The Economy Markets

Japan expected to intervene if rates riseYen-carry liquidity could evaporate rapidly

Big Tech Races to Build Its Own AI Chips, From Google to Amazon and Microsoft NVIDIA’s Grip on the AI Chip Market Brings Soaring Prices and Supply Delays OpenAI Teams Up With Broadcom, Aiming to Cut Costs by 30% Compared With NVIDIA GPUs A shif

Yanolja’s targeted corporate valuation reaches up to USD 10.3 billion Accumulated deficit approaches USD 2.05 billion, financial burden persists To avoid becoming “another Coupang,” profitability must be proven Photo

China attempts to isolate Japan on the diplomatic stageCorporate efforts overshadowed by deep reliance on China

European Countries Rapidly Expand Defense Spending Fiscal Deterioration and Stagnant Growth Raise Alarms Over Economic Security U.S.

Unprecedented Joint Declaration Adopted on Opening Day of G20 Summit European and Asian Leaders Attend Despite Trump’s Boycott Reaffirmation of Multilateralism Against U.S.

Desktop dominance gives way to a data-center reversalCompetition reshaped across PCs, mobile, and AI

EU digital regulation simplification will shape Europe’s tech power Fragmented rules now act as an uncertainty tax on digital innovators The article urges clear, one-stop rules that turn high standards into an advantage.

The article expands actuarial neutrality from pensions to the whole public budget It shows how early retirement weakens tax revenues, pension capital, and debt sustainability It urges linking retirement-age rules to public-finance neutrality while protecting vulnerable workers

US tariffs pushed Chinese exports through Southeast Asia instead of stopping them Factories and supply chains there still rely heavily on China Trade policy must target real value chains, not just flags on shipping labels

The US relies on an H-1B talent pipeline its schools cannot replace New H-1B fees push global talent toward rival countries building strong education–innovation systems Without opening visas and fixing public education, the US will lose its tech edge

Rearmament budgets and backlogs—not civilian optionality—drove the valuation surge Dual-use R&D earns its premium by de-risking delivery and scaling deployable systems Policy should fund deployability, embed compliance, and protect targeted spillovers

Military spending is surging, and the Russia–China axis tightens A Germany–Japan security alliance is lawful, networked, and unlike the 1930s Link logistics, energy, and industry to turn budgets into credible deterrence In 2024, th

The sovereign green bond premium is tiny and unstable Real value comes from standards, disclosure, and crowding-in private capital Treat the greenium as a signal; cut project risk with credible frameworks and predictable pipelines

AI4 expected for the first Robo-taxi “Cybercab”Samsung joining production adds a new variable

China Denounces Takaichi’s Remarks as Interference in Internal Affairs “China Retains Ample Retaliatory Measures Against Japan” Most Powerful Option Still on the Table: Rare-Earth Sanctions China has escalated its multidimensional retaliati

Q3 Record for Overseas Investment Persistent Capital Outflows amid Weakened Korean Fundamentals Reversal Requires Restoration of Investment Appeal Korea’s economy is facing mounting concerns as the won-dollar exchange rate continu

Japan frames shipbuilding as a core economic-security sectorTargets advanced vessels to secure U.S. Navy contracts

Global EV Battery Production Far Exceeds Demand China-Driven Oversupply and U.S.

Designation of Gwangyang as an Industrial Crisis Response Zone High-value transition deemed essential, but electricity costs render ambitions unattainable Industry frustration mounting over ‘half-measures’ in steel support policy