China

Macro

China’s Private Sector Factory Surge Hits Five-Year High as Divergence With Official Data Widens

Caixin PMI jumps to 52.1 in February, fastest expansion since December 2020, while state data shows contraction—a split that complicates PBOC policy calculus and signals uneven recovery.

7 min read ·
Geopolitics Macro

China’s Services Sector Hits 33-Month High While Western Peers Stall

February PMI surge to 56.7 signals consumption resilience despite property crisis, widening gap with manufacturing-led slowdowns across US and Europe.

9 min read ·
Geopolitics Technology

China’s 450 km/h Train Redefines Global Rail Competition

CRRC's CR450 prototype sets a new speed benchmark, widening the gap with Japan and Europe as Beijing leverages high-speed rail for Belt and Road exports.

7 min read ·
Geopolitics

Myanmar Junta Releases 7,300 Political Prisoners in Calculated Pre-Parliament Maneuver

Mass amnesty excludes Aung San Suu Kyi as military seeks legitimacy ahead of new parliament session and mounting regional isolation.

9 min read ·
Geopolitics Markets

Korean Equities Collapse 7% as Middle East Crisis Triggers Foreign Exodus

The KOSPI recorded its steepest decline in 19 months amid escalating geopolitical tensions and a sharp selloff by foreign investors.

8 min read ·
Energy Geopolitics

Iran Crisis Exposes China’s Energy Achilles Heel as Oil Hits $79

Strait of Hormuz disruption forces Beijing to confront decade of vulnerability despite 1.5 billion barrel strategic reserve.

8 min read ·
Geopolitics Technology

NIST Bars Foreign Scientists from Labs in Sharp Escalation of U.S. Tech Decoupling

New three-year cap on international researchers threatens to expel 500 scientists and erode America's position at the centre of global standards-setting.

9 min read ·
Geopolitics

Washington Locks Indonesia Into Trade Orbit as Nickel Becomes New Leverage Point

US-Indonesia reciprocal trade pact delivers concrete friend-shoring gains in critical minerals, testing whether tariff diplomacy can durably reshape supply chains dominated by Chinese capital.

9 min read ·
Geopolitics Technology

NASA Shifts Artemis to Annual Launches as SLS Cost Crisis Deepens

The agency will target 10-month launch intervals while pushing the first lunar landing to 2028, escalating scrutiny of the $4 billion-per-launch rocket.

8 min read ·
Energy Geopolitics

China’s Emissions Fall as Solar Surge Breaks Carbon-Growth Link

Historic decoupling sees CO2 drop 1% while electricity demand rises 5%, powered by 277 GW of new solar in 2024—more than rest of world combined.

7 min read ·
Geopolitics

China’s Two Sessions Open Under Shadow of Tech Ambitions and Economic Rebalancing

Global investors await signals from Beijing's annual parliamentary session on AI governance, semiconductor policy, and the size of stimulus measures as China attempts to balance strategic technology goals against a weakening consumer economy.

8 min read ·
Geopolitics Technology

China’s Humanoid Robot Dominance Widens as U.S. Struggles to Scale

Chinese firms now control 90% of global humanoid robot shipments, replicating the electric vehicle playbook while Tesla's Optimus remains in R&D and U.S. startups face deployment delays.

8 min read ·