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Romerus
@romerus.bsky.social
Crafting global clarity.
🇰🇷 South Korea’s arms exports surged 140% in 2 yrs. Fast delivery, no ITAR strings. Poland, UAE, SEA are all buying in. This isn’t tactical—it’s structural. Seoul is exporting influence, not just weapons.
#Geopolitics #Defense #AsiaRising #FDI #Romerus #SouthKorea
South Korea’s Arms Industry Is Quietly Becoming a Global Power — Romerus Report
South Korea is no longer just producing for its own defense. It’s exporting at scale, reshaping arms markets from Eastern Europe to the Gulf. And unlike other major exporters, it’s doing so with minim...
www.romerus.report
April 17, 2025 at 5:48 PM
Capital flight is the new contagion.
Not credit risk. Not leverage.
$18.7B fled EM debt in one month.
Tariffs, retaliation, and reserve hoarding are nuking FX stability.
Central banks are boxed in.
Old tools don’t work.
Capital mobility is now political.

#geofinance #FX #emergingmarkets #Romerus
Capital Flight, Not Credit Risk, Is the New Contagion — Romerus Report
Tariffs are weaponizing capital flows and exposing the limits of central banks. Liquidity is fracturing in politically isolated markets—and the old risk models no longer apply.
www.romerus.report
April 17, 2025 at 4:05 PM
Gulf private capital is quietly redrawing the global financial map.
From family offices in Dubai to sovereign-adjacent funds in Riyadh, a new class of shadow banks is moving fast, off-balance sheet, and across borders.
This isn’t just alternative finance—it’s an unregulated edge.
The Gulf’s Quiet Takeover of Global Finance — Romerus Report
As Western banks retreat from riskier markets, Gulf nations are stepping in with billions in private credit, direct lending, and infrastructure financing. Sovereign wealth funds from Saudi Arabia, the...
www.romerus.report
April 16, 2025 at 7:10 PM
🚢 Shifting trade winds are reshaping global logistics. 🌐 Mexico’s Isthmus of Tehuantepec megaproject—a $20B corridor linking the Pacific and Atlantic—emerges as a bold alternative to the Panama Canal. This is a potential game-changer for global trade routes. 📈 #Mexico #EmergingMarkets #BeltAndRoad
Shifting Trade Winds: Mexico’s New Strategic Corridor — Romerus Report
Mexico’s ambitious megaproject is set to disrupt global trade dynamics by offering a competitive alternative to the Panama Canal. With upgraded railways and modernized ports, this $20 billion initiati...
www.romerus.report
December 13, 2024 at 6:34 PM
Let’s dive right in: Ethiopia's Renaissance Dam and the future of Africa’s water and power. 💡🌊 #HelloWorld #Geopolitics #Africa
Power, Leverage, and Risk: The Grand Ethiopian Renaissance Dam — Romerus Report
The Grand Ethiopian Renaissance Dam (GERD) is reshaping power dynamics in the Nile Basin, simultaneously positioning Ethiopia as a regional energy hub while intensifying geopolitical risks for Egypt a...
www.romerus.report
December 7, 2024 at 12:01 AM