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Danantara’s Gold Mine Gambit Stalls
Resource nationalism or regulatory overreach?
Feb 23
China Still Borrows From the West For Highest Tech
Overreliance on reverse engineering still a problem
Feb 19
Asia’s Energy Transition Grows But ‘Dirty/Risky’ Countries Left Out
Capital is clustering, not spreading
Feb 11
Kazakh-US Oil Collaboration Deepens
Ukrainian attacks on Kazakhstan’s primary oil export route intensify, changing equation
Feb 6
FOMO or TACO, India-US Trade Deal Back On
…If some of the murkier points can be worked out, that is
Feb 5
Taiwan’s Rare Earths Security Challenge
Sourcing ultimately depends on Chinese-refined feedstock
Feb 3
EU–India Trade Deal Echoes Beyond Brussels
The end of single-country dependence
Feb 2

January 2026

Gold and ‘Irrational Exuberance’
Up she goes, where she stops, nobody knows
Jan 29 • Philip Bowring
From Pax Silica to Hypergravity in Kazakhstan
Central Asia’s place in the new technological era
Jan 24
Canada’s TMX Pipeline Hedge
China Outreach is about energy math, not just politics
Jan 22
Can China Win Round Two of the Trade War?
China won round one
Jan 22
The WTO in Eclipse
Savaged by Donald Trump as King of Beasts
Jan 20 • Philip Bowring
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