Asia’s AI boom papering over underlying rust-belt economies
Walk through any major electronics hub in Shenzhen, Seoul or Taipei right now, and the neon glare of…
Is China really deflating deflation? It’s harder than Beijing thinks
TOKYO – China’s “deflation-is-over” narrative is getting louder, but the foundations are still shaky. Consumer prices rose 1.2%…
Salesman Trump leaves China with very little in his bag
Few things enrage Donald Trump more than being upstaged, particularly when he is on the biggest stage of…
US chasing AGI myth while China builds the AI future
The United States is increasingly organizing its artificial intelligence strategy around a concept it cannot clearly define, cannot…
Iran war pushing India to edge of a currency crisis
TOKYO — In Asia, no national leader has been more effective in spinning an underperforming economy than India’s…
Hainan Free Trade Port is the future of globalization
For decades, globalization was widely accepted as an almost inevitable trajectory. The more open an economy, the prevailing…
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…