Economy & Markets
Asian central banks, currencies, trade flows, commodities and the supply chains wiring the Indo-Pacific.
Why Europe Must Build High Trade Barriers Against China's Export Machine
China's state-subsidized export drive threatens Europe's defense and high-tech sectors. The OECD finds subsidies drove 60% of China's market
Why Memory Chip Giants May Have Reached a New Profit Plateau
Three memory makers are on track to earn over $100 billion each in profits, yet the investment world still dismisses them as commodity stock
Trump's New Tariffs Hit Asia at a Moment of Maximum Economic Strain
Donald Trump has revived his tariff agenda with new levies on 60 countries, targeting China, India, Japan, South Korea, and others. The move
Beijing Warns of Retaliation as EU Prepares for 'China Shock 2.0'
Beijing has warned it will retaliate if the EU imposes new trade restrictions, as Brussels calls for a coordinated response to what it terms
Is the Strait of Hormuz the US Dollar's Suez Moment?
The Strait of Hormuz crisis echoes the Suez Canal nationalization of 1956, which hastened the British pound's decline. With US debt above 12
Markets Misread Nvidia's PC Push: The Real AI Shift Is Productivity, Not Chips
Nvidia's AI PC push at Computex is not about chips—it's about a productivity-driven hardware replacement cycle. With 1.5 billion pre-AI PCs
Silicon Shock: How AI and Cloud Costs Are Rewriting Global Inflation
US software and accessories prices surged 73% annualized, breaking a 25-year deflation trend. Japan's digital trade deficit hit a record ¥7
A Credible Path to Chinese Financial Liberalization Through Adaptive Rules
China's financial policymakers face a dilemma between deeper global market integration and the risk of instability. A proposed Adaptive Capi
How the Americas Are Reshaping Global Oil Markets Amid the Iran War
The Iran war has disrupted flows through the Strait of Hormuz, yet oil prices have remained around $100 a barrel. Rising production from the
Taiwan's AI-Driven Stock Surge Raises Bubble Concerns Across North Asia
Taiwan's stock market has overtaken India to become the world's fifth-largest, driven by a 46% surge in TSMC shares. The AI boom has lifted
US-China AI Race: Frontier vs. Deployment Defines the Next Phase
The US leads in frontier AI models and capital spending, but China excels in deployment and diffusion. This distinction between invention an
Australia Balances US Alliance and China Ties in Rare Earths Push
Australia ordered six Chinese-linked investors to sell their stake in Northern Minerals. The government also committed to buying rare earths