China moving early as confidence in US debt frays
China is urging its biggest banks to curb their exposure to US Treasuries, a calculated intervention in the…
Economic nationalism giving rise to a zero-sum world
The world we inhabit today bears little resemblance to the one imagined by the architects of the global…
Silicon shock is the big ‘26 theme
In the early 2000s, the world of fine spirits broke. Demand for aged whiskey and fine wine exploded…
China slashes hundreds of tariffs in strategic trade war twist
Beijing’s December 29 announcement of the 2026 Tariff Adjustment Plan provides a clear window into the priorities of…
First and second largest economies in charts and figures
One is the loneliest number that you’ll ever do.Two can be as bad as one.It’s the loneliest number…
Why the IMF thinks China has a zombie problem
During her recent visit to Beijing, International Monetary Fund head Kristalina Georgieva connected the dots between China and…
How US manufacturing was gutted with a smile
Disarm you with a smile And cut you like you want me to Cut that little child Inside…
China’s big layoff wave now buffeting its tech sector
China’s long‑running wave of corporate layoffs is spreading from manufacturing and property to the technology sector, with some…
China aims for twin-track use of Nvidia H200 amid back door fears
Beijing appears to be softening its stance on Nvidia’s H200 graphics processing units (GPUs), with Chinese policymakers and…
Hong Kong is China’s most underestimated strategic asset
It has become fashionable in some circles to speak of Hong Kong’s decline. The narrative is familiar: geopolitical…
China’s cultural advantage in the AI Age
As artificial intelligence (AI) surpasses human capability, the societies best positioned to steer superintelligence will not be the…
Softbank’s Nvidia dump signals return of ‘The Big Short’
Masayoshi Son’s sudden U-turn on chipmaking sensation Nvidia is fueling a bull market in questions about what, oh…