China

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 ·
Energy Geopolitics

Russia Condemns U.S.-Israeli Strikes on Iran, Exposing Limits of Moscow-Tehran Alliance

Moscow's rhetorical condemnation of the attacks reveals the transactional nature of its relationship with Tehran, as energy markets brace for retaliation across a region that supplies 20% of global oil.

8 min read ·
AI Geopolitics

OpenAI Secures Pentagon Deal for Classified AI Deployment After Rival’s Expulsion

Agreement follows Trump administration's ban on Anthropic, marking OpenAI's evolution from military prohibition to defense partner amid escalating U.S.-China technology race.

8 min read ·
AI Geopolitics

Chinese Official’s ChatGPT Diary Exposes Global Intimidation Network

A law enforcement operative inadvertently documented transnational repression operations using OpenAI's platform, revealing how Beijing weaponizes LLMs for surveillance and coercion.

8 min read ·
Geopolitics Technology

NASA Pivots Artemis Timeline to 2028 as China Lunar Ambitions Escalate Space Race

Administrator Isaacman announces two potential crewed landings in 2028, accelerating timelines amid strategic pressure from Beijing's 2030 target.

8 min read ·