NVIDIA’s $2 billion sprinkler remaking the AI supply chain
These days, it seems that if NVIDIA needs something to be secured, it writes a US$2 billion check.…
Nvidia chip curbs turn Singapore into AI hub for China
The United States’ export controls aimed at restricting China’s access to Nvidia’s advanced artificial intelligence chips are unlikely…
Beyond hope and hype: five certainties in the AI storm
The just-published Anthropic paper by Massenkoff and McCrory is a genuinely careful, well-intentioned and much-needed piece of work.…
Superintelligence is already here and now
People argue back and forth about when artificial superintelligence will arrive. The truth is that it’s already here.…
China building a different AI future than the West
The headlines are predictable by now. The United States restricts chip exports. Chinese labs release competitive models. Pundits…
IMF rebukes China’s model with its own credibility in tatters
As the International Monetary Fund takes China to task, the world’s “lender of last resort” is grappling with…
Lee’s AI-fueled Kospi boom masks reform evasion
By one metric, Lee Jae Myung’s eight months as South Korean president have been a smashing success, with the stock…
Economic nationalism giving rise to a zero-sum world
The world we inhabit today bears little resemblance to the one imagined by the architects of the global…
Markets losing faith in Prabowo’s grasp of economic reality
As economic bookmarks go, Indonesia’s stock market enduring its worst rout since the 1997-1998 Asian financial crisis is as ominous…
Greenland crisis is Asia’s crisis, too
Asia should pay close attention to what markets are signaling on the Greenland crisis. Distance offers no protection…
China’s huge trade surplus brings limited boost to forex reserves
China’s trade surplus surged to a record in 2025, even as United States President Donald Trump launched a…
Anatomy of an economic suicide: Venezuela under Maduro
This report is not a political manifesto; it is an economic autopsy. It’s about the arithmetic of ruin.…