The Economy Markets

Expansion of Yuan’s Share in Russia’s Trade and Finance Deepening Dependence on China Through Resource Investment and Financial Support Acceleration of Asia’s Financial Multipolarity and the Fracturing of Dollar Hegemony

Trump Trade Advisor: “If Tariff Policy Is Overturned, America Is Finished” Massive U.S. Fiscal Deficit Covered by Tariff Revenues? Tariff-Driven Inflation Intensifies, ‘Sneakflation’ Fears Spread A senior U.S.

Companies Paralyzed by Uncertainty Difficulties in Relocating Investment Tariff Shock Erodes ‘China Plus One’ Strategy President Donald Trump’s much-touted “China exit” reshoring strategy is showing

Rapid advancement in Chinese semiconductor equipment technology, qualitative improvements Growing presence in front-end processes with high technological entry barriers Japan losing ground, ceding second place to Europe Ins

Incentives, not ideology, will decide the dollar–RMB digital race Regulated dollar stablecoins scale; e-CNY stays domestic as China tests HK yuan stablecoins Regulate tightly and pilot cross-border payments in education and trade—measure, don’t mandate

Aging turns housing scarcity into surplus New-build bias sidelines older homes and erodes value A 'refurbish-first' policy can turn empty properties into affordable assets

Southeast Asia needs a maritime compact, not an Asian NATO Prioritize shared surveillance and coast-guard rules Outside partners support; ASEAN states lead

Tariffs framed as job protection often act instead as taxes on critical inputs Employment in U.S.

Misapplied memories of past crises distort investor behavior and delay recovery Overshooting stems less from ignorance than from faulty analogies that amplify panic or euphoria Policy should focus on structural safeguards and qualified capital, not generic history lessons

Dollar stablecoins hold near-total global dominance Only HKD and JPY can credibly counter in Asia Success depends on fast, disciplined execution

Korean Small Businesses Turn Away from Coupang and Naver, Build Their Own Online Stores Running their own platforms eliminates commission fees and strengthens branding "But not always a success" — Nike lost competitiveness after adopting a D2C strategy

Fatigue Over Diversity Messaging Spreads The Limits of “Woke Capitalism” Exposed Diversity Experiments in Media Fall Flat Source = Cracker Barrel Cracker Barrel, a Tennessee-based restaur

U.S. to establish a national economic security fund using investments from Korea and Japan. Fund, created through tariff negotiations, channels capital into Hanwha’s U.S.

“China’s Nvidia” Cambricon has seen its results improve since late last year. Adoption by domestic big techs such as DeepSeek is driving a surge in AI chip demand. Major players including Huawei and SMIC are focusing on expanding production capacity.

Rise of ‘Disposable Software’ Driven by AI Advances Automation of Code Writing, Review, and Debugging AI Supplanting Developers, Triggering Layoffs Across IT Sector A new era of “disposable software,” enabling individuals to swiftly create cus

China’s Huawei and SMIC push to expand production facilities. Smuggling reportedly rampant as firms seek to reduce reliance on Nvidia. DeepSeek and ByteDance make strong advances in the AI software market. Chinese companies are accelerating

Logistics Industry Paralyzed by New Trade BarriersLatin American Drive for Industrial Protection Ends in Tariffs

Trump accelerates U.S.

Risk Burden in Managing a Won-Pegged CoinLimited Use Due to Lack of Demand

Operating profit shrinks by $3.7 billion in Q2 Double burden of tariffs and exchange rates sparks alarm among corporates Yen could strengthen into the high 130s against the dollar The unexpected appreciation of the yen is emerging as a headwi