Showing 1 - 10 of 618
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%.
Thai baht under watch
News, Editorial, Published on 03/02/2026
» As Thailand heads to the polls this Sunday, the campaign trail has been crowded with promises of wage hikes, subsidies and generous domestic giveaways. Yet last week, a far more sobering message arrived from Washington. The US Treasury has placed Thailand back on its currency monitoring list, a move that carries implications well beyond a routine financial assessment.
Middle powers can do their bit
News, Moreno Bertoldi & Marco Buti, Published on 02/02/2026
» Amid escalating geopolitical tensions, the world is increasingly caught between the United States -- an extractive superpower -- and China, a "dependency superpower" whose global influence rests on making other countries reliant on its exports. In the absence of meaningful resistance, both are likely to remain on this course, leaving middle powers to comply with their demands or face retaliation.
Is China's economic policy a little too cautious?
News, Published on 31/01/2026
» In the Chinese zodiac, 2026 is the Year of the Fire Horse. Pairing the powerful and lively horse with the element of fire yields a symbol of intensity, vitality, and forward momentum. But, the wisdom goes, the fire horse must not allow its determination to give way to recklessness. Likewise, the tension between balance and dynamism will define Chinese economic policy in the year ahead.
Asian defence firms eye win amid global tension
News, Manishi Raychaudhuri, Published on 26/01/2026
» Geopolitical tensions were sky-high in 2025, and US President Donald Trump's recent military actions in Venezuela and bid for Greenland suggest the international temperature won't be dropping any time soon.
Better Canada-China ties boost Asean
Oped, Kavi Chongkittavorn, Published on 20/01/2026
» Canada's decision to reset relations with China is extraordinary, coming at a critical time for both countries. It reflects changes in the Western Hemisphere that have led Canada to realise that boosting ties with China is a necessity. Furthermore, it will have far-reaching implications for their future bilateral relations and beyond. It is interesting to note that it took US President Donald Trump's intimidation -- both on trade and annexation -- to push straightforward Canada towards the East.
2026 outlook calls for recalibration
News, Mohamed A El-Erian, Published on 17/01/2026
» For global markets, 2025 was defined as much by what did not happen as by what did. The year offered a masterclass in the power of a single narrative, with massive, concentrated bets on AI masking various other unanswered questions. Yet as we move further into 2026, the AI narrative is unlikely to prove strong enough to continue overshadowing other lingering uncertainties, many of which reflect deeper structural shifts. For investors, central banks, and governments alike, the situation demands adaptation.
People’s Party’s diplomatic 'elegance' rings hollow
Oped, Pavin Chachavalpongpun, Published on 16/01/2026
» On Jan 11, the People’s Party held a high-profile event to showcase its “People’s Government”, offering a glimpse of its proposed executive leadership. Among the key speakers was Pisan Manawapat, a former diplomat and senator, designated as the party’s future foreign minister.
When infrastructure meets AI
Oped, Bertrand Badré & Saurabh Mishra, Published on 16/01/2026
» Infrastructure investment is booming. Around the world, governments are pouring trillions of dollars into roads, power grids, data centres, water systems, and housing, with many responding to intensifying climate shocks and the growing need for adaptation. Yet the construction industry -- the single largest force physically reshaping the planet -- is among the last major sectors to unlock all the benefits that digital technology offers. As a result, it accounts for about 21% of greenhouse-gas emissions, produces half of global landfill waste, and overspends by US$1.6 trillion a year.
America's new age of empire dawns
Oped, Joseph E Stiglitz, Published on 13/01/2026
» US President Donald Trump has drawn a wave of criticism for his actions in Venezuela, violations of international law, disdain for longstanding norms, and threats against other countries -- not least allies like Denmark and Canada. Around the world, there is a palpable sense of uncertainty and foreboding. But it should already be obvious that things will not end well, neither for the United States nor the rest of the world.