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…
China built Indonesia’s nickel boom. Will it stay for the bust?
When PT Gunbuster Nickel Industry (GNI) began operating in North Morowali, it represented everything Indonesia wanted its nickel…
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%…
How low will Indonesia’s falling rupiah go?
Indonesia’s psychological and economic guardrails officially cracked in mid-May when the rupiah plunged to 17,513 against the US…
China’s sovereign debt to debut in SE Asia’s largest economy
A landmark agreement allowing China to issue sovereign bonds in Indonesia’s domestic market on a reciprocal basis signals…
Petroyuan will mature in bursts of crisis
The petroyuan — oil and energy trades settled in Chinese yuan rather than US dollars — is not…
China Shock 2.0 jolts global economy as Trump does Xi’s work
TOKYO — On top of the tariffs, wars and inflation upending the global economy, US chieftains are grappling…
Ghosts of 1997 and 2008 stir as Iran spooks markets
TOKYO — Asia is seeing ghosts again. One apparition amid tight credit markets dates to the 2007-2008 global…
The rising risk of China turning Japanese
The world today is witnessing an unsettling sense of economic deja vu. Beneath the gleaming skyline of Shanghai…
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…