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My Take
Macroscope
US-China relations
Opinion
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Despite summit pledges, don’t expect US-China trade to improve
The near-term trajectory of China-US economic ties rests on several key timelines, any of which could trigger new tensions.
19 May 2026 - 8:30PM
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Technology
Opinion
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Quantum IPO wave is a milestone. It should also come with a warning
19 May 2026 - 4:30PM
Diplomacy
Opinion
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Xi-Trump summit affirms China’s role as world’s indispensable broker
19 May 2026 - 6:55AM
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United States
Opinion
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Birthright citizenship fight shows US identity debate is far from settled
The re-emergence of the debate despite the 14th Amendment shows the ongoing contest over American cultural DNA.
18 May 2026 - 8:30PM
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Demonstrators rally in support of birthright citizenship outside the US Supreme Court in Washington on April 1. Photo: AFP
US-China relations
Opinion
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Xi-Trump summit reveals changing shape of US-China tech rivalry
Trump is acknowledging reality: if a full US-China decoupling is unrealistic, the alternative is to shape the terms of interdependence.
17 May 2026 - 5:21PM
US-China relations
Opinion
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China’s gift to the world we live in: predictability
Surveys of US public opinion and German investor sentiment point to the wisdom of China’s strategic composure.
17 May 2026 - 11:37AM
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Stocks
Macroscope
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Global stock markets are bubbling along on unjustified optimism
Hype around AI and some tech companies has inflated stock prices and left investors ebullient despite the rising risk of a market crash.
16 May 2026 - 4:30PM
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Currency dealers celebrate in front of a screen showing South Korea’s benchmark stock index during a ceremony celebrating it breaking 7,000 points at the Hana Bank headquarters in Seoul on May 6. The market value of South Korea’s Samsung Electronics smashed past US$1 trillion for the first time on May 6 as the firm rides an AI chip boom that has sent Seoul’s Kospi stock index to record highs. Photo: AFP
Mainland China
Being Chinese
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How to deal with this ‘very Chinese time’ in Western lives
The question is not whether outsiders are getting China or Chinese culture right, but what we choose to do with their attention.
16 May 2026 - 5:30AM
US-China relations
As I see it
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Beijing had already won before the Trump-Xi summit even started
There’s a lesson for the US president in Napoleon’s invasion of Russia in the early 19th century.
15 May 2026 - 8:43PM
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Diplomacy
Outside In
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Xi-Trump summit aside, 2 meetings in Asia matter for global trade
As Trump travelled to Beijing for the kind of bilateral dealmaking he prefers, two groups have continued their multilateral efforts.
15 May 2026 - 4:30PM
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Brics
Opinion
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Brics is less a structure than a sentiment
Despite lacking geopolitical alignment, Brics captures a prevailing mood among emerging economies that won’t fade away any time soon.
15 May 2026 - 7:36AM
Brazilian President Luiz Inacio Lula da Silva (left) and President Xi Jinping attend the 2023 Brics Summit at the Sandton Convention Centre in Johannesburg, South Africa, on August 24, 2023. Photo: AFP
2026 Xi-Trump summit
Macroscope
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Trump-Xi summit puts US vulnerabilities on display
China weaponising rare earths turned the tables on Trump, showing how unprepared Western governments and firms were for a full trade war.
14 May 2026 - 8:30PM
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China economy
Opinion
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Why the world needs China to save more, not less
The IMF assumes China should save less. China’s saving is key to financing the developing world’s need for green infrastructure.
13 May 2026 - 4:30PM
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US-China relations
As I see it
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US’ scientific self-harm will only help China
While Washington slashes funding for the sciences, Beijing is clinching its lead in everything from patent applications to publications.
13 May 2026 - 9:30AM
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US-China relations
Opinion
|
US maximum pressure tactics unlikely to work with China
As the Trump-Xi summit approaches, China will be going into negotiations with a new diplomatic posture.
13 May 2026 - 8:52AM
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A US Air Force C-17 lands at Beijing Capital Airport on May 11, ahead of a visit by US President Donald Trump. Photo: AFP
US, Israel war on Iran
Opinion
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Trump has few cards to play against Iran and in China
The impasse over the Strait of Hormuz is a long chess game across multiple arenas, not easily solved by a naval blockade or a mere poker bluff.
12 May 2026 - 4:30PM
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Diplomacy
Opinion
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Just because Brics isn’t a coherent bloc doesn’t mean it’s impotent
The grouping has a future, not as a binding structure demanding policy alignment but as a tool for members to enhance leverage and maximise options.
12 May 2026 - 7:43AM
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Diplomacy
Opinion
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Latin America is reassessing the benefits of warm ties with Beijing
From Honduras to Cuba and Venezuela, leaders are taking a more transactional view of what relations with Beijing really bring.
11 May 2026 - 9:31PM
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Honduran President Nasry Asfura, seen during general elections in Tegucigalpa, Honduras, on November 30, has ordered a review of deals with Beijing after Tegucigalpa cut ties with Taipei. Photo: AP
Middle East
Opinion
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The problem no one is naming as the UAE dramatically exits Opec
The fighting over oil production quotas was the symptom. Security realignment is the disease.
11 May 2026 - 8:11AM
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US-China relations
Opinion
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China shouldn’t view a tired US as signifying a Europe ready to pivot
As fractures within the US’ network of alliances deepen, China’s strategic window opens a little wider, with some key caveats.
10 May 2026 - 8:30PM
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China economy
Opinion
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Rise of China complicates ‘authoritarian’ vs ‘democratic’ binary
As China’s trajectory exposes the limitations of labels inherited from another era, understanding how governance systems work is more important.
10 May 2026 - 9:30AM
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US-China relations
Opinion
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China’s challenges in engaging with the US during the Middle East war
China needs the global system to succeed. So it must not get entangled with Iran nor jeopardise US relations over Taiwan.
10 May 2026 - 10:08AM
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US President Donald Trump greets Chinese President Xi Jinping at Gimhae Air Base on October 30, 2025 in Busan, South Korea. Photo: Getty Images
United States
Opinion
|
Thanks to Trump, the gloves are off. There may be no new global order
With the UN, IMF and World Bank mired in old power structures, universities could be the platform to shape how the global future unfolds.
9 May 2026 - 5:30AM
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China-EU relations
Opinion
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China unsurprisingly puts its own interests first. Can Europe do the same?
As Beijing seeks to influence Europe, Brussels must shape on its own competitiveness agenda and policy aims for engaging with China.
8 May 2026 - 9:28PM
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China economy
Outside In
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Prepare for ‘China shock 3.0’ to the global food economy
Imagine China applying the same industry policy playbook for electric cars, solar panels and AI to agriculture and food self-sufficiency.
8 May 2026 - 4:30PM
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