When Allies Seize Assets vs. When Adversaries Do: The Netherlands Chips Case and the Ideology Premium in Action

By Juncture Policy | October 13, 2025 | Updated November 15, 2025 Dutch Economic Minister Vincent Karremans faced a choice that would have triggered international sanctions if made by a developing country leader: invoke emergency powers to seize operational control of a foreign-owned semiconductor company. On October 13, 2025, he did exactly that—taking control of … Read more

Peru’s Neo-Colonial Compact: The Minimum Viable Democracy for Capital Flows

Peru's Neo-Colonial Compact: Democracy Optional for Capital Flows

Policy Brief By Juncture Policy ResearchOctober 12, 2025 Following the October 10, 2025 impeachment of Dina Boluarte, José Jerí was sworn in as Peru’s seventh president since 2018, facing an immediate investor relations problem at 12:47 AM. His predecessor governed with a 4% approval rating. According to Peru’s National Police, reported extortion cases rose more … Read more

Argentina’s Preferential Treatment: When Leadership Chemistry Shapes Financial Diplomacy

Juncture Policy Argentina

Policy Brief | Reading Time: 7 minutes Author: Walter Guevara Update (November 12, 2025) Since this analysis was published, events have validated rather than contradicted our framework. The IMF approved Argentina’s $20 billion Extended Fund Facility in April 2025 with $12 billion immediate disbursement. Mid-year reviews documented “rapid disinflation, solid economic recovery, and incipient improvements … Read more