Cranganore synchronizes its worldview with political risk, both positive and negative in impact. We help investment analysts to master sharp changes in their outlook for portfolio holdings.
The World Bank just notched up growth expectations for Mexico, with economic momentum shifting to a still-modest 0.5% in 2025. Marginal improvement since the mid-year outlook is still below the 1.5% growth for the year that was forecast in January.…
Commercial shipping between the Mediterranean and Indian Ocean begins to see more normal patterns, as once-looming Houthi rebels suspend their unconventional, if not deadly, toll practices at Bab al-Mandab. The head of the Suez Canal Authority affirms that as many…
El Segundo, California is trend forward in the innovation business. The near-LAX city is an unlikely spigot for the next generation of American startups. Venture capitalists find fresh opportunity there in military-related projects, channeling patriotism. Silicon Valley once considered investing…
American politics and American business converge at the Mexican border. In the popular imagination, we find it peculiar that the crossing is viewed as some sort of national liability. The obvious rebuttal is that Mexico is now the largest US…
An unfolding policy of stationing US Marines onboard commercial oil tankers transiting the Strait of Hormuz seems dangerously theatrical. The approach threatens a direct confrontation between the US and Iran. That analysis, however, may be too simple. As the world’s…
With no long-range strike capabilities, Australia may be set to purchase a squadron of B-21 Raider stealth aircraft from the United States. No official announcement has been made, in part because the B-21 Raider will be unveiled publicly by contractor…
Hidden behind the January 6 proceedings, something else extraordinary is happening on Capitol Hill. And many American businesses seem unaware of its implications. Congress is batting around legislation that would formalize an outbound foreign investment review process with sweeping implications…