Tech Samsung’s $1 Trillion Moment: Why Korea’s KOSPI 7,000 Rally Matters
South Korea’s KOSPI broke above 7,000 as Samsung Electronics reached a $1 trillion valuation, highlighting the global AI chip boom and new risks in Asian markets.
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Tech The Pentagon’s AI Deals Show Big Tech Is Becoming Part of the Defense Stack
The Pentagon’s agreements with leading AI companies mark a new phase for military AI, linking Big Tech, classified networks, cloud infrastructure, and national-security strategy.
Global Economy Why the Strait of Hormuz Crisis Could Become a Global Recession Shock
UN Secretary-General António Guterres warns that prolonged disruption in the Strait of Hormuz could raise inflation, slow growth, worsen hunger, and push the global economy toward recession.
Global Economy Energy Tax Cuts Spread Across 39 Economies Amid Fuel Price Surge
Governments in 39 economies are cutting energy taxes to offset rising fuel prices, raising concerns about inflation, fiscal deficits, and long-term policy risks.
Asia Pacific Japan’s Inflation Reawakens as War-Driven Energy Costs Complicate BOJ Policy
Japan’s inflation is accelerating again as Middle East tensions drive up energy costs. What it means for the BOJ, yen, and global markets.
Global Economy China Cuts Gasoline and Diesel Price Caps for First Time Since Iran War Began
China has lowered gasoline and diesel price caps for the first time since the Iran war began, signaling temporary relief from oil-price shock but renewed questions over inflation, energy security, and Asia’s economic exposure.
Global Economy The World Can’t Afford a Hormuz Shock
Rising tensions in the Strait of Hormuz are pushing oil prices higher and reshaping global inflation and policy outlooks. Here’s what it means for the world economy.
Middle East Conflict Hormuz Shock: Why Asia Faces the Sharpest Economic Pain From the New Oil Crisis
Rising Hormuz tensions are pushing oil above $100 and exposing Asia's deep vulnerability to imported energy, inflation pressure, weaker currencies, and central-bank uncertainty.
Global Economy Saudi Oil Disruption Is Turning Into Asia’s Next Inflation Test
Attacks on Saudi energy infrastructure have cut oil output and pipeline flows, raising inflation and policy risks across Asia’s oil-importing economies.
Global Economy Why Geopolitics Has Overtaken Inflation as Central Banks’ Top Risk in 2026
A new survey shows central banks now see geopolitics as the biggest global risk, reshaping reserve management, dollar sentiment, gold demand, and FX intervention strategy.