TechScarcity by design: how AI reset the memory chip industry
Data centres absorb most of the world's memory, and the few firms that make it have steered their wafers toward the chips accelerators need.
What Chinese institutional investors see that Western analysts miss
The dollar story looks different from the other side of it.
From lever to toll: what the Hormuz trade is actually pricing
Markets price a chokepoint as a binary switch.
The rate gap that carries the yen
A currency at a four-decade low usually signals distress at home.
The Market the Rally Skipped: What Kept Hong Kong Stocks Behind
As global equities ran higher for most of the year, one major market trailed.
AI Is the Architect of the Toolbox. The Bottleneck Is Us.
Diamandis and Kotler argue that AI is the meta-technology that speeds up the other big technologies at the same time, wh…
EquitiesThe Exchange as the Trade: Why Singapore Exchange Shares Sit at a Record
Shares of the Singapore Exchange reached a record in June, up more than half over the year.
CurrenciesHow a rate spread moves the Hong Kong dollar inside a fixed band
A currency held in a fixed range rarely makes news by weakening.
EquitiesPrice-weighting splits the Nikkei from the TOPIX
Two indices on the same news, in the same hours, moving three times apart.
EquitiesOne label, two equity markets: Japan and Korea on the same wave
Two markets at records under the same AI banner.
Wu Wei: effort without forcing
Eastern philosophy, applied to professional life
A separate vertical from the research desk: frameworks from Eastern thought, read against the way modern work actually runs.
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