China

AI Geopolitics

China Weaponizes AI Development to Build Fortress Economy Against US Controls

Beijing's semiconductor push explicitly frames technological self-reliance as existential national security priority, converting export restrictions into accelerant for indigenous innovation.

9 min read ·
Geopolitics

Europe’s ‘Made in Europe’ Gambit Risks Fracturing Western Supply Chain Alliance

Brussels unveils local-content mandates as UK and allied partners warn of friend-shoring fragmentation

8 min read ·
Geopolitics Macro

Japan and US Prepare Nuclear Project for $550 Billion Infrastructure Deal

Tokyo's landmark investment package adds atomic power component, marking Japan's strategic reversal fifteen years after Fukushima as energy security trumps domestic opposition.

8 min read ·
Geopolitics Markets

Beijing Lowers Growth Target to 4.5–5% as Xi Consolidates Economic Control

China's National People's Congress sets 2026 GDP target range, maintains 4% fiscal deficit, and accelerates tech-first strategy under centralized Party leadership.

9 min read ·
Geopolitics Macro

China’s Cash-for-Babies Program Fails as Population Crisis Deepens

Beijing's nationwide subsidy scheme has done nothing to halt a demographic collapse threatening economic stability and geopolitical power.

8 min read ·
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 ·