News – KCS Group Asia Ltd

The age of strategic fatigue: why great powers are running out of appetite, not capability

Articles / China, Conflict, defence, Due Diligence, East Asia, Europe, financial governance, Geopolitics, Middle East, NATO, Russia, security risks, United States of America, War / 01/2026

At first glance, the global system appears more militarised and confrontational than at any point since the late Cold War; no surprise there with some 60 major conflicts affecting life and limb around the world as we speak. While this is underway, defence budgets are expanding across NATO, East Asia, the Middle East and Russia, [...]

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UK & Europe’s Critical Infrastructure

Articles / defence, Due Diligence, Economy, Europe, Geopolitics, hybrid warfare, Infrastructure, IT Security, Russia, security risks, United Kingdom / 01/2026

For the past 18-24 months, KCS Group International has been warning – repeatedly and with increasing urgency - that Europe’s critical infrastructure is dangerously exposed. What was once a forecast is now an undeniable reality. Russia’s hybrid operations have not only intensified but quadrupled in 2025, exploiting every weakness in a system that has been

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Is the EU at war with the US or with itself?

Articles / Due Diligence, Europe, European Union, Geopolitics, global energy security, Global trade, Industrial, International Security, NATO, political instability, risks, Russia, USA / 12/2025

The claim that the EU is “at war” with the US sounds hyperbolic at first glance. Washington remains Europe’s principal security guarantor, its largest external trading partner and (through NATO) the backbone of continental defence. Yet, beneath the formal architecture of alliance, a more corrosive dynamic has emerged. Policy choices taken in Brussels and several

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ARC and the powers determined to stop it

Articles / China, Due Diligence, energy markets, Europe, exports, Geopolitics, Global trade, NATO, risks, Russia, Sanctions, tariffs, Technology, trade relations, United Kingdom, USA / 12/2025

For the first time since the end of the Cold War, the world’s three largest powers (the US, Russia and China) are showing signs of drifting into a pragmatic triangular balance. It is not an alliance, and it is not ideological. It is, instead, the product of converging interests. Quiet US-Russia communications on energy and

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The end of the Global South? A fragmenting bloc with no common interests

Articles / Africa, Asia, Due Diligence, Economy, Geopolitics, global governance, Global South, Latin America, manufacturing, Middle East, political instability, risks, supply chains, trade relations / 12/2025

The term Global South has served as diplomatic shorthand for a loose coalition of developing states seeking greater voice in a world dominated by Western institutions and norms. The label implied shared grievances and converging interests, suggesting that formerly marginalised regions could act collectively to reshape global governance. Today, however, this narrative is increasingly hard

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The Birth of a Tri-polarity: ARC (America-Russia-China)

Articles / China, Due Diligence, energy markets, exports, Geopolitics, risks, Russia, Sanctions, tariffs, Technology, trade relations, United States of America, US-China trade / 11/2025

Over several months, a subtle but potentially significant geopolitical realignment has been unfolding. Less and less is being discussed publicly about BRICS, while quiet discussions are getting a little louder about the possibility of a de facto tripolar system among the US, Russia and China. This emergent formation (some geopolitics analysts are now calling it ARC) is not

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Europe’s push for rare earth magnet production: can it wean off China?

Articles / Canada, China, Due Diligence, Estonia, Europe, Geopolitics, minerals, rare earth magnet, risks, supply chains / 11/2025

Europe’s debut into large-scale rare-earth magnet manufacturing via the newly opened plant in Narva, Estonia, is a bold signal. Backed by EU funds and Canadian Export Credit Agency loans, this facility represents a strategic effort to break China’s long-standing stranglehold on critical magnet supply chains. But as promising as that may seem, the road to

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Poland’s call to end Russian oil by 2026: cascade effects in the EU

Articles / Due Diligence, Economy, energy supply, European Union, global governance, Infrastructure, Oil, Poland, Politics, risks, Russia / 11/2025

Poland’s call for the EU to end all imports of Russian oil by the end of 2026 represents one of the most assertive energy policy positions to emerge from within the bloc since the invasion of Ukraine. Warsaw’s call is rooted in a conviction that economic links to Moscow continue to undermine Europe’s geopolitical security

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Japan, US: a golden age?

Articles / Due Diligence, economic growth, Economy, Foreign investment, Global trade, Japan, manufacturing, risks, security, Takaichi, Technology, USA / 11/2025

When Sanae Takaichi was elected as Japan’s first female prime minister on 21 October, many observers were quick to raise scepticism and criticism. But taking a step back from the usual negative-narrative lens reveals a number of real indicators that Japan might be entering a much more dynamic era; one in which strong leadership, a

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AI’s Energy Appetite: can the world’s grids keep up?

Articles / affordable energy, AI, digital age, Due Diligence, energy markets, energy supply, Geopolitics, Infrastructure, renewal energy, risks, Technology / 10/2025

The rapid ascent of artificial intelligence has been nothing short of revolutionary. AI systems are reshaping everything from healthcare to finance, promising to accelerate productivity and innovation at an unprecedented scale. Yet, this digital transformation is built on an increasingly fragile physical foundation: the availability of reliable and affordable energy. As machine learning models expand

AI’s Energy Appetite: can the world’s grids keep up? Read More »

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