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Houthis reframing the narrative casting them as an Iranian proxy

A deadly Houthi attack on Riyadh’s international airport has highlighted how the Yemeni group is reframing its perceived “Iran proxy” role and shifting its regional focus to its ongoing battle against Saudi Arabia. The October 10 strike, in which 13 people were killed and hundreds injured, was the most violent episode on Saudi Arabian soil […]

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Throttling Ukraine’s Starlink access heightens concerns over Musk

The Ukrainian government on Tuesday night said that its access to the SpaceX-owned Starlink satellite internet service was throttled, prompting critics to question the wisdom of depending on any company owned by far-right billionaire Elon Musk. According to a Wednesday report in The New York Times, Ukrainian officials suspect that orders to restrict their access […]

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India’s ‘Goldilocks’ year curdles on weak rupee, Chinese inputs

TOKYO – Narendra Modi’s “Make in India” campaign has become a global brand. As China’s economy slows and multinationals look to diversify supply chains, the world’s most populous nation has eagerly cast itself as the obvious alternative. This was supposed to be the year the story came together. The Bharatiya Janata Party (BJP) billed 2026 […]

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The slow boiling of Indonesian democracy

The most consequential changes in a democracy do not always arrive with a constitutional crisis. Rather, they come through appointments, legal amendments and seemingly ordinary political bargains, accumulating one after another until the political system begins to look different from the one that came before. That is the real value of the “boiling frog” metaphor. […]

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Can AI be conscious? Ask the Indian sages

The debate over artificial intelligence has settled into a familiar rhythm. Will large language models eventually wake up? Do they possess an inner life, or are they merely sophisticated mimics of human output? Researchers disagree, and so do philosophers. A 2025 survey of 582 AI researchers asked how likely it is that AI systems with […]

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Postpone AI public offerings until US Congress acts

Anthropic, the maker of the Claude AI models, is preparing what could be the largest initial public offering in history, raising more than $100 billion, according to The New York Times, at a valuation near US$2 trillion. According to Reuters, which reviewed the draft prospectus (the document has not yet been made public), the company […]

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IMF warns of debt-fueled AI spending as bubble fears grow

The International Monetary Fund warned Tuesday that the global economy faces serious risks from Big Tech firms taking on massive debt to fund the buildout of artificial intelligence data centers worldwide. The IMF’s latest Global Financial Stability Report outlines a number of risks to economic growth in the coming years, including a reliance on AI […]

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US Navy’s SSN(X) won’t arrive for years as China closes sub gap

As the US Navy lays the groundwork for its next-generation SSN(X) attack submarine to replace its aging fleet, the US’s longstanding undersea supremacy faces an intensifying test against China’s rapid naval buildup, advancing acoustic stealth and superior shipyard capacity. The US Navy’s Naval Sea Systems Command (NAVSEA) issued a sources-sought notice to survey domestic shipyard […]

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After the end of history

As the war in Ukraine grinds into its fifth winter, the collapse of recent diplomatic initiatives and Washington’s explicit pivot from arming Kyiv to brokering a territorial freeze have laid bare a stark new reality. In February 2022, Western leaders predicted that sanctions would cripple Russia within months and that a united West would see […]

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How Beijing combines conservation and trade in panda diplomacy

Two giant pandas recently landed in Atlanta, a week after Donald Trump and Xi Jinping met in Washington. The summit produced no immediate breakthrough on trade deals, Taiwan or AI, but it did produce something cuddly for the American public: a pair of giant pandas, Ping Ping and Fu Shuang, which are on a ten-year […]

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The Frontier Express: when Samsung gets money

For most of the past thirty years, the semiconductor industry ran on a remarkably clean division of labor. Everybody knew their place. The caricature was almost this simple: TSMC printed. Memory makers crammed capacitors. Designers drew. And the money followed the drawing. TSMC took designs from Nvidia, Apple, AMD, Broadcom and others and reproduced them […]

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PTI opposition jailed as Trump embraces Pakistan’s Asim Munir

As US President Donald Trump deepens his ties with Pakistan’s powerful military chief Asim Munir, the nation’s government has detained the elected leadership of the last province controlled by jailed former Prime Minister Imran Khan’s opposition party – a move critics have condemned as a coup. Pakistan’s president, Asif Ali Zardari, declared a state of […]

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Trump aligns with Putin yet again, squeezing Ukraine and Europe

The deal struck by Donald Trump with his Russian counterpart, Vladimir Putin, on October 9 to allow Russia to sell millions of tonnes of diesel is a major departure from US policy and runs counter to Ukrainian and European interests. It also directly contradicts a law signed by the US president in September to authorize […]

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India’s superpower dream is just another recycled Modi slogan

Famous Indian author Shashi Tharoor was famously quoted as saying: “Everything in India is recycled, even the dreams “ In October 2010, The Economist ran a cover titled “How India’s growth will outpace China,” citing India’s young population, dynamic private sector and a strong democratic system as advantages over China’s state-led model. The IMF projected […]

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No, China is not filling the Western aid gap in Southeast Asia

When Australia’s Lowy Institute think tank released the 2025 edition of its Southeast Asia Aid Map in July last year, it projected that Western aid cuts would shift the region’s development finance toward Asian partners. Specifically, the report expected the center of gravity to “drift East, notably to Beijing but also Tokyo and Seoul.” Lowy’s […]

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The seven stages of American decline

When Donald Trump went to Joint Base Andrews on September 23 to greet Xi Jinping in person, strategic analysts took notice. American presidents rarely wait on the tarmac for visiting foreign leaders unless they want to say something. The gesture was not a scheduling quirk or a show of personal warmth. It signaled that Washington […]

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Iran war-depleted arsenal making US a less potent power

The Iran conflict has exposed a glaring blind spot in US war strategy. America can escalate in hours, but it can take years to rebuild the arsenal it consumes. Washington has begun addressing the arms-replenishment problem, a calculation it should have made before escalating. The Pentagon’s recent awards reflect the intensity of the challenge. In […]

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US turning B-52 bomber into long-range China ship killer

While the US is arming its long-serving B-52 with potent ship-killing missiles to take on China’s expanding navy, severe munition constraints and operational vulnerabilities could undermine its strategic impact. This month, multiple media outlets reported that the US Navy plans to award a sole-source contract to Lockheed Martin to integrate the AGM-158C Long-Range Anti-Ship Missile […]

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FCC product testing ban deepens US-China tech decoupling

The US Federal Communications Commission (FCC) is moving to bar every Chinese lab from testing electronics for the US market, a sector China dominates. And Chinese media and commentators say that Beijing, having already retaliated with three countermeasures, is ready to strike back again. The FCC said on October 7 that it will vote on […]

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Trump is free at last to be what he has always been for Putin

Poor Donald Trump. For the last 21 months he had to do a great deal of lying. He had to pretend at times that he really cared about the people dying in the Russo-Ukraine War, that he really wanted a deal that was good for Ukraine, that he was getting frustrated with Vladimir Putin, and […]

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