The Economy Markets

Thin-file borrowers need fair data visibility Privacy should protect, not erase proof Better data rules can expand credit access A credit system can be digital and invisible.

China’s physical AI race is about reliable robot labor, not viral demos China has the scale and cost edge, as it did with EVs The hard test is quality, safety, and real factory use More than half of all industrial

Samsung Electronics Accelerates Strategic Overhaul and Restructuring of Appliance Business Amid China’s Rapid Advance, Seeks Breakthrough via AI- and IoT-Driven Premium Appliances European Premium Brands Anchored in Heritage and Quality, Direct Competition Remains Challenging

NVIDIA moves to diversify supply chain with Taiwan’s Nanya LPDDR5X Samsung Electronics and SK Hynix accelerate LPDDR6 development, but commercialization remains pending Competition intensifies in cutting-edge products such as SOCAMM2, dubbed the “second HBM”

U.S. Rejects Iran’s Three-Stage Proposal, Declares “Strait of Hormuz Is an International Waterway” Iran’s Oil Exports Crippled by Naval Blockade, Struggles to Sustain Production Base Prolonged Deadlock Turns Into ‘War of Time,’ With U.S.

$11.75 Billion Organon Deal Marks Largest Acquisition in Indian Pharmaceutical History Preparing for a ‘Biosimilar Golden Age’ Amid Intensifying Global Competition More Personnel, More Clinical Trials and Streamlined Reviews Pose Threat to Korean Biotech

Cracks in the U.S.-centric AWACS architecture, Saab-Bombardier alliance model emerges Defense spending increases and wartime-level rearmament reinforce Europe’s internal defense-industrial cohesion Sweden’s GlobalEye technological edge comes into focus, reshaping the next-generation AWACS competition

China’s NDRC Orders Withdrawal of Meta–Manus Deal Manus Remains Within China’s Regulatory Reach Despite ‘De-China’ Moves Global Trend of Intervention to Prevent Technology Outflows Gains Momentum Meta Platforms (hereafter Meta) has encountere

Samsung Electronics and SK Hynix are rapidly entering into long-term agreements (LTAs) with global big tech firms Supplier-favorable terms, including increased prepayments and minimum price guarantees, are being incorporated With major countries struggling in HBM competition, Korea’s advantage is expected to persist

U.S. economic risks mount as war drags on Strains emerge in cooperation with European and Asian allies Iran delivers proposal excluding nuclear program talks from initial negotiations An assessment has emerged that U.S.

End-of-the “Pacifist Japan” Scenario Expanded Justification for Defense Buildup Amid U.S.

Expansion of China’s EV Footprint in Global Markets BYD, Chery Set Record High Overseas Sales Reshaping the Landscape on the Back of a Fully Integrated Supply Chain Chinese electric vehicles are rapidly reshaping the global automotive landscap

“Call Us If They Want Talks”: U.S.-Iran Islamabad Peace Meeting Collapses U.S.

“Outperform Tesla”: China’s Xpeng Moves to Advance Autonomous Driving Accelerating Push Into Humanoids, Taking Tesla Head-On China’s EV Industry Turns From Bleeding Price Wars to Qualitative Growth Chinese EV startup Xpeng has thrown down the gaunt

LVMH’s First-Quarter Revenue Stagnates Middle East Conflict Shaves 1 Percentage Point Off Growth Kering, Hermès Also See Middle East Sales Decline Meanwhile, “Ultra-Wealthy Consumption” Remains Intact Global luxury companies ha

The Advent of a “Cheap and Fast” AI War Era SpaceX and Anduril Expand Their Presence in Defense U.S. Defense Procurement Reshaped as the Traditional Big Three Lose Grip U.S.

Deepening instability in global communications infrastructure Japan and EU accelerate security cooperation and joint response framework Arctic bypass route also pursued to secure strategic autonomy As geopolitical risks th

Aviation emissions are also a route-efficiency problem, not only a fuel problem Liberalisation can cut emissions per passenger, but it can increase total demand The best policy combines open routes with strict carbon rules

Global labour supply is now a measure of competitive strength The US and UK rebounded faster than France and Germany after 2010 France and Germany risk falling behind if skills, participation, and effective labour input rise too slowly

China is using South China Sea governance to normalize strategic control Scientific cooperation and treaty leadership can quietly support territorial ambitions The SCS and Taiwan are becoming one connected gray-zone battleground