China – KCS Group Asia Ltd

Warfare by any other name?

Articles / China, Conflict, Cyber Security, cyberwarfare, Economy, energy markets, Europe, European Union, Global trade, hybrid warfare, misinformation, NATO, political instability, Russia, United Kingdom / 02/2026

For years, European officials have spoken about “hybrid warfare” as though it were a future threat. It is not. It is already embedded in the political and economic landscape of the continent, and has been raging for years. Hybrid warfare does not begin with tanks crossing borders. It begins with ambiguity. It operates in the [...]

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China and the Power of One

Articles / China, diplomatic relations, Due Diligence, European Union, Geopolitics, Global trade, risks, security, Technology, United Kingdom, USA / 02/2026

China’s political direction since Donald Trump first entered the White House has often been described as reactive; a series of responses to tariffs, technology controls and diplomatic pressure. In reality, Beijing’s trajectory has been shaped less by Washington’s personalities than by a deeper conclusion reached within the Chinese Communist Party (CCP), that the era of

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Canada’s strategic crossroads: navigating between Washington and Beijing

Articles / Canada, China, defence, Due Diligence, Foreign Affairs, global governance, Global trade, global trade routes, Greenland, International Security, supply chains, USA / 01/2026

The environment that supported Canadian foreign policy since the end of the Cold War is fragmenting, with power politics returning to the centre of international relations and economic policy increasingly tied to strategic competition. Prime Minister Mark Carney’s speech at the World Economic Forum (WEF) reflected this assessment, arguing that the global governance framework is

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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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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 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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Supply Chains and Sovereignty: the rising trend of localisation vs globalisation

Articles / Asia Pacific, China, Due Diligence, European Union, Geopolitics, Global trade, manufacturing, risks, supply chains, USA / 10/2025

In the past, the logic behind global supply chains was deceptively simple: source components where they were cheapest, assemble products where production was most efficient/ economical, and sell where demand was strongest. This model, refined over decades, essentially prioritised cost and scale above nearly all other considerations. Yet, in recent years, geopolitical pressures, technological competition

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Scandium Stockpiling: the new minerals arms race

Articles / Canada, China, Due Diligence, exports, minerals, risks, Russia, scandium, supply chains, USA / 10/2025

Scandium has quietly shifted from an obscure industrial input to a geopolitical bargaining tool. In mid-2025, Beijing brought it under its export licensing system, meaning buyers now wait longer and face tougher approvals. The EU reacted in July with a formal resolution criticising the move, underlining how even minor minerals are being pulled into bigger

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Laos, China and the Corridor

Articles / Australia, China, Due Diligence, European Union, Foreign investment, Global trade, Japan, Laos, risks, Southeast Asia, trade corridor, United Kingdom, USA / 09/2025

Since the China Laos Railway (CLR) began service in December 2021, Laos has shifted from a land-locked cul-de-sac to a viable overland bridge into China and, by extension, East Asia and Europe. Throughput is climbing with the line moving close to 3 million tonnes in the first half of 2025, up 8.8% year-on-year, indicating deeper

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