Topics
War in Ukraine
Russia’s military operation in Ukraine has sent shockwaves across the globe.
Cover Story: The Beginning of the End of the Post-Cold War World Order
Russia’s attack on Ukraine grows out of growing unease over NATO’s eastward expansion in the decades since the collapse of the Soviet Union
Commentary: How Middle East Geopolitics Will Reshape China’s Export Engine
While prolonged blockades in the Middle East threaten global demand, China’s grip on AI supply chains and shifting global market shares could offset the macroeconomic drag
Commentary: Who Really Pays for the Strait of Hormuz Blockade?
The February 2026 U.S.-Iran conflict has exposed fatal flaws in global energy security — and revealed why China is weathering the storm better than the West
Cover Story: Middle East Conflict Chokes Global Shipping, Aviation (Part 1)
Closed airspace, spiking jet fuel and air freight costs threaten the region’s lucrative logistics model and the world’s airline industry
Commentary: China’s Export Dip in March Is a Statistical Illusion
Despite a seeming deceleration in year-over-year growth, record absolute volumes and booming high-tech sectors prove China’s manufacturing sector remains a dominant global force
Commentary: Why the Hormuz Crisis Will Break the Global Market’s Remaining Stabilizers
Investors assuming the disruption in the Strait of Hormuz is just another passing storm are fundamentally misjudging the landscape. The simultaneous collision of booming commodity demand, dying free trade, and exhausted central banks guarantees a level of market volatility we have not yet seen
In Depth: BASF’s New Chemical Plant Highlights China’s Strengths Amid Global Turmoil
The opening of the German giant’s $10 billion mega-complex underscores how multinationals are increasingly relying on the country’s size and supply chain resilience to weather geopolitical shocks
Middle East Conflict Unlikely to Ease China Solar Glut, Analysts Say
Rising geopolitical tensions and energy price volatility are lifting overseas demand for residential energy storage, but structural bottlenecks mean the bump won’t resolve China’s massive solar overcapacity
Commentary: The Hormuz Crisis is Handing China a Hidden Export Advantage
While skyrocketing LNG and oil prices cripple industrial rivals across Asia and Europe, China’s reliance on domestic coal and expanding renewables has effectively decoupled its manufacturing engine from the global energy panic
Cover Story: Energy Shockwaves From U.S.-Iran War Hit Global Economy
Strait of Hormuz disruption drives oil higher, fractures supply chains and leaves Asia and Europe exposed
Analysis: BASF’s Bet on China Could Pay Off as Gulf Crisis Reshapes Global Chemical Market
The German giant’s $10 billion Zhanjiang complex underscores a shift toward Asian growth markets as the war strains global supply chains and erode Europe’s competitiveness
Thai EV Sales Drop Casts Shadow on Chinese Automaker Ambitions
The fall in February came after the government slashed subsidies for electric vehicle purchases in its EV industry development program, which had helped Chinese carmakers get a strong foothold in the local market
Commentary: Don’t Let the Middle East Spook You Out of China’s Stock Market
The recent plunge in Asian equities reflects overblown fears of a protracted U.S.-Iran war. Smart money should look past the stagflation panic
Cover Story: War in the Gulf Triggers Global Energy Shock
Strikes on oil and gas facilities and disruption in the Strait of Hormuz send prices soaring, strain supply chains and raise the risk of global stagflation
Commentary: The U.S.-Iran War Is a Wake-Up Call for Asian Markets
Unlike the 2022 Ukraine crisis, the escalating conflict in the Middle East poses a direct threat to Asian manufacturing and could force a global stagflation reckoning
Commentary: The 1970s Oil Crises Hold the Key to Surviving the Current Middle East Shock
As the Strait of Hormuz chokes and crude prices soar, policymakers must look to the stagflation era to avoid the traps of price controls and accelerate the push for true energy independence
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