Knightsbridge Strategic Group

?? Knightsbridge Geopolitical Intelligence Report ?? ?? Assessing the Entry of JPMorganChase and U.S. finance in Kenya and the East African Region?? ?? https://lnkd.in/e3qHYPdx - sign-up to receive all of the free Knightsbridge intelligence releases by email ?? Key Takeaways: The establishment of a JPMorgan Chase representative office in Kenya aligns with broader U.S. strategic interests in trade, investment, and regional stability, enhancing competition against entrenched Chinese influence. U.S. financial institutions face risks from Kenya’s high debt burden, fiscal deficits, and political unrest, requiring strong partnerships with local stakeholders and effective currency risk management strategies. U.S. investors are poised to capitalise on Kenya’s growth in fintech, renewable energy, and sustainable finance, leveraging advanced technology and governance standards to compete in these strategic niches. U.S. efforts in Kenya will support broader goals, including combating terrorism, ensuring Red Sea security, and stabilising neighbouring regions like Somalia and Ethiopia to protect investments and maintain strategic influence. Follow us on X - https://lnkd.in/e7T2WFQj

This relationship is going to be one of the most important relationships in geopolitics for 2025! The dynamics between the 2 will shape any potential cease fire, peace, modus vivendi and security architecture between Russia, NATO & Ukraine. Knightsbridge Strategic Group will be producing an assessment on this topic in early January 2025.

We are happy to have provided our assessment for this important article in the South China Morning Post SCMP ??

?? Knightsbridge Situation Report ?? ?? Russo-Ukrainian Conflict?? ?? https://lnkd.in/e3qHYPdx - sign-up to receive all of the free Knightsbridge intelligence releases by email ?? Key Takeaways: Trump’s election means Ukraine is likely to have little over two months left of considerable US resource support. Ukraine fired Western-supplied long-range missiles into Russian territory; Russia responded by targeting Dnipro with an experimental intermediate-range ballistic missile (IRBM). Russian advances in the Donbas and counter-offensive in Kursk are gaining momentum despite record-breaking casualties. North Korean personnel will almost certainly join Russia’s Kursk counter-offensive in the coming weeks as they complete training alongside Russian paratroopers. The intensity of the fighting will likely increase significantly in the lead-up to President-elect Trump’s inauguration as both sides seek to gain leverage going into peace negotiations. Follow us on X - https://lnkd.in/e7T2WFQj

?? Political & Geopolitical risks are quickly becoming recognized as the most significant risks to investments and operations across the public and private sector ?? At the Knightsbridge Strategic Group we are dedicated to tracking, understanding and assessing those risks - allowing us to help clients develop strategies to in fact capitalize on them. For all of our free intelligence releases you can have them emailed to you using the link below: ?? https://lnkd.in/e3qHYPdx ?? if you are interested in receiving all of our regular intelligence assessments, or have a specific intelligence need - please do get in touch with me directly!

?? Knightsbridge Situation Report ?? ?? APEC 2024 Summit in Peru?? ?? https://lnkd.in/e3qHYPdx - sign-up to receive all of the free Knightsbridge intelligence releases by email ?? Key Takeaways: The 2024 APEC summit in Peru focused on inclusive trade, supply chain resilience, digital innovation, and sustainable development. China is leveraging its Belt and Road Initiative (BRI) and projects like the Chancay Port to strengthen its trade dominance in South America and secure critical mineral supplies. The Trump administration’s protectionist policies are expected to drive South America closer to China, while the Biden administration’s strategy to enhance partnerships in the region is likely to lose momentum. South American agribusiness and mining sectors are poised for accelerated growth, driven by rising Chinese demand for foodstuffs and critical minerals. Follow us on X - https://lnkd.in/e7T2WFQj

?? At the Knightsbridge Strategic Group we are looking for an individual with a distinguished career in the world of finance to join our Advisory Board. ?? She or he will advise me alongside our expert board members with a wealth of experience in energy, government strategy and intelligence to enhance the geopolitical and political intelligence services we provide. #finance #political #geopolitical #risk #intelligence Please do message me directly, and pass this on to anyone who you think may be interested!

?? Knightsbridge Situation Report ?? ?? The Dangote Oil Refinery in Nigeria?? ?? https://lnkd.in/e3qHYPdx - sign-up to receive all of the free Knightsbridge intelligence releases by email ?? Key Takeaways: -Nigeria’s NNPC will now exclusively source refined fuel domestically from the Dangote Refinery and other local refineries, ending fuel imports from the EU. This shift is intended to increase self-sufficiency but has led to immediate fuel shortages due to limited refinery capacity. -Persistent crude shortages and a weak Naira are driving up import costs, worsening inflation (above 25%) and economic stagnation. Fuel prices have spiked. -Once the refinery reaches full capacity, long-term reductions in local fuel costs and increased competition in Europe’s fuel market are expected. -The government’s failure to address refinery issues may trigger political unrest, including violent protests, as the removal of fuel subsidies exacerbates the crisis. Follow us on X - https://lnkd.in/e7T2WFQj

?? Knightsbridge Situation Report ?? ?? TSMC Halts Semiconductor Sales to China?? ??? https://lnkd.in/e3qHYPdx - sign-up to receive all of the free Knightsbridge intelligence releases by email ?? Key Takeaways: -The U.S. Department of Commerce has directed TSMC to halt advanced chip shipments to China after finding a TSMC chip in a Huawei AI processor, aiming to curb Chinese access to critical technology. -Despite the U.S. seeking to enhance domestic chip manufacturing, it will still depend heavily on TSMC for advanced semiconductor needs due to Taiwan’s production capabilities. -The CHIPS Act is likely to persist under strong bipartisan Congressional support, ensuring continued U.S. funding for domestic semiconductor production. -China faces challenges in building its own semiconductor capabilities under U.S. sanctions, particularly in acquiring the high-tech equipment necessary to compete with TSMC and U.S. tech firms. -KSG assesses that this ultimately reduces the deterrence of a Chinese invasion of Taiwan. Follow us on X - https://lnkd.in/e7T2WFQj

?? Wargaming the Effects a Trump Presidency on NATO ??