BusinessTrump Is Wrong About Taiwan’s Chip IndustryViewing the US-Taiwan relationship as contentious, instead of cooperative, risks opening up a fissure for China to exploit.
BusinessBeijing Is Forcing Corporate Heroes to Make Tough ChoicesCATL’s plan for an offshore fund highlights how capital curbs are posing dilemmas for companies keen to expand offshore.
BusinessWhy Disconnecting Global Trade From China Is So HardSome parts of the supply chain are easier to shift than others, and much of it comes down to chemistry.
BusinessAsian Air Travel Faces a Long, Cold SummerWe are unlikely to see a recovery to pre-pandemic levels anytime soon.
BusinessCathay Shows What’s Important in the CockpitTrust and integrity are as crucial to flight operations as skill and experience.
BusinessWe’ve Already Picked Decoupling’s Low-Hanging FruitFragmentation is real. But there’s a long way to go before supply chains are free from an addiction to China.
BusinessRussia Is Just the Market Chinese Automakers NeedCut off from the rest of the world, Moscow is getting its supply from a nation that needs to find new buyers.
BusinessTwo Companies Will Guide Global Supply ChainsAs TSMC and Foxconn expand their footprints across the world, other players will need to follow.
BusinessPrivate Equity Could Do Worse Than Cement MakersCash and low debt make these downtrodden companies an unexpected target.
BusinessWhy China Wants South Korea to Stay OpenCountries push for free trade when they have an edge. Beijing knows it.
BusinessOld Empires Could Be the Key to a New Car FutureSouth Korean and Japanese conglomerates have what it takes for a hydrogen rollout.
BusinessChina’s Factories Are Humming. Nobody Is BuyingAll the indicators point to rising stockpiles of goods as production continues, but consumers are not in the mood to shop.
BusinessShippers Can’t Resist the Lure of China-Mexico RoutesRising tensions between Washington and Beijing are shifting global transport hubs.
BusinessToyota Is Taking the Long Road to EV SuccessAs Tesla and BYD barrel ahead, the Japanese carmaker is navigating the “pioneer’s trap.”
BusinessShipping Is a Dirty Business. Cleaning It Up Is LucrativeHD Hyundai Marine’s IPO doubled its stock in just a few days. It shows fervor for companies that are making shipping greener and more efficient.
Technology & IdeasNorth Asia Desperately Needs a Green Energy AllianceGoing it alone is too slow and expensive. Japan, South Korea and Taiwan can benefit from a trade pact that would encourage them to work together.
BusinessShoemakers Look to Olympics for a Runaway SuccessAsian suppliers are signaling a rebound is on the way for the likes of Nike and Adidas.
BusinessFoxconn’s Musical Chairs Sound Like Punk RockThe manufacturing giant needs to dance to a new beat, and a bold approach in the C-suite is a good place to start.
BusinessIran-Israel Strife Throws Out a Lifeline to ShippersWar-risk premiums are putting a floor under global shipping rates as the world awaits good news on trade.
BusinessJapan Is Poised to Fill an EV Gap Left by ChinaA new Honda facility in Canada shows that Asia’s auto industry is ready to meet North American needs.
