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Capital, Conflict & Capacity: Investor Briefing for Sep 19, 2025
Today’s briefing (2025-09-19) connects three fronts where capital allocation meets geopolitics and industrial capacity: Europe’s new defence private‑credit channel, shifts in Taiwan arms financing, the Philippines’ upskilling push, a potential Wall Street “information drought,” and mixed signals across Asian FX. Together, these dynamics shape risk, return, and