China Shock 2.0 jolts global economy as Trump does Xi’s work
From EVs to AI, China’s surge is sending shockwaves through boardrooms worldwide while US cowers behind tariffs
Israel-Lebanon ceasefire no tidy end to fighting, Hormuz shutdown
Israeli troops still in south Lebanon, Trump Hormuz blockade still in effect – both illustrate the raggedness of such cut-off points
Manacled Manus: the limits of ‘Singapore washing’ for China AI
Manus case shows Beijing will allow Chinese AI startups to relocate to Singapore as a launch pad but not exit ramp
Iran’s low-cost drones democratizing precision warfare
Iran’s battlefield record, where drones have exhausted air defenses and killed US troops, shows the new-era power of precise mass
AI boom’s real profits are being made in Asia
While Silicon Valley builds AI models and chases valuations, Asian chipmakers are already converting that demand into realized profits
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APRIL 17, 2026
Disrupted supply chains, divided politics
- Merz’s paralysis and the EU’s anti-growth order
- Iran war tests Japan’s supply chains and crisis response
- Ukraine drone factories in Europe risk becoming Russia’s next targets
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