The Economy Markets
Japan’s US-led security path is politically safe but strategically costly A Taiwan war would turn Japan’s alliance posture into a major economic risk Japan needs deterrence with diplomacy, not automatic escalation A c
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Great powers built the old order, and they are now rewriting it Middle powers can stabilize rules, but they cannot enforce them alone The new global order will be shaped by leverage, not nostalgia Meanwhile, the United St
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Japan’s AI problem is not access to technology, but weak pressure to adopt it Corporate inertia reduces demand for AI skills across schools and universities Japan and parts of Europe risk missing the productivity gains of AI unless delay becomes costly
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US-Asia trust is weakening AUKUS has exposed a delivery gap Asian powers are building options The most revealing number in Asia this year is not a ship count or a tariff rate, or even a defense budget. It's 51.9 percent.
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EU and China to hold high-level trade working-level talks in France EU has continued to raise regulatory barriers over China’s industrial subsidies “With U.S.
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China’s J-10CE fighter achieved a clean sweep against the Eurofighter Typhoon in simulated engagements Europe’s delayed radar modernization and vulnerabilities in network-centric warfare exposed Drones emerging as a decisive element of advanced air combat, with the United States and China holding a clear advantage over Europe
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Chinese 6-inch SiC wafer prices plunge amid 8-inch migration and government self-sufficiency policies Global wafer supply chain remains vulnerable to surging demand and recurring shortages Sustained Chinese pricing advantage could reshape the competitive landscape
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Rising demand for solutions to post-weight-loss side effects Restaurant industry begins overhauling its strategies GLP-1 effects extending into behavioral change GLP-1-based obesity medications are reshaping the broader consumer economy far beyond th
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OECD takes aim at China’s state-directed economic model 60% of Chinese firms’ market share gains attributed to subsidies China reclassified as an economic security risk, raising prospects of a major industrial shock The Organisation for Economic
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Four Republicans Ultimately Break Ranks with Trump No Binding Force in Practice, Largely Symbolic in Nature Trump Also Searching for an Exit Rather Than Escalation
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Kuwait airport struck again by Iran just two days after resuming international flights Saudi Arabia and the UAE carry out covert retaliation against Iran after civilian infrastructure is damaged Global investors abandon the Middle East, while Dubai’s status as a financial hub comes under pressure
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Australia pours massive funding into AUKUS only to secure second-hand U.S.
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Alphabet seeks an $80 billion equity raise to fund AI infrastructure investments Aggressively tapping bond markets while sharing investment costs with outside investors Escalating AI arms race drives Big Tech to absorb mounting chipflation-related costs
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Total population falls by 3.09 million in five years as decline accelerates Children aged 14 or younger at 11.2%, people aged 65 or older at 29.4% Regional property markets cool as banks’ earnings base weakens Japan’s t
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Airport, Factory and Warehouse Deployment Turns Industrial Sites Into Humanoid Testing Grounds Productivity and Safety Validation Remain Inadequate as Expectations Outpace Reality Battery Innovation and Embodied Data Among Key Challenges Yet to Be Solved
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USTR Releases Section 301 Investigation Findings Tariffs Previewed Over Insufficient Forced-Labor Import Controls Move Pursued as Substitute After Reciprocal Tariffs Ruled Unlawful The administration of U.S.
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China’s tech-led growth shift is real, but its subsidy model is creating political backlash Europe now sees Chinese overcapacity as a trade and security problem Without fairer competition, China’s growth will face stronger barriers abroad
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LLMs can read financial news faster, but speed does not guarantee better prices The real risk is shared misreading, not just slow market reaction AI trading needs audit trails, uncertainty limits, and stronger governance A market
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AI is shifting gains from labour to capital Europe protects labour more; the U.S.
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Regional geopolitical risk is not a smaller version of global risk News-based indices measure exposure, language, attention and bias at the same time Europe needs a dashboard that compares global attention with local economic impact
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