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14:14
Geopolitics Technology
Huawei Restrictions Endure as US-China Tech Decoupling Hardens
Existing federal bans remain firmly in place as the Chinese telecom giant posts record revenue despite years of American sanctions.
based.geopolitics · 8 min read
14:04
Breaking Energy Geopolitics
U.S. Submarine Sinks Iranian Warship Off Sri Lanka as European Powers Deploy Naval Assets
Torpedo attack 2,000 miles from Iran expands conflict to Indian Ocean while energy markets react to effective Strait of Hormuz closure.
based.geopolitics · 8 min read
13:42
Geopolitics Technology
Fake IDF Alert App Turns Wartime Safety Tool Into Surveillance Weapon
Threat actors exploit Israel-Iran conflict to distribute trojanized rocket alert application via SMS spoofing, harvesting contacts, messages, and GPS coordinates from civilians seeking safety.
based.info · 8 min read
13:13
Macro Technology
Axel Springer Outbids Daily Mail With £575 Million Telegraph Deal
German media conglomerate torpedoes DMGT's acquisition in one of Britain's largest newspaper transactions in years, betting on a centre-right English-language empire.
based.info · 8 min read
12:49
Geopolitics Technology
Huawei Dominates MWC 2024 Despite Western Bans, Exposing EU Policy Disconnect
Chinese tech giant showcases 5.5G leadership while securing Middle East deals, as fewer than half of EU states enforce restrictions on its equipment.
based.geopolitics · 8 min read
12:40
Markets Technology
BE Semiconductor Plunges 17% as Memory Demand Fears Eclipse AI Packaging Boom
Dutch equipment maker's steep decline signals investor doubts over whether advanced packaging can offset consumer chip weakness.
based.info · 7 min read
12:12
Geopolitics Markets
Lammy Declares UK Strikes on Iran Lawful as Oil Hits $85 and Hormuz Premiums Surge 400%
Deputy Prime Minister invokes Article 51 self-defence doctrine while Brent climbs to 15-month high and war risk insurance for tankers quintuples in 48 hours.
based.geopolitics · 7 min read
11:49
Macro
China Commits to Easing Cycle as Property Crisis Forces Monetary Divergence
PBOC signals explicit support for RRR and rate cuts in 2026, departing from Western tightening as domestic demand crisis deepens.
based.macro · 7 min read
11:37
Macro Markets
Beijing Sets Lowest Growth Target on Record as Policy Pivot Takes Shape
China's Two Sessions unveil a 4.5-5% GDP target and RMB 12 trillion fiscal deployment—signaling restraint amid trade tensions and the launch of a manufacturing-first industrial…
based.macro · 9 min read
11:08
Geopolitics
Ukraine Claims First Territorial Gains Since 2023 as Battlefield Dynamics Shift
Kyiv recaptured 460 square kilometers since January, disrupting Russia's spring offensive plans while peace talks remain stalled.
based.geopolitics · 9 min read
10:49
AI
Palantir Wins Court Order Blocking Former Employees From Recruiting Staff for AI Startup
A Manhattan federal judge granted Palantir Technologies a preliminary injunction barring three ex-employees from poaching workers and using confidential information for rival firm Percepta AI,…
based.ai · 7 min read
10:36
Macro
Moscow’s Elite Pull Capital From Russia as Budget Crisis Deepens
Wealthy investors scaling back domestic investments amid fiscal strain exposes eroding confidence in Russia's economic sustainability beyond surface-level stability.
based.macro · 7 min read
09:48
Geopolitics
Lebanon’s Shelters Overflow as 83,000 Flee Israeli Offensive in 72 Hours
Renewed Israeli strikes force mass displacement across southern Lebanon, with government shelters nearing capacity as vulnerable populations face mounting risks.
based.geopolitics · 7 min read
09:35
Geopolitics
UK Arrests Four Over Suspected Iranian Surveillance of London Jewish Community
Counter Terror Policing detains one Iranian national and three British-Iranian dual citizens in dawn raids, marking latest escalation in Iran's operations on British soil.
based.geopolitics · 8 min read
08:46
Macro
ECB’s Sleijpen Dismisses Oil Volatility as Threat to Inflation Outlook
Dutch central bank chief says recent energy price surge won't derail European Central Bank's economic projections, maintaining policy remains in a 'good place' despite Middle…
based.macro · 7 min read
08:33
Geopolitics Markets
Beijing Doubles Down on Self-Reliance as 15th Five-Year Plan Targets Tech Independence Amid US Tensions
China's 2026-2030 blueprint prioritizes semiconductors, AI and domestic consumption over stimulus, setting a 4.5-5% growth target as trade frictions and property slump reshape economic strategy.
based.geopolitics · 9 min read
07:42
Geopolitics Technology
India’s $180 Billion Bottleneck: Jio IPO Stalls as Regulatory Clarity Trumps Speed
Mukesh Ambani's telecom giant awaits government notification on public shareholding norms while navigating data localization rules and foreign investment compliance in a test of India's…
based.geopolitics · 8 min read
07:29
Geopolitics
Trump-Xi Summit Tests Superpower Balance as Tariff Pressures Ease
Upcoming talks arrive as Supreme Court ruling weakens US leverage while China's strategic chokepoints force Washington to recalibrate tech export controls.
based.geopolitics · 9 min read
06:41
Energy Markets
Oil’s March Toward $200: Supply Shocks Eclipse Strategic Reserve Defenses
Strait of Hormuz closure and pipeline outages drive Brent above $85 as depleted SPRs and constrained OPEC+ spare capacity expose fragile supply buffers.
based.energy · 8 min read
06:28
Energy Geopolitics
Insurers Abandon Gulf Energy Lifeline as Strait of Hormuz Nears Total Shutdown
War risk premiums surge to 1% of vessel value as Iran's closure of the world's most critical oil chokepoint strands 150 ships and threatens 20%…
based.energy · 9 min read