Anjani Trivedi

ANJANI TRIVEDI IS A BLOOMBERG OPINION COLUMNIST COVERING INDUSTRIAL COMPANIES IN ASIA. PREVIOUSLY, SHE WAS A REPORTER FOR THE WALL STREET JOURNAL.

The complex cycle of the semiconductor market is getting trickier to predict.
THE BOTTOM LINE

Chipmaking machines face a crunch of their own

Equipment companies had become immune to the ups and downs of the demand cycle. Not any more.

A manufacturing line at a factory of SMC Corporation in Beijing.

What more can Xi Jinping do for China Inc?

Beijing wants more high-end manufacturing, but it’s on Chinese companies to make the next big leap

China has been a major destination for capital spending by the largest semiconductor equipment companies.

The US plan to block China on chips will backfire

Curbing Beijing’s access to cutting-edge technology will cause collateral damage. It’s not worth the risk

A Toyota bZ4X electric sport utility vehicle (SUV) on display at the company's showroom in Toyota City, Aichi Prefecture, Japan, on Monday, June 13, 2022.  Photographer: Akio Kon/Bloomberg

The wheels have come off electric vehicles

If Toyota’s cars can’t keep their tyres on, what good is its US$35 billion EV pledge?

Venture capital and private equity firms risk being left behind as governments and big companies bet on the physical infrastructure future.
THE BOTTOM LINE

The industrial future is taking shape; VCs are missing out

Burnt-out investors are sitting on the sidelines while governments flex their muscles with multibillion dollar subsidies. 

It's time to redefine global financial centres on more subjective criteria than regulatory robustness or the size and depth of capital markets, the writer says.

Over New York, London and Hong Kong? Time to move on

The world’s financial centres are in danger of becoming passe, as workers opt for a better life post-pandemic.