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The Economy Markets

David O'Neill

FDI now succeeds by linking into global value chains, not by expanding domestic production German investment in China uses local labor and efficiency while value stays global Policy should shape how FDI integrates into chains, not just how much arrives

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Lukas Reinhardt

The early-2020s inflation surge was driven by energy and supply shocks, not monetary excess Energy costs set off pricing cascades and productivity losses across key sectors Policy should prioritize supply resilience over demand tightening <

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Stefan Schneider

Moves to redesign U.S. production cost structuresLabor relations emerge as a key variable shaping adoption speed

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Tyler Hansbrough

Vietnam Steps Up Efforts to Foster the Rare Earth Industry, Moves to Overhaul Regulatory Framework Expansion of the Mining Value Chain to Absorb Surging Global Rare Earth Demand South Korea, the United States, and the EU Move Early to Establish Cooperative Ties With Vietnam

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Stefan Schneider

EU brings satellite-based infrastructure into the security domainEarly warning without interception contrasts with the U.S.-style space shield

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Aoife Brennan

China’s biotech sector has sharply expanded its market presence on the back of government support Surpassing the U.S.

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Anne-Marie Nicholson

Ambition to build space-based data centers Solar power and laser communications A solution to power shortages and land constraints Elon Musk has put forward the construction of space-based data centers as the strategic rationale behind the

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Niamh O’Sullivan

Unified decision-making, reporting, and collaboration frameworkKorean-language–centric system overhauled to global standards

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Siobhán Delaney

Takayichi, the ‘Female Abe,’ Seeks the Revival of Japan’s Self-Defense Forces Trump’s Rare Intervention in an East Asian Ally’s Election Boost to Policies Envisioning Japan as a ‘War-Capable State’ U.S.

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Niamh O’Sullivan

Policy language hardens around “reducing dependence on the opposing bloc”Repeated boundary-setting weakens the premise of an integrated market

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Stefan Schneider

January sales more than double Tesla’sExports–dealers–local production lift awareness

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Stefan Schneider

Spending capacity intact, but purchase decisions delayedLocal brands gain ground as buying criteria shift

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Matthew Reuter

SK Hynix confident in defending HBM leadership on the back of high yields and mass-production experience Samsung Electronics opts for aggressive design, secures early HBM4 initiative through performance gains As competition heats up and supply chains begin to shift, is Nvidia the ultimate beneficiary?

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Tyler Hansbrough

With “one in three citizens elderly,” Japan’s aging accelerates, heightening labor shortage risks Tokyo steps up institutional reforms as industries extend, abolish, and reconfigure retirement systems Major economies move in lockstep on retirement age extensions, signaling a global labor market shift

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Aoife Brennan

Melania Trump Steps Into the Spotlight With Documentary, Shedding Her Reclusive Image The First Lady as a Brand, Captivating Middle-Aged American Women The Launch of the ‘Melania Business Model’ Spanning Media and Luxury

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Anne-Marie Nicholson

Soaring Approval Ratings Ahead of Snap Election Expansionary Fiscal Push Without Clear Funding Plan Markets Amplify Distrust Over “Fiscal Discipline Erosion” Prime Minister Sanae Takaichi of Japan/Photo=Liberal

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Niamh O’Sullivan

U.S. visa tightening cuts off long-term settlement pathsIndia absorbs returning talent as a core growth asset

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Siobhán Delaney

Nvidia Signals Possible Reduction in OpenAI Investment OpenAI Reviews Adoption of Rival Products Tensions Emerge as Both Sides Seek Alternative Partners The long-standing alliance between OpenAI, the developer of ChatGPT, and Nvidia, the lea

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Niamh O’Sullivan

Despite a $6 billion loss, Ford opts to “keep the factories”Battery strategy shifts away from EVs

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Ethan McGowan

Europe’s problem is not a lack of firms, but a system that keeps them small An EU federation is best understood as industrial infrastructure, not constitutional ambition Without enforced market integration, Europe will keep exporting its champions instead of building them

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