Foreign Investment

Geopolitics Knowledge Base

What Is CFIUS and How Does It Control Foreign Investment in U.S. Critical Infrastructure?

The interagency body that blocks foreign acquisitions of sensitive U.S. assets now stands at the centre of technological sovereignty, capital flows, and the U.S.-China competition.

9 min read ·
Geopolitics Markets

Saudi Arabia’s $5 Billion SpaceX Bet Tests U.S. Limits on Foreign Capital in Critical Infrastructure

Public Investment Fund in advanced talks for anchor stake ahead of record $75 billion IPO, forcing CFIUS to weigh Gulf capital against classified military contracts.

6 min read ·
Energy Markets

India’s $12B Foreign Investor Exodus Exposes Emerging Market Energy Vulnerability

Record March outflow driven by Iran conflict and crude price shock reveals structural weakness in world's fastest-growing major economy as geopolitical risk overwhelms valuation recovery.

8 min read ·
Geopolitics Markets

Japan Challenges $6bn SoftBank Fee as US Alliance Economics Turn Transactional

Tokyo's objection to governance terms in $550bn trade deal exposes friction over how Washington structures capital partnerships with allies.

7 min read ·
Energy Geopolitics

Iran’s Hormuz Strikes Paralyze 20% of Global Oil Transit, Test Gulf Investment Thesis

Retaliatory attacks on U.S. bases following assassination of Ayatollah Khamenei have effectively closed the Strait of Hormuz, triggering insurance withdrawals and leaving 150 ships stranded—the first complete halt in the chokepoint's history.

9 min read ·
Geopolitics Markets

Korean Equities Collapse 7% as Middle East Crisis Triggers Foreign Exodus

The KOSPI recorded its steepest decline in 19 months amid escalating geopolitical tensions and a sharp selloff by foreign investors.

8 min read ·