WealthWhat Chinese Asset Management Now Competes On
The pools that make up Chinese asset management are still growing, and almost everything else about them has moved.
A Rate Decision Without Forward Guidance
The Committee raised the target range by a quarter point while the chair declined to supply forward guidance, data depen…
SHEIN, from the Buyer's Side to the Books
SHEIN listed in Hong Kong in 2026 at about a quarter of its 2022 peak.
China's Humanoid Robots Reach the Public Market
In 2026 a Chinese humanoid-robot maker listed in Shanghai, and the industry gained a financial language: valuation, marg…
Why Long Treasury Yields Stay High
The Federal Reserve stopped raising rates, yet ten- and thirty-year yields sit near the top of their 2026 range.
The US-Japan Yen Intervention and the Bonds It Spared
The operation's lasting feature is the collateral arrangement behind it: Japan can defend the yen without selling the US…
MacroBefore the Money Arrives: How Korea, Vietnam, and the Philippines Rebuilt for the Index
Index inclusion draws a largely mechanical bid from passive money.
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…
EquitiesThe Market the Rally Skipped: What Kept Hong Kong Stocks Behind
As global equities ran higher for most of the year, one major market trailed.
The rate gap that carries the yen
A currency at a four-decade low usually signals distress at home.
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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