“A New Global Alliance” Emerges! Xi–Putin–Kim–Modi Showcase Power in Beijing, Shaking World Trade and Financial Markets
“A New Global Alliance” Emerges! Xi–Putin–Kim–Modi Showcase Power in Beijing, Shaking World Trade and Financial Markets
Beijing, September 3, 2025 — Global finance and trade were in the spotlight as four major world leaders — Xi Jinping (China), Vladimir Putin (Russia), Kim Jong Un (North Korea), and Narendra Modi (India) — appeared together at the military parade marking the 80th anniversary of the end of World War II in Tiananmen Square. Many observers see this as a “historic first” signaling a new global order in both economics and politics.
Economic Alignment: From Energy to Technology
On this stage, China and Russia announced more than 20 cooperation agreements spanning energy, space, artificial intelligence, science, and modern agriculture. Meanwhile, North Korea and India drew attention as potential “strategic players” who could extend this framework into broader cross-regional trade and investment partnerships. If this alignment advances, the world may witness the rise of a powerful Asia–Eurasia economic axis, rivalling the US and Europe.
Global Markets on Edge: Equities, Currencies, and Commodities
Investors worldwide are reassessing risks:
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Oil & Gas: If Russia and China deepen structural energy cooperation, global reliance on Western supply could weaken, pressuring prices while boosting Asia’s strategic leverage.
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Asian Equities: Energy, infrastructure, and Chinese tech stocks may benefit, while European markets could face selling pressure as investors worry about intensifying competition.
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Currencies: The yuan and ruble could strengthen if bilateral trade expands outside the dollar system. Meanwhile, emerging Asian currencies may see heightened speculation and volatility.
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Commodities: Beyond oil and gas, gold and rare earths are seen as potential economic “weapons” should the alliance choose to exert supply chain control.
Investors Must Watch: A “New Economic War” Era
Xi Jinping’s speech warning that the world stands at a crossroads between “peace or war” was not only political but also an economic signal. It points to a readiness to build a parallel global trade system independent of the West. Should China, Russia, North Korea, and India advance this strategy, the world may enter an era of trade fragmentation that could fundamentally reshape global investment for years to come.