Is DRAM at a permanently higher plateau?
Talk about moats: If memory were the copyable commodity the consensus still assumes, TSMC would already be turning some of its lines from logic to memory
Trump’s tariffs are back – and the timing couldn’t be worse for Asia
With oil near $100, currencies in free fall and inflation biting hard, Asia was already reeling before Trump found a new tariff tool
Water wars washing away South Asia’s fragile peace
Six decades of water cooperation are giving way to surging water nationalism — a shift that is fast weaponizing the region’s rivers
Sino-West trade strains deepen on new tariffs and rules
US forced-labor tariffs and EU industrial and cybersecurity laws put the squeeze on China, stoking fears of a full-blown trade war
Beijing vows to retaliate as EU warns of China Shock 2.0
A record Chinese trade surplus and cheap exports are pushing the EU toward a historic confrontation with Beijing
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JUNE 5, 2026
Germany living on yesterday’s success
- Stagnation problem is worse than it looks for Berlin
- Japan’s yen defense runs up against financial limits
- Ukraine’s drone war fuels Russian calls for escalation
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AUKUS sub shift a front for US access to Australian bases
US changes AUKUS plan from new-build subs to in-service transfers, sparking bait-and-switch claims about US access to Oz bases
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US territories have a voice in Congress but no vote – here’s why
Exclusion of the territories the US annexed after the Spanish-American War was explicitly tied to race
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