The US’s former chief economic diplomat explains how the two nations negotiate
Reforms, urbanisation and demographic shifts could all sustainably boost domestic spending
Cost-conscious day-trippers from mainland are replacing luxury shoppers, hitting the retail sector
The Chinese leader doesn’t want a negotiated settlement. He wants a long war of resistance
An ardent enquiry into the world’s most obsessed-over carb
High food prices pile pressure on central bank and unpopular Ishiba government
Malaysia and Singapore find harder to maintain neutrality as geopolitical tensions grow
Also in this newsletter, a challenging time for Asian Paints, and the IPL scorecard
iPhone-maker continues manufacturing pivot away from China but Donald Trump demands shift back to US
Expectation of bilateral agreements strengthens Korean won and Taiwan dollar against greenback
The latest set of Chinese restrictions on rare earths exports are the most worrying to date
There are signs of hope for the market but not enough to help developers out of their current predicament
The country is hedging its bets astutely between the US and China and is needed by both
World’s top AI semiconductor maker says export controls have accelerated Chinese rivals’ advances
Top official Gita Gopinath warns over country’s ‘ever-increasing’ debt burden
Top 100 companies either estimate a big hit to profits or say extreme uncertainty hinders efforts to predict impact
The difficulty is that, however unsatisfactory the hegemon might be, the alternatives look worse
Yields soar after dismal auction, raising concerns that investors could sell foreign assets and bring money home
Beijing’s emphasis on manufacturing has widened imbalances and drawn complaints from foreign companies
Also in this newsletter, Maruti Suzuki and Hyundai up their game and Ronnie Screwvala’s mantra
Seismic forces have been unleashed that will transform the global economy
America’s trading partners are examining precedents set by the UK and China
Retail sales miss forecasts after Donald Trump’s tariffs dent consumer confidence
Plus bright spots in US consumer sentiment
Treasury secretary says rates will jump to high levels set on ‘liberation day’ if countries do not negotiate
