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

A global 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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