Economy & Industry
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Korea’s 6% Stock Slide Halted Trading. Have AI Orders Slowed Too?
The November 6 selloff spread across Japan and South Korea. Spending plans and supplier orders will show whether the anxiety is reaching…
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US Midterm Results Reshape Asia’s Trade Calculations
Congressional control changes oversight and negotiating pressure. Existing tariffs and investment commitments still require separate decisions.
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South Korea Backs Turkey’s Nuclear Ambitions. Who Will Carry the Cost?
A financing memorandum advances cooperation on Sinop, but lending terms and construction commitments will determine whether it becomes a power plant.
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Asia’s Fuel Supply Dilemma
Crude arrivals have recovered faster than refined products. Refinery output, inventories and distribution determine what reaches users.
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Behind Korea’s Export Boom
Chips supplied almost half of October’s export revenue. Working days, prices and industry concentration explain different parts of the surge.
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Why Myanmar’s Rare Earths Matter to Washington
Peace diplomacy may open commercial discussions, but control of mining areas and processing capacity remain separate obstacles.
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Indonesia Seeks New Fuel Suppliers, but Challenges Remain
Jakarta is diversifying Pertalite imports while preparing new procurement rules. Contracts, delivery and domestic distribution remain the practical tests.
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South Korea’s Exports Jump 93.7%. Who Is Sharing the AI Boom?
Semiconductors supplied almost half of October’s export earnings, while other goods also grew. Higher sales values do not always mean more cargo.
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China’s Factories Slip Back Into Contraction. Which Asian Suppliers Are Exposed?
October’s manufacturing PMI fell to 49.3, but stronger electronics activity complicates the picture for regional suppliers.
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The Quad Backs Mineral Recycling. Can It Give Asian Factories Another Supplier?
A U.S. funding pledge targets India and ASEAN, but collection systems, processing capacity and buyers will determine what reaches factories.