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Danantara’s Gold Mine Gambit Stalls
Resource nationalism or regulatory overreach?
Feb 23
5
China Still Borrows From the West For Highest Tech
Overreliance on reverse engineering still a problem
Feb 19
8
1
1
Asia’s Energy Transition Grows But ‘Dirty/Risky’ Countries Left Out
Capital is clustering, not spreading
Feb 11
3
Kazakh-US Oil Collaboration Deepens
Ukrainian attacks on Kazakhstan’s primary oil export route intensify, changing equation
Feb 6
2
FOMO or TACO, India-US Trade Deal Back On
…If some of the murkier points can be worked out, that is
Feb 5
6
Taiwan’s Rare Earths Security Challenge
Sourcing ultimately depends on Chinese-refined feedstock
Feb 3
3
EU–India Trade Deal Echoes Beyond Brussels
The end of single-country dependence
Feb 2
9
January 2026
Gold and ‘Irrational Exuberance’
Up she goes, where she stops, nobody knows
Jan 29
•
Philip Bowring
2
From Pax Silica to Hypergravity in Kazakhstan
Central Asia’s place in the new technological era
Jan 24
1
1
Canada’s TMX Pipeline Hedge
China Outreach is about energy math, not just politics
Jan 22
7
2
Can China Win Round Two of the Trade War?
China won round one
Jan 22
10
3
The WTO in Eclipse
Savaged by Donald Trump as King of Beasts
Jan 20
•
Philip Bowring
8
2
1
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