China’s Structural Slowdown: Real estate, debt & demographic drag
In Q3 2025, Services delivered $87.1B as Search grew 15% to $56.6B and Google Cloud climbed 34% to $15.2B with 23.7% margins.
34 min read
Geopolitics
Global power shifts, policy, and conflict risk feeding directly into markets.
India’s Economic Rise: Demographics, manufacturing & the equity boom
India is leveraging state-directed industrialization and multi-alignment to become a global manufacturing hub while navigating structural constraints.
35 min read
India’s Economic Rise: Demographics, manufacturing & the equity boom
India leverages its demographic advantage and state-directed industrial policy to transform into a global manufacturing hub and strategic power.
62 min read
Europe Rethinks Strategy Against Trump’s Greenland Pressure
European leaders face growing pressure to adopt tougher responses to Trump's aggressive actions over Greenland.
1 min read
Taiwan Secures US Trade Deal Amid Beijing's Strong Opposition
Taiwan wins reduced tariffs with the US, sparking Beijing's criticism and raising concerns at home.
2 min read
China’s Record $1.19T Surplus Signals Trade Rerouting
Exports shifted toward the EU and ASEAN as US shipments fell, raising 2026 trade-policy risks.
2 min read
China's Trade Surplus Reshapes Global Manufacturing Landscape
China’s growing exports deepen global supply chain reliance, challenging US efforts to diversify manufacturing.
1 min read
China’s Record $1.189T 2025 Surplus Fuels Tariff Risks
Exports rose 5.5% despite weak domestic demand, heightening fears of new barriers and probes in 2026.
2 min read
China CPI Hits Three-Year High as PPI Deflation Persists
December CPI rose 0.8% on seasonal food shifts, while PPI fell 1.9%, highlighting weak demand.
2 min read
Trump Claims Venezuela Strikes, Maduro Extraction, and Interim US Control
Markets face fresh oil and regional volatility as transition details remain unclear and prediction-market trades draw scrutiny.
2 min read
Iran Protests Spread as Rial Slide Triggers Merchant Shutdowns
Merchants shuttered Tehran shops as the rial hit 1.42 million per dollar, fueling inflation-driven unrest and policy upheaval.
1 min read
Iran Protests as Rial Hits Record Low and Inflation Reaches 42%
Store closures and tear gas followed the rial’s plunge, prompting a central bank leadership change amid sanctions pressure.
2 min read
China Slaps Provisional Duties on EU Dairy Imports
Tariffs of 21.9% to 42.7% deepen the EV-linked trade spat, pressuring EU exporters and aiding Chinese producers.
2 min read
BOJ Raises Rate to 0.75% as 10-Year JGB Tops 2%
The BOJ’s 25-bp hike pushed yields and weakened the yen, highlighting normalization amid fragile growth.
2 min read
China Plans 2026 Export Push With Stronger Domestic Demand
Beijing aims to expand exports and imports while lifting pensions and incomes to curb trade tensions.
2 min read