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What just happened in Venezuela could be one of the most consequential moments in modern geopolitics. The US military operation that captured Venezuelan President Nicolás Maduro and flew him to the U.S. to face federal charges isn’t just a headline as it sets a dangerous precedent. This breaks the modus operandi of regime shifts engineered by external forces! In this video we unpack: 1) Why this matters: This isn’t a standard arrest or sanction; it’s a direct intervention on sovereign territory and world leaders are now asking themselves a stark question - If it can happen in Venezuela, it can happen anywhere. The world leaders may be worried! 2) The great-power ripple effects: A safe neighborhood This action potentially legitimizes Russia’s narrative on Ukraine, giving Moscow a powerful talking point against Western criticism and may be the contours of peace plan involves Ukraine giving up some of its areas. And further east, it provides China with a playbook for pursuing its reunification objectives with respect to Taiwan. The Multi-polar world is here! 3) Markets shrugged and here’s why: Despite the seismic political shock, global traded assets barely reacted. Traders appear to believe that access to Venezuela’s vast oil and resources outweighs the instability. 4) A new global arms race: With US showing interest in Greenland, post WW-II alliances are in strain. His event accelerates a 21st-century arms race unlike anything we’ve seen, where intervention capability and rapid strike forces become the ultimate geopolitical currency. May be this is the trigger that shifts flows away from AI. Global manufacturing will be back and so would be the demand for industrial commodities. Will also be positive for EM equities (the commodity producers - not India) ╔═╦╗╔╦╗╔═╦═╦╦╦╦╗╔═╗ ║╚╣║║║╚╣╚╣╔╣╔╣║╚╣═╣ ╠╗║╚╝║║╠╗║╚╣║║║║║═╣ ╚═╩══╩═╩═╩═╩╝╚╩═╩═╝ #stocks #maduroarrest #usforeignpolicy #donaldtrump #geopolitics #armsrace #russiaukrainewar #china #defencenews #world #internationalnews