The Economy Markets

China mobilizes state-led investment and infrastructure U.S.

Shrinking international support and fiscal constraintsTalks enter phase of fine-tuning terms with Russia

China’s J-10C falters in maneuvering against India’s Rafale fighters In May, Rafales were reportedly downed by Chinese-made jets and missiles Global arms demand looks for new suppliers, with some shifting toward South Korea The competit

Accumulating AI investment excess distorting capital structures Growth illusion created by supply leading demand An imminent value repricing phase for the AI industry Concerns over an “AI bubble” driven by overheated investment in the artif

Pricing and mass-production capacity offset earlier weaknessesPotential opening of a Samsung–SK Hynix duopoly

China centralizes iron ore power Simandou adds leverage and options Train procurement to protect budgets In late 2025, China, which accounts for almost three-quarters of the world's seaborne iron ore trade, showed its str

Raise base pay to close gaps and stabilize schools Use low-bias bonuses to retain high-impact teachers in hard posts Pair pay reform with clean screening and clear metrics to lift quality We’re facing a serious probl

Leadership brings the trading edge; power beats tips Buys precede contracts, sales precede heat—disclosure failed Ban lawmakers’ individual stocks or require true blind trusts Here's the thing that screams out at

Mining access secured in exchange for security supportPeace mediation, stability, and national reconstruction as justification

Ionic MT Confirms North America’s Largest Estimated Rare Earth Deposit China Controls the Entire Global Value Chain, Making a Rapid Reset Unlikely Trump Administration Expands Private-Sector Investment to Pursue “Rare Earth Self-Sufficiency”

China’s Vanke faces a default scare after creditors reject a debt-extension plan China’s property market stays in a deep chill—transactions freeze, prices slide, listings pile up Beijing vows to build a “strong domestic market,” doubling down on stimulus

South Korea bets on technological edge, accelerated delivery, and whole-of-government coordination as its decisive play Germany counters with a long-horizon package tied to Norway and an industry-linked counteroffensive EU moves to harden intra-European self-sufficiency underpinned by the SAFE fund

Targeting a simultaneous rebound in memory and foundryTSMC raises prices backed by near-monopoly power

Unanimous Economist Call for a Hike, Political Green Light and Recovery Cement Move to 0.75% With 10-Year JGB Yields Pre-Pricing at 1.97%, Yen-Carry Unwind Shock Likely Contained; Crypto Markets Brace for Higher Volatility As “Super-Weak Yen” Fades, Korea’s Autos and Shipbuilding Eye Competitiveness Rebound, but Won-Yen Co-Movement and Technology Gap Remain Constraints

Japan joins the humanoid race late after ceding early ground to China China leads the humanoid market on volume, but questions linger over performance Shunning EV hype, Japan again bets on perfectionism in humanoids Japan, long a leader in r

Emphasis on legitimacy, self-confidence, and principlesTechnological great-power status feeds diplomatic confidence

China’s AI sector leans on open-source models to boost access and flexibility “Always guessing, even when unsure”: hallucinations remain a stubborn flaw As performance converges, trust goes to firms that rein in AI hallucinations China is incr

Companies Racing to Cool Data Centers Liquid Cooling as the Core of AI Data Centers Toward High Latitudes, the Seabed, and Space in Search of Cooling Advantages As artificial intelligence (AI) technologies expand at an explosive pace, data

US fiscal sustainability is strained; interest now tops defense Italy rebounds with primary surpluses; France lags with 5%+ deficits A near-term US primary surplus would stabilize debt and shield education Interest

Xiangshan Forum is China’s planning room for global governance Beijing fuses hard power and finance to shape rules Education must teach Xiangshan-era governance, standards, and AI/security The Xiangshan Forum, held