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Corporate Cash Flow Tactics Turn Tariff Uncertainty into Tradable Assets

As trade policy uncertainty drags on, a quiet financial workaround has taken hold among U.S. companies squeezed by tariffs. Rather than waiting years for courts to decide whether levies imposed under emergency powers will be refunded, some firms are choosing to monetize the possibility now—by...

Controlled Reopening of AI Hardware Trade Signals Strategic Reset Between Washington and Beijing

Nvidia’s plan to resume shipments of its H200 artificial intelligence chips to China by mid-February reflects a carefully calibrated shift in global technology trade, shaped as much by geopolitics as by supply chains and market demand. The move, still contingent on regulatory approvals on both...

Grid Liberalisation and AI Power Demand Propel China to the Centre of the Global Battery Surge

China’s battery industry is entering a new phase of expansion, driven not by electric vehicles alone but by a convergence of domestic power market reforms and an unprecedented global buildout of data centres. What once appeared to be a supplementary segment of the clean-energy transition—battery...

Capital Floods Into Data Centers as AI Demand Outpaces Investor Confidence

The global rush to build data centers has reached a new peak, with dealmaking hitting record levels even as investors grow increasingly uneasy about artificial intelligence valuations and the financial structures supporting the boom. The contrast between surging investment volumes and rising...

Europe’s Carmakers Still Bet on Electric Power Despite Regulatory Retreat

Europe’s decision to soften its planned 2035 phase-out of combustion engines has given the region’s carmakers short-term breathing space, but it has not altered the deeper forces reshaping the industry. Even as Brussels steps back from a hard deadline, the strategic, economic and competitive logic...

Albanese Confronts a Digital Generation as Australia’s Youth Test Boundaries of Landmark Social Media Ban

Australian Prime Minister Anthony Albanese is defending his government’s sweeping prohibition on social media access for under-16s, even as teenagers openly showcase ways to bypass the restrictions. The measure, billed as a global first and a necessary public-health intervention, has triggered a...

Australia’s Enforcement of Teen Social Media Ban Signals a New Phase of State-Led Digital Regulation

Australia has embarked on one of the most consequential regulatory shifts of the digital age, beginning full enforcement of a world-first ban preventing people under 16 from accessing major social media platforms. The move, framed by the government as a necessary societal intervention to protect...

Global Airlines Gain Momentum as Strong Demand Set to Drive Record 2026 Earnings

Global airlines are on course to deliver a record-breaking $41 billion in net profit next year, according to updated projections from the International Air Transport Association. The sector, which only three years ago was facing unprecedented financial distress, is now entering what industry...

India’s Surveillance Crossroads: Push for Always-On GPS Tracking Meets Privacy Backlash

In New Delhi and beyond, a major debate has erupted over whether smartphones sold in India should become instruments of state-level surveillance. The government is seriously evaluating a proposal from major telecom operators — under which every smartphone would be required to keep satellite-based...

Bitcoin’s Deep Pullback Fits a Familiar Pattern as the Market Repeats Long-Term Cycles

Bitcoin’s decline of nearly 30% from its most recent peak has unsettled investors who entered the market during periods of rapid appreciation, yet long-time observers see the drop as part of the cryptocurrency’s well-established rhythm. Across multiple cycles, Bitcoin has repeatedly experienced...

AI Expansion Reshapes Global Memory Markets as Supply Tightens

The accelerating global build-out of artificial intelligence infrastructure has triggered a structural shock in the memory-chip market, creating a supply imbalance that is rapidly reshaping pricing, production priorities, and competitive dynamics across the technology ecosystem. What began as a...

India Moves to Reassert Digital Governance Limits After Dropping Mandatory Security App Plan

India’s decision to withdraw its order requiring smartphone manufacturers to preload a government-backed cybersecurity application has opened a revealing window into the country’s evolving debate over digital rights, surveillance concerns and the limits of executive authority over the tech sector....
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