Asia’s lonely economy of one
Singles in China spent $1 trillion in 2025, up 50% in two years, but neither the ‘loneliness economy’ bulls nor bears really understand the shift
Japan’s submarine debate signals break from nuclear taboos
Japan weighing nuke subs to deter China’s rising threat, but it’s not clear Tokyo has the capital, crew or capacity to keep a nuclear fleet afloat
China must be properly scared for an AI slowdown to work
Anthropic, OpenAI and Grok agree to pace AI development to avoid catastrophe, but risk is China leverages any slowdown to steal the lead
Zelensky tweets the war, producing Ukraine’s own situation report
Ukraine’s showing greater adaptability in the land war, but is Zelensky fooling himself about the US?
A new BRICS is emerging — can it deliver?
New Delhi Declaration envisions an alternative Global South development architecture, but without the institutions to build it
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SEPTEMBER 11, 2026
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