Shuli Ren
Why the Iran war has morphed into panic selling in Asia
The sell-off may have come as somewhat of a surprise for investors
THE BOTTOM LINE
A crisis lurks as Asians bring money back home
Repatriation, or the ‘Sell America’ narrative, will be a key theme
THE BOTTOM LINE
Imagine OpenAI bonds, Labubu everywhere
Could 2026 see these four market developments?
Repeat after me: Never underestimate China
By the law of large numbers, it still has the cost advantage in advanced manufacturing
A great wealth transfer is happening in China
In some parts of the country, retirees are the richest while Gen X and millennials are struggling
Sorry, Pop Mart, Labubu is just not Lego or Pokemon
The continued reliance on scarcity to sell its products could turn consumers off