Tech

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, margin, and the cost of an hour of useful work.

AI ·
Rates & Bonds

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.

Finance ·
Currencies

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…

Finance ·
Macro

Before the Money Arrives: How Korea, Vietnam, and the Philippines Rebuilt for the Index

Index inclusion draws a largely mechanical bid from passive money.

Finance ·
Tech

Scarcity 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 their wafers toward the chip…

AI ·
Macro

What Chinese institutional investors see that Western analysts miss

The dollar story looks different from the other side of it.

Finance ·
Latest analysis
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Eastern Mindset Lab · video
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Wu Wei: effort without forcing
Episode 001 · 7:42

Wu Wei: effort without forcing

Eastern Mindset Lab

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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Money, Risk & Life
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