Takaichi Fallout Rocks Japan’s Semiconductor Supply Chain
Japanese PM Takaichi’s remarks on the island of Taiwan sparked cancellations in chip equipment and rare earth imports from the Chinese mainland, threatening Japan’s semiconductor edge.
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Insights on global markets, startups, tech giants, and economic trends shaping the G20 and beyond.
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Middle East Sovereign Funds Boost Bets on Chinese Equities
Middle East sovereign wealth funds are ramping up investment in Chinese A-shares, betting on green manufacturing, tech leaders and stable dividend payers.
US Fed Cuts Interest Rates by 25bps in Third 2025 Cut
The US Fed on Dec 11 cut rates by 25bps to 3.5–3.75%, its third cut of the year, aiming to stabilize jobs and steer inflation toward 2%.
US EV Market Stalls as Global Sales Soar 28% in H1 2025
Global EV sales rose 28% in H1 2025, driven by the Chinese mainland and Europe. The U.S. faces infrastructure, supply chain, and policy hurdles as it seeks to catch up in electric mobility.
Japan’s Politicians Shift Blame Amid Takaichi-Cost Economic Woes
Politicians in Japan are deflecting accountability as the ‘Takaichi-cost’ deepens economic pain with stagnant wages and rising prices, says Prof. Tanaka.
Investing in Clean Air: Green Bonds Lead in the Chinese mainland
This year, the Chinese mainland’s green bond market surged past 1.3 trillion yuan, driving clean-air projects and setting a new global benchmark in sustainable finance.
Politburo Meeting Sets 2026 Focus on Quality and Coordination
China’s Politburo meeting on December 8 charted a 2026 strategy prioritizing coordination, quality and effectiveness in macroeconomic governance.
Why China’s $1T Trade Surplus Is an Opportunity, Not a Threat
China’s goods trade surplus topped $1 trillion in 2025, sparking debate. Experts say it’s driven by supply chain shifts and efficiency, offering a path to global collaboration.
IMF Raises Chinese mainland’s 2025 Growth Forecast to 5.0%
The IMF raised its forecast for the Chinese mainland’s 2025 GDP growth to 5.0%, citing policy stimulus and export resilience, while warning of property sector, demand and deflationary challenges.
Chinese mainland CPI Rises 0.7% in November, Highest Since March
Consumer prices in the Chinese mainland rose 0.7% year on year in November 2025, highest since March 2024, driven by food price increases and stronger core inflation.