Huangโs fall exposes contradictions in America’s China strategy
US may have lost a powerful champion of tech engagement, but squeezing China could weaken the very ecosystem that sustains US supremacy
Asia’s way out of the Hormuz deadlock
Asian importers should pay Iran for oil, not passage, under a US waiver that ties payments to keeping the strait open and toll-free
Japan’s big defense buildup hitting a fiscal and industrial wall
Soaring costs, depleted US missile stocks and industrial bottlenecks threaten to stall Japan’s remilitarization just as threats intensify
Wall Street is thriving, Main Street isn’t โ and Asia should worry
Inflation, stagnant pay and a widening wealth gap are squeezing the American consumer that Asiaโs export economies are too reliant on
Huang’s fall, US curbs put China’s AI computing in peril
Nvidia CEO’s exit removes a top opponent of China chip curbs just as US readies restriction on remote access to chips in overseas data centers


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NOVEMBER 6, 2026
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Did Chinaโs โbeauty stratagemโ find a new victim in Jensen Huang?
Rooted in China’s Warring States period, โmeiren jiโ military stratagem targets an adversaryโs desires to weaken his judgment and leadership
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