
China’s Military Purges Won’t Change Its Taiwan Calculus
China’s recent military purges of senior PLA officers, including CMC Vice Chairman Zhang Youxia and member Liu Zhenli, are framed as anti‑corruption and ideological discipline measures. While the removals may temporarily affect command cohesion, the article argues they do not alter Beijing’s fundamental Taiwan calculus, which is driven by Xi Jinping’s political survival rather than military readiness. Historical patterns show Chinese leadership bases force decisions on political necessity, not the PLA’s operational state. Consequently, any Taiwan conflict would likely hinge on domestic legitimacy concerns, not the outcome of the purges.
Kenya Drops Plan to Privatise Ports Agency
Kenya has abandoned its plan to privatise the Kenya Ports Authority, converting the agency into a publicly listed company under the Government Owned Enterprises (GOE) Act. The new law forces state‑owned entities with majority government ownership to operate on commercial,...

Embraer and Mahindra Eye India MRO Hub if C-390 Wins IAF Contract
Embraer and India’s Mahindra Group announced a joint plan to establish a Maintenance, Repair and Overhaul (MRO) facility for the C‑390 Millennium, contingent on the aircraft winning the Indian Air Force’s Medium Transport Aircraft (MTA) contract. The two firms have...

Bank Indonesia Keeps Rates Steady, as Rupiah Weakness Threatens to Delay Easing
Bank Indonesia left its policy rate unchanged at 4.75% as the rupiah continued to weaken amid fiscal‑sustainability concerns and volatile investor sentiment. Moody’s downgraded Indonesia’s credit outlook to negative, reflecting uncertainty over policy direction and transparency. Real‑rate differentials with the...

Markets Signalling a Broader Base for Upside; Positive on Financials, Says Devarsh Vakil of HDFC Securities
Devarsh Vakil, head of prime research at HDFC Securities, says Indian equities are showing a broader base for upside after rebounding from the February 2, 2026 lows. He highlights resilient corporate earnings and a particularly positive outlook for financial stocks....
Uganda Overtakes Rwanda, Tanzania in Startup Funding
Uganda attracted $30 million in venture capital in 2025, surpassing Rwanda ($12 million) and Tanzania ($5 million). The number of Ugandan deals doubled to 22, marking a seven‑fold increase from the previous year. Local financing from Uganda Development Bank and supportive tax incentives...
China’s Economy Is Robust for Year of the Horse Despite Headwinds: FTSE Russell
FTSE Russell reports that China’s economy remained robust in 2025, achieving its 5% GDP growth target despite a deceleration in the final quarter. Industrial activity continued to be a bright spot, offsetting persistent deflationary pressures. The slowdown to 4.5% growth...

Vietnam New Zealand Seek Level up in Ties
New Zealand’s agricultural exports, especially fresh fruit, rely on unique climate conditions and rapid air‑freight logistics that preserve peak quality. Vietnam’s expanding middle class and growing health consciousness are turning the market into a strategic destination for premium NZ produce...

Malawi: Malawi Signs Strategic Mineral Deal With U.S., But Questions Linger Over Transparency
Malawi has signed a memorandum of understanding with U.S. trading firm Traxys North America to market graphite from the Kasiya rutile‑graphite project, aiming to supply up to 80,000 tonnes annually to the United States’ Project Vault strategic reserve. The deal,...

Geopolitical Jockeying in Nepal Ahead of March General Elections
The September 2025 Gen Z uprising toppled Prime Minister K.P. Sharma Oli and installed an interim government, prompting India, China and the United States to converge on a common goal: prompt, stable elections in Nepal. All three powers fear prolonged instability could...
Ghana: President Sets Ambitious Target to End Raw Mineral Exports Within 5 Years
President John Dramani Mahama announced Ghana's goal to cease exporting raw minerals within five years, shifting toward domestic refining and processing of oil, bauxite, manganese, and lithium. He highlighted the sector's $6.6 billion export revenue in 2023 but noted limited local...
Africa's Water and Sanitation Access Gap Is Constraining Economic Growth
Limited access to water and sanitation continues to hamper Africa’s development, with one‑third of the population lacking basic drinking water and two‑thirds without proper sanitation. The African Union estimates the WASH shortfall costs the region about 4.3 % of GDP each...

Former US Presidential Candidate Has an Alarming Prediction for Your Job — Salaries Are About to Go Down
Former presidential candidate Andrew Yang warned that artificial intelligence will sharply reduce salaries across the workforce, affecting both white‑collar and service‑sector jobs. In a Substack post he cited examples from dry cleaning to coding, predicting millions of layoffs within 12‑18...

Denis Beau: The Regulatory Framework for Securitisation
Denis Beau, representing Banque de France and ACPR, highlighted the strategic role of asset‑backed securities (ABS) in the euro‑area monetary‑policy framework, noting they account for roughly 30% of collateral despite representing less than 5% of eligible securities. He stressed that...

Swaminathan J: Values in Action - the Making of a Strong Institution
Axis Bank honored 100 employees as "Champions" for embodying five core values—customer centricity, ethics, teamwork, transparency, and ownership—highlighting culture as a strategic asset. The speech stressed that success hinges on how results are achieved, not just the results themselves. By...

Philippines’ Central Bank Delivers Expected Rate Cut Paired with Uncertain Guidance
The Bangko Sentral ng Pilipinas trimmed its policy rate by 25 basis points to 4.25%, matching market expectations. However, the central bank softened its forward guidance, dropping language that it was nearing the end of easing and emphasizing lingering confidence...

No Reason to Believe India Has Changed Stance on Purchasing Crude Oil: Russia’s Foreign Ministry
Russia’s foreign ministry asserted that India has not altered its policy on buying Russian crude, emphasizing the mutual benefits of the trade. However, Indian import data for January 2026 shows a 40.5% drop in total merchandise from Russia, with crude...

How Did China’s Guangzhou Tee up a Surge in South Korean Tourists?
South Korean golfers are flocking to Guangzhou, with bookings rising over 300% year‑over‑year after China introduced a 30‑day visa‑free travel policy. The surge is evident at venues like Holiday Islands Golf Club, where Korean visitors jumped 81% while Chinese traffic...

3 Southeast Asian Leaders Arrive in Washington for ‘Board of Peace’ Summit
U.S. President Donald Trump convened the inaugural Board of Peace summit in Washington, pledging over $5 billion for Gaza reconstruction and positioning the forum as a potential rival to the United Nations. Indonesia, Vietnam and Cambodia attended, each pursuing distinct economic...

Indonesian Coffee Chains Brew Stronger Overseas Ambitions
Indonesian coffee chains such as Kopi Kenangan, Fore, Tomoro and Janji Jiwa are leveraging low‑price, locally‑sourced beans and Indonesian‑flavored drinks to differentiate themselves as they expand beyond their home market. Kenangan, the largest with over 1,100 stores, has already entered...
Who Are Australia’s Top 5 Billionaires in 2026?
Australia’s wealthiest individuals added $11 billion in 2026, lifting the top‑five’s combined net worth to $94 billion – a 14 percent rise despite global uncertainty. Gina Rinehart stayed at the summit but saw her fortune dip 15 percent to $24.6 billion amid weaker iron‑ore prices....

Thai Capital Market Aligns with Climate Vows
Thailand’s leading capital‑market players – the Government Pension Fund, the Association of Investment Management Companies and the Stock Exchange of Thailand – have launched a coordinated strategy to align listed firms with the country’s nationally determined contributions under the Paris...
Uzbekistan and United States Create Foundation for Systematic Economic Cooperation
Uzbek President Shavkat Mirziyoyev visited Washington on February 18, signing a suite of agreements that lay the groundwork for systematic economic cooperation with the United States. The deals target expanded U.S. investment in Uzbek critical minerals, petrochemicals, energy, agriculture, water‑resource management...

Control, Alt, Influence: The Potential for US Cyber Operations in Iran
U.S. policymakers are weighing offensive cyber operations against Iran if diplomatic talks on the nuclear program collapse, positioning cyber as a central element of joint military action rather than a peripheral tool. Recent Senate testimony and statements from US Cyber...

Krungsri Eyes Extra B100bn in SME Loans
Bank of Ayudhya (Krungsri) announced a plan to add 100 billion baht in SME loans over the next four years, lifting its total SME portfolio to 350 billion baht. The initiative pairs soft‑loan financing with ESG education and advisory, targeting high‑growth sectors...
You Can Invest in SpaceX Before Its IPO — but Should You?
Investors can now gain exposure to SpaceX through private secondary markets, specialty ETFs and pooled funds, sidestepping the wait for a public listing. The rocket company is valued at roughly $1.25 trillion, making it one of the most coveted private assets....
The Risks of Trump’s Peace Plan: Two Gazas and an Annexed West Bank
President Trump’s new Gaza peace framework, backed by UN Security Council Resolution 2803, places Gaza under a U.S.-led Board of Peace, a Gaza Executive Board and a technocratic National Committee with scant Palestinian participation. The plan also severs Gaza’s ties...

Five US Policy Shifts Could Reshape Financial Markets
The Trump administration is advancing five domestic policy initiatives that touch credit, housing, monetary policy, corporate governance, and digital‑asset regulation. Proposed credit reforms would tighten loan underwriting, while housing changes could modify the mortgage interest deduction. Monetary officials hint at...

Defence Giant BAE Hails Record Sales as Workers Remain on Strike
BAE Systems announced record 2025 results, with sales rising 10% to £30.7 billion and pre‑tax profit climbing to £2.6 billion. The company highlighted a historic order backlog as global defence budgets surge amid geopolitical tension. Meanwhile, Unite union members at the Lancashire...

Europe Is Squandering Its Leverage Over China
Europe is losing bargaining power with China as the continent’s growth stalls while Beijing posts a record trade surplus. German Chancellor Friedrich Merz’s upcoming China visit underscores the urgency, with Germany’s 2025 GDP expanding only 0.2% versus a $1.19 trillion Chinese surplus....
India Keen to Diversify Crude Oil, Coking Coal Sources; Eyes High-Quality US Supplies: Piyush Goyal
India’s commerce minister Piyush Goyal said New Delhi will diversify crude oil and coking‑coal supplies, targeting high‑quality U.S. coal to reduce reliance on a few geographies. He highlighted a $100 billion aircraft demand from the United States over the next five...
Ground View: How Industry Leaders Are Shaping Pakistan’s Mining Future
The Pakistan Mineral Investment Forum (PMIF) will gather industry leaders in Islamabad to spotlight the country’s world‑class copper, gold, and critical mineral deposits, most notably the revived Reko Diq project. While the geology is undisputed, the article argues that mining...

China Gives Lithuania Punishing Silent Treatment over Taiwan
In 2021 Lithuania permitted a Taiwanese representative office to use the name "Taiwan" rather than "Taipei," directly challenging Beijing's One‑China policy. China answered not with public sanctions but with a silent diplomatic freeze, withdrawing embassy staff and removing Lithuania from...

AD Ports Joins Cameroon’s Douala New Dry Bulk Terminal Concession
UAE‑based AD Ports Group has entered a 30‑year concession with Africa Ports Development to design, build and operate a new dry‑bulk terminal at Cameroon’s Port of Douala. The partnership gives AD Ports an effective 51% economic stake and commits roughly...
Africa’s Data Centre Capacity on Back Foot, Despite Investment Push
Africa’s data‑centre capacity remains under 1% of global supply despite a surge in investment, with active capacity at 360 MW and another 238 MW under construction. The Africa Data Centres Association report projects a total pipeline of 656 MW, but even full delivery...
Kenya Awards Key Transmission Work to Power Grid
Kenya has awarded a $311 million power transmission contract to a joint venture of India’s Power Grid Corp and Africa50. The PPP will design, build, operate and maintain two high‑voltage lines serving western and northern Kenya, addressing chronic supply gaps. The...

Microsoft on Pace to Invest $50B Into AI for Global South
Microsoft announced a $50 billion commitment to accelerate artificial‑intelligence adoption across the Global South by 2030. The plan, unveiled at the India AI Impact Summit, follows a five‑pronged approach covering infrastructure, skills training, multilingual models, local innovation and impact measurement. Microsoft...
Alberto Naudon: Chile's Economic Outlook
Alberto Naudon, Deputy Governor of the Central Bank of Chile, highlighted that 2025 delivered stronger‑than‑expected growth, with non‑mining activity expanding close to 3% and gross fixed capital formation rising about 7% driven by mining and energy projects. Inflation accelerated early...
Book Review: How Africa Works by Joe Studwell
Joe Studwell’s new book “How Africa Works” asks why the continent remains poor and outlines policies that could accelerate growth, emphasizing agriculture, demographics, and the “enclave effect” of resource extraction. He profiles four early‑movers—Botswana, Mauritius, Ethiopia, and Rwanda—showing how targeted...

SEC Moves to Toughen Standards for Philippine Corporate Directors
The Philippine Securities and Exchange Commission (SEC) has issued a draft memorandum circular proposing stricter training requirements for corporate directors and senior executives. The new framework mandates a comprehensive curriculum that incorporates OECD corporate governance principles, the ASEAN Governance Scorecard,...

Cambodia Extends Tax Incentives for the Tourism Businesses in Siem Reap, Supporting Sector Recovery, Long-Term Growth and Regional Tourism Development
Cambodia’s government has extended tax incentives for tourism businesses in Siem Reap until the end of 2026, offering income‑tax exemptions and monthly tax relief (excluding VAT and accommodation tax). The measure targets hotels, guesthouses, restaurants and travel agencies, aiming to...

AFP Backs Increased US Missile Deployments to Manila for Enhanced Regional Defense Posture
The Armed Forces of the Philippines publicly endorsed the United States’ plan to expand missile and unmanned system deployments following the 12th Philippines‑U.S. Bilateral Strategic Dialogue. The agreement includes the Typhon mid‑range missile launcher and the Navy‑Marine Expeditionary Ship Interdiction...

AboitizPower Agrees to Supply 30 Megawatts to Negros Cooperative
Aboitiz Power Corp. will supply Northern Negros Electric Cooperative (Noneco) with 30 MW of electricity, combining 10 MW of solar generation and 20 MW of baseload power. The mixed supply aims to meet rising demand in the cooperative’s franchise area while smoothing the...

How Japan Should Respond to Trump’s Project Vault
The Trump administration’s Project Vault earmarks about $12 billion to create a U.S. Strategic Critical Minerals Reserve, a public‑private partnership that purchases, stores and manages a diversified portfolio of essential raw materials. Japan’s current METI‑JOGMEC approach evaluates projects individually, which could...
Japan to Offer Support for Exports of Flexible Perovskite Solar Cells
Japan announced a new subsidy scheme to support overseas installations of flexible perovskite solar cells, aiming to accelerate the export of its homegrown renewable‑energy technology. The program targets projects in Southeast Asia, with Indonesia and Thailand identified as early beneficiaries....
Overseas Investors Tap Brakes on JGB Selling Post-Election
The Liberal Democratic Party’s landslide victory in Japan’s snap election has steadied the government‑bond market, halting a sharp rise in long‑term yields. Foreign institutional investors, who had been offloading JGBs, have paused sales and begun modest buying. Domestic investors are...
Hong Kong Plots Student Housing Buildup as Land Revenue Shrinks
Hong Kong’s government has earmarked the Kai Tak commercial site for student housing, marking the first use of open‑market land sales to spur such development. The move aims to offset shrinking land‑sale revenue while addressing a surge of mainland and other...
Vietnam Tackles Gold Fever with Black Market Crackdown
Vietnam has introduced fines of up to $12,000 to deter illicit gold trading, marking a decisive shift after ending a 13‑year state monopoly on gold production and sales. The new penalties target black‑market dealers and unlicensed jewelers, aiming to bring...
APSEZ Signs MoU with French Port to Deepen Cooperation on Trade Facilitation
Adani Ports and Special Economic Zone (APSEZ) has signed a Memorandum of Understanding with France’s Port of Marseille Fos to deepen cooperation on trade facilitation, port innovation and energy transition. The pact will create an IMEC Ports Club to coordinate the...
India–US Deal Under Fire as Kisan Bodies Call It ‘Anti-Farmer’, Urge President to Stop It
The Samyukt Kisan Morcha (SKM) has condemned the interim India‑US trade agreement, branding it anti‑farmer and urging President Droupadi Murmu to halt its signing. The coalition demanded the removal of the commerce minister and the IAS officer who signed a...