Why South Korean stocks just crashed
Kospi’s dramatic boom to bust probably owes more to Korea-specific financial factors than the popping of an AI bubble
The Washington dissensus on Myanmar
Think tank fantasies, hair-trigger analysis and other laughable if not dangerous schmaltz are distorting America’s view of Myanmar
Netanyahu’s Trump meeting suggests his star is waning in Washington
Israeli leader now a much-diminished figure in D.C., with his political interests served by actions Trump views as threats to his own
Chinese humanoids birthing new Asian business models
At Haneda Airport, Japanese companies are doing the work that could turn imported humanoids into everyday operating equipment
The savvy logic behind Indonesia’s nickel squeeze
New nickel mining limits portrayed by China and others as policy failure, but the market power flex makes good market sense
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JULY 24, 2026
The age of rearmament
- Japan’s nuclear taboo is slowly unraveling
- Germany chooses rearmament over economic renewal
- Russia’s nuclear restraint comes under hawkish pressure
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