China’s Export Boom Puts ASEAN Manufacturers Under Dual Pressure
China’s export surplus and weak domestic demand are exposing ASEAN manufacturers to stronger import competition and softer customer demand.
Geopolitics
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China Proposes New Export Controls Across AI, Biotech and Solar Technology
China has opened consultation on proposed export bans and restrictions spanning artificial intelligence, biotechnology and solar manufacturing technology.
Trump Deposition Dispute Deepens in US$10 Billion Defamation Case
A British broadcaster has asked a Florida federal court to compel Donald Trump to set a deposition date before discovery closes in his US$10 billion lawsuit.
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Intelligence Friction Tests South Korea-US Alliance and Investor Confidence
Concerns over intelligence sharing have added to trade and security tensions in the South Korea-US alliance, increasing uncertainty for strategic industries.
Indonesia Accepts Foreign Firefighting Help as Regional Haze Worsens
Indonesia has approved foreign firefighting assistance as forest and peat fires worsen haze, health risks and economic disruption across Southeast Asia.
Malaysia’s Anti-Rent-Seeking Law Moves to 2027 as ‘Ali Baba’ Gap Persists
Malaysia is preparing legislation to define and curb rent-seeking and Ali Baba arrangements, with a parliamentary target set for 2027.
China–North Korea Bridge Opening Recasts a Long-Delayed Trade Link
The New Yalu River Bridge is set to open after a 12-year delay, creating new freight capacity between Dandong and Sinuiju while policy constraints remain.
Malaysia Pushes ASEAN to Close Regional Gap in Transboundary Haze Response
Malaysia plans to put transboundary haze on ASEAN’s agenda after smoke from Indonesian fires exposed gaps in existing regional disaster-response arrangements.
South Korea-US Intelligence Friction Tests Alliance Trust and Regional Security
South Korea says intelligence cooperation with Washington is improving, but unresolved concerns continue to test alliance trust and regional security.
Riyadh Security Shock Tests the Resilience of Global Energy Gatherings
: Schedule changes at a major Riyadh energy congress show how regional attacks can influence executive travel, industry engagement and wider investment risk.
EU Expands Russia Sanctions as Missile Supply Chains Face Broader Scrutiny
: The European Union has expanded its Russia sanctions regime with nearly 1,600 new listings, increasing scrutiny of military supply chains and cross-border compliance.
US Push on China’s Japan Export Curbs Raises Supply-Chain Stakes
US pressure on China to ease export restrictions on Japan highlights how rare-earth controls can disrupt manufacturing networks across Asia and America.
Xi’s Washington Visit Preserves the US-China Truce but Leaves Beijing Wanting More
Xi Jinping's Washington state visit reduced near-term trade risk but produced limited economic breakthroughs beyond an extended truce and further talks.