Between Tokyo’s Tightening and the Semiconductor Supply Chain March 18, 2026
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  • CEI: Navigate Complexity, Unlock Opportunity.
  • CEI’s Regional Economic Overview Series
    • Regional Analyis: East Coast Dominance & and Fujian’s Catch-Up (2024)
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    • Why Comparing China’s GDP to the West Is Poinless
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