The savvy logic behind Indonesia’s nickel squeeze
Indonesia mines more nickel than any other country, producing more than 60% of the world’s supply. For about…
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 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…
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…
US, China once had rare-earth aces in the hole but the US folded
“The Middle East has oil,” Deng Xiaoping is reported to have remarked. “China has rare earths.” Deng was…
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…
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…
China’s big layoff wave now buffeting its tech sector
China’s long‑running wave of corporate layoffs is spreading from manufacturing and property to the technology sector, with some…