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Yemen Crisis - Legacy of a Forgotten Arab Cold War
Yemen, the name conjures up images of civil war, Houthi insurgency, attacks on Red Sea shipping, poverty, humanitarian crisis, and extreme human…
May 9
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Srinivas Peri
4
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Yemen Crisis - Legacy of a Forgotten Arab Cold War
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April 2024
America, Israel, and Iran – Prisoners of History and Narratives
War clouds are hovering over the Middle East again. For the watchers of the region, it is all a familiar sense of Déjà vu again. Yet another episode of…
Apr 18
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Srinivas Peri
7
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America, Israel, and Iran – Prisoners of History and Narratives
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March 2024
“New Space Economy” – The Final Frontier
It started with a simple question out of curiosity? Why is there so much excitement about companies involved with Chandrayaan-3? This led me to ask two…
Mar 21
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Srinivas Peri
3
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“New Space Economy” – The Final Frontier
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February 2024
Silent and Invisible - Revolution from the Skies
When was the last time you opened a physical city map or a road atlas? I am assuming you opened one, depending on your age. I don’t blame you if you…
Feb 22
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Srinivas Peri
6
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Silent and Invisible - Revolution from the Skies
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Hunt for Silver – Greed, Speculation and Panic
There have been many infamous cases of rampant speculation in commodities, but the one involving Hunt brothers and their efforts to corner the Silver…
Feb 8
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Srinivas Peri
7
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Hunt for Silver – Greed, Speculation and Panic
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January 2024
Navigating Uncertainty – Mapping a Contested World
For followers of global affairs, it can be depressing nowadays to watch BBC or Al-Jazeera. You get an unending feed on: Gaza war, Ukraine-Russia war…
Jan 25
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Srinivas Peri
3
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Navigating Uncertainty – Mapping a Contested World
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Revenge of Geography – Maritime Chokepoints and Supply Chains
Bab-El-Mandeb in Arabic means, “Gate of Tears” and the word Panama according to local legend means, “Abundance of Fish, Trees and Water”. It is ironic…
Jan 4
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Srinivas Peri
8
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Revenge of Geography – Maritime Chokepoints and Supply Chains
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December 2023
1979 – When the Long 21st Century Began
One of my all-time favourite songs is, “We didn’t start the fire” by Billy Joel from 1989. In its haunting melody are listed 120 important events…
Dec 21, 2023
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Srinivas Peri
6
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1979 – When the Long 21st Century Began
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November 2023
AI Arms Race and Geopolitics of Semiconductors – Part Two - Compute and AI Chips
Two things of importance occurred in the past few months, which provide broad pointers towards rapidly evolving semiconductor geopolitics. First…
Nov 16, 2023
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Srinivas Peri
4
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AI Arms Race and Geopolitics of Semiconductors – Part Two - Compute and AI Chips
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October 2023
AI Arms Race and Geopolitics of Semiconductors – Part One
Generative AI is the rage nowadays. It has captured our imagination, and we can’t seem to be able to pass a day without reading about how it will…
Oct 26, 2023
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Srinivas Peri
7
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AI Arms Race and Geopolitics of Semiconductors – Part One
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Geography’s Destiny and Revenge of Geopolitics
During my time in Israel in 2011, a weekly ritual was taking the bus from Tel Aviv to Jerusalem. I just loved walking around the old city of Jerusalem…
Oct 12, 2023
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Srinivas Peri
7
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Geography’s Destiny and Revenge of Geopolitics
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September 2023
25 years after LTCM debacle – Lessons for today.
September 23rd, the day I am writing this marks the 25th anniversary of the official downfall of Long Term Capital Management (LTCM). For many of my…
Sep 25, 2023
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Srinivas Peri
2
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25 years after LTCM debacle – Lessons for today.
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