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.…
Dual paradox coiled inside China’s $1 trillion trade surplus
China just notched a historic milestone: a trade surplus exceeding US$1 trillion in 2025, with exports up 5.4…
Why Bangladesh just fired the man who saved its economy
Just as fragile investor confidence was beginning to return to Bangladesh after months of political upheaval, the abrupt…
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…
A stable and smart BRICS route to de-dollarization
By any honest reading of history, the international monetary system was never neutral. It was a political settlement,…
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…
BRICS laying first tracks for new global payment system
As India prepares to host the BRICS summit later this year, the focus will be on a payment…
Greenland crisis is Asia’s crisis, too
Asia should pay close attention to what markets are signaling on the Greenland crisis. Distance offers no protection…
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.…