The Business Times

Matthew Quaife

From China’s DeepSeek and autonomous driving, to South Korea’s memory chips, Asia has proved itself a leader in the AI race.

Asia’s domestic strength amid diversification

Strong appetite for AI servers, chips and data centre equipment should partially offset the downward pressure on exports

Aglobal recession is not around the next corner, and near-term sentiment and growth outlooks are supportive. But we are not out of the woods.
COMMENTARY

Recession delayed but not avoided

The risk of a cyclical recession is probable in the next 12 months and markets are too complacent of this risk

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