Trump administration

New Business

Why Nvidia’s H200 is unlikely to derail chip ambitions of China’s Huawei, Moore Threads

The US approval for Nvidia’s H200 artificial intelligence processors will give China a much-needed boost in computing power rather than…

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Emerging markets set to outperform US stocks as dollar weakness continues, Cambridge says

Global investors should consider reducing their US equities exposure as emerging market stocks are on track to outperform those in…

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New Business

Anthropic commits US$50 billion to build AI data centres in US

Anthropic plans to spend US$50 billion to build custom data centres for artificial intelligence work in several US locations, including…

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New Business

Chinese gold stocks set to shine as UBS and Schroders see bullion extending gains

Zijin Mining Group and other Chinese gold producers may get another boost from a spurt in the price of the…

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New Business

Opinion | Why manufacturing is still key to China’s development goals

Following the Communist Party of China’s fourth plenum, debate has intensified over the direction of the country’s economy, with manufacturing…

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New Business

Biden-era officials urge focus on hi-tech strategy, not a US manufacturing revival

Washington should focus its industrial policy on strategic, cutting-edge technologies rather than trying to bring back manufacturing wholesale, particularly in…

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New Business

Macroscope | Why the cost of buying economic growth is destined to rise

It is tempting to think that the global economy has become immune to shocks despite multiple ongoing physical conflicts, trade…

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New Business

US takes crypto industry driver’s seat on back of Trump policy, stablecoin frenzy

The United States is expanding its influence over the US$4 trillion global cryptocurrency industry amid favourable regulation under the Trump…

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New Business

Opinion | US pride in its own exceptionalism is hastening its decline

Well before the first Trump administration, US markets dominated because of a free and open economy for trade and ideas,…

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New Business

China’s trade probes into Mexico send ‘clear warning’ not to bow to US pressure: analysts

As China and the United States approach the next phase of trade talks, Beijing has launched anti-dumping and trade barrier…

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