Month: August 2026

The Fed is caught between sticky inflation and a softer labor market. Here is why cuts are becoming more likely, hikes remain a risk, and investors should prepare for both.

The U.S.–China trade war is evolving into a long-term contest over AI hardware, energy technology and critical materials. Here is how investors should assess the risks and opportunities.

Beijing’s new five-year plan confirms that capacity growth will remain formidable. The next investment cycle, however, will be defined by pricing reform, storage, transmission and dependable output.

Korea’s semiconductor-led rally rests on strong exports and earnings, but extreme concentration, leverage and elevated expectations have made the KOSPI unusually vulnerable to sharp reversals.