Nvidia chip curbs turn Singapore into AI hub for China
The United States’ export controls aimed at restricting China’s access to Nvidia’s advanced artificial intelligence chips are unlikely…
Beyond hope and hype: five certainties in the AI storm
The just-published Anthropic paper by Massenkoff and McCrory is a genuinely careful, well-intentioned and much-needed piece of work.…
China building a different AI future than the West
The headlines are predictable by now. The United States restricts chip exports. Chinese labs release competitive models. Pundits…
IMF rebukes China’s model with its own credibility in tatters
As the International Monetary Fund takes China to task, the world’s “lender of last resort” is grappling with…
Lee’s AI-fueled Kospi boom masks reform evasion
By one metric, Lee Jae Myung’s eight months as South Korean president have been a smashing success, with the stock…
Reality behind Trump’s tariffs, AI job losses and Japan’s debt
Welcome to another roundup of interesting news and events from around the econosphere, from my traditional, 100% handcrafted…
Markets losing faith in Prabowo’s grasp of economic reality
As economic bookmarks go, Indonesia’s stock market enduring its worst rout since the 1997-1998 Asian financial crisis is as ominous…
China’s huge trade surplus brings limited boost to forex reserves
China’s trade surplus surged to a record in 2025, even as United States President Donald Trump launched a…
Anatomy of an economic suicide: Venezuela under Maduro
This report is not a political manifesto; it is an economic autopsy. It’s about the arithmetic of ruin.…
US debt surge leaves China, Japan holding the bag in 2026
TOKYO — A trillion here, a trillion there and pretty soon you’re talking about real money. This, with…
China’s Hainan Free Trade Port heralds new era of openness
An iPhone that costs about $100 less might not sound like a trade policy story, but in China’s…
China Vanke default watch is Xi’s moment to let markets lead
As 2025 ends and 2026 approaches, Fitch Ratings is reminding China investors why it may be time to…