By Priti Sharma
Mumbai-based editor covering Asian markets, the rupee, the yuan, central banks and regional supply chains.
Bond markets signal inflation fears persist despite Fed's tightening
The US Treasury market is signaling that inflation is far from tamed, with TIPS selling off sharply. Rising yields reflect persistent price
Asia's energy security can't rely on bypass pipelines alone
Most Hormuz oil and LNG go to Asia, but bypass pipelines can only replace a fraction. Recent Saudi pipeline attacks show backup routes share
Bangladesh's energy crisis demands pragmatism over ideological purity
Bangladesh faces a severe energy shortfall as domestic gas production lags demand. The political left's long-standing opposition to foreign
Volkswagen-Gotion deal reveals limits of Europe's China de-risking
Volkswagen and Gotion High-Tech are deepening their battery partnership with cross-investments in Spain, Slovakia, and Morocco. The deal hig
China and India could anchor a BRICS open-source AI push
Xi Jinping's BRICS proposal for an open-source AI community aligns with India's push for accessible AI. Combining China's hardware muscle wi
Semiconductor innovation loops: why progress depends on the whole chain
Semiconductor innovation rarely pays off in isolation. Progress depends on memory, packaging, power, and other sub-sectors moving in sync. I
Why the AI 'intelligence explosion' may never happen
Futurist Ramez Naam challenges the popular 'fast takeoff' theory of AI. He argues that current feedback loops are too weak for a runaway int
Global bond markets face coordinated selloff as debt burdens soar
Government bond yields are spiking across the US, Japan, and Europe as investors reassess fiscal risks. Global debt has topped $365 trillion
Asia bears the cost as wealthy nations borrow like emerging markets
Global debt has surpassed $365 trillion, with G7 interest bills up 85% and yields at multi-decade highs. Asia, which funds much of this borr
Can prediction markets shape the outcomes they forecast?
Prediction markets allow trading on real-world events, with prices reflecting collective probabilities. Critics worry about manipulation and
How Washington surrendered rare earth dominance to Beijing
China controls 91% of rare earth refining, a leverage it has used in export controls. The US, once the top producer, now depends on Beijing
Philippines bets on Luzon corridor to fix its job-poor growth
The Philippines' economy grows, but jobs lag in productive sectors. The Luzon Economic Corridor, with the Pax Silica project, aims to shift