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The Dutch government said it is holding talks with Nvidia Corp and Advanced Micro Devices regarding support for the construction of an artificial intelligence facility in the Netherlands trib.al/RKilwpz

1/10 FT: "A cheaper renminbi would help Chinese exporters remain competitive in the face of higher tariffs in the US, but it could also leave China open to the accusation of currency manipulation, a charge levelled by the previous Trump administration." ft.com/content/215e50…

Chinese officials are evaluating a potential option that involves Elon Musk acquiring TikTok's US operations if the company fails to fend off a controversial ban on the app trib.al/8thDG3y

Wall Street analysts are already starting to vanish. The rise of AI will eliminate other finance jobs, too trib.al/DxMAt0f via Bloomberg Opinion

China’s BYD will launch three electric passenger cars in South Korea this year, with an aggressive pricing strategy that it hopes will win market share from legacy local brands Hyundai and Kia trib.al/mHf3TaQ

#talentgrab

Trump plans to release an executive order elevating crypto as a policy priority and giving industry insiders a voice within his administration trib.al/kVUYYEe

Some thoughts the region in the coming year. ME Outlook 2025: Shifting Security Dynamics in the Gulf – NUS – Middle East Institute ⁦Middle East Inst-NUS⁩ ⁦𝙹𝚞𝚗𝚎 𝙿𝚊𝚛𝚔, 𝙿𝚑.𝙳.⁩ ⁦Georgetown University in Qatar⁩ ⁦GU-Q Dean⁩ ⁦Small States Research Program⁩ mei.nus.edu.sg/mei_media/me-o…

The Trump Administration may not support Intel fabs being run by a foreign entity, Reuters reports, in response to an earlier story by Bloomberg that said TSMC execs met with White House officials and had been asked to take a controlling stake in Intel’s fabs as part of a chip

DeepSeek’s breakthrough in artificial intelligence is helping drive a rotation of stock funds back into China from India trib.al/uhoiQ3F

About five years after China began a crackdown on it’s most powerful private business owners, the nation’s billionaire tech entrepreneurs are suddenly back in vogue trib.al/SYlfx9s

Do tech export controls cause China to more strongly and successfully pursue developing domestic alternatives? At a minimum, it’s obvious that export controls are neither a necessary nor a sufficient condition. Here is a a tiny subset of the long list of industries where

Taiwan's ASE to invest $200m in 'square' AI chip packaging tech s.nikkei.com/3X2WQiw

China called on the US to stop politicizing and weaponizing economic and trade issues, as Washington tries to limit overseas investments by Beijing in line with President Donald Trump’s “America First” policy. trib.al/SCTHBv2

Huawei CEO Ren Zhengfei "Our previous worries about lack of core technology have eased, I firmly believe that a greater China will rise faster" "China's advanced semiconductor manufacturing process can produce chips equivalent to 5.5nm, but TSMC and Samsung have already achieved

People seem to really love this chart I made showing China's overlapping tech-industrial ecosystems. In my High Capacity piece, I pointed out two trends: 1. Chinese firms are expanding across these different domains 2. These tech-industrial ecosystems themselves are converging

#US President Donald Trump responds to criticism over his increasing closeness to #Russia on Ukraine, saying the United States should worry “less” about Vladimir Putin. ara.tv/a2cye

Let's go to the last part of the Miran's paper, which is currencies (Chapter 4 & 5). Remember that his articulation of all the ills of the US trade imbalance is about the USD as a reserve currency & also the security support the US has to do (two burdens) that has grown,

Worst case scenario for the global dollar...

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