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OPINION

Roaring global growth is emerging

News, Mike Dolan, Published on 11/02/2026

» The chaotic newsflow, geopolitical shape-shifting ‍and wild market swings ‍of 2026 have clouded one basic signal: the global economy is racing forward.

OPINION

Reinvent Thailand to revive growth

Oped, Boonwara Sumano, Published on 11/02/2026

» In the 1990s, Thailand ranked second in Asean for state performance, behind only Singapore. Today, we trail several neighbours. This decline has unfolded gradually over three decades -- through repeated economic crises, institutional stagnation, and reforms that never quite went far enough. What is different today is that the cost of inaction has become far more dangerous.

OPINION

Our tariff-era dollar, your problem

Oped, Qiyuan Xu, Published on 04/02/2026

» In 2025, the dollar index, which measures the greenback's strength against a basket of major currencies, fell by roughly 9.4%. Over the same period, the United States' average effective tariff rate rose by around 14.4 percentage points, from 2.4% to 16.8%, according to the Yale Budget Lab. Taken together, these shifts imply that, in the import trade domain, the US experienced an effective exchange-rate depreciation of around 24%.

OPINION

Oil's geopolitical premium is gone

News, Ron Bousso, Published on 25/12/2025

» Global oil markets faced multiple black swan events in 2025 -- including the Israel-Iran war and Ukrainian strikes on Russian refiners -- yet they were barely fazed. This calm may be the new normal in an era of energy ‌abundance, even as the world becomes a more dangerous place.

OPINION

Navigating the new realities of global travel

Oped, Anna Kofoed, Published on 12/12/2025

» In our increasingly turbulent world, travelling for many no longer unfolds as a straightforward endeavour.

OPINION

How China won innovation in lieu of freedom

Oped, Jennifer Lind, Published on 28/11/2025

» A decade ago, China's government unveiled Made in China 2025 -- a bold vision for transforming the country from the world's assembly line into a global innovation leader. The plan was met with considerable scepticism, particularly in the West, where a robust scholarly consensus held that authoritarianism was fundamentally incompatible with innovation. China was light-years behind the global frontier. Barring drastic political change, many observers concluded, China would remain a "copycat nation".

OPINION

AI as Asia's new growth engine?

Oped, Lee Jong-wha, Published on 27/11/2025

» Two decades after globalisation fuelled a global economic boom, growth has shifted onto a more subdued path, where it is likely to remain for the foreseeable future. Beyond the immediate shock of fragmenting trade and investment ties -- a result of rising geopolitical tensions, particularly between the United States and China -- lie structural headwinds, including population ageing, stagnant productivity, and the growing costs of inequality and natural disaster. These challenges strike at the heart of Asia's growth model.

OPINION

Why gold matters in a changing world

Oped, Chartchai Parasuk, Published on 13/11/2025

» After reading my previous article, "Thailand has become the sick man of Asean", a good friend asked me what would happen to the Thai economy after becoming the sick man?

OPINION

AI may be both a bubble and a boon

News, Mike Dolan, Published on 10/11/2025

» Bubble or bonanza? AI could be both.

OPINION

Wall Street risks shorting freedom in HK

Oped, Mark L Clifford, Published on 31/10/2025

» In early November, Wall Street's big guns will head to Hong Kong for a global financial summit, dining at the Palace Museum (featuring Chinese imperial works on loan from Beijing) before meeting at the nearby Rosewood Hotel -- one of the city's swankiest. There, the top brass from Goldman Sachs, Morgan Stanley, JPMorgan and another 100 financial firms will enjoy delicious food and breathtaking views as Hong Kong's leaders pitch them on the profits to be made in the former British colony.