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,…
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…
Why one-off tech controls won’t stop China’s moonshot
The White House’s AI Action Plan, along with tighter export controls on advanced chips and AI equipment, underscores…
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…
US or China: Whose bubbles will loom larger in 2026?
TOKYO — US President Donald Trump’s unusual fixation on criticizing the Federal Reserve is alarming policymakers and investors…
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…
Indonesia among big losers of the end of cheap yen
The Bank of Japan’s interest rate hike, raising the benchmark rate to its highest level in 30 years,…
Rupee’s slip testing Modi’s grip on India’s economy
In early December 2025, the Indian rupee fell past the important 90 mark against the US dollar for…