Perspective

PERSPECTIVE

Tariffs aren’t the biggest drag on global trade. Standards are

Product-safety and environmental rules have multiplied like an invasive species

The pattern of under-consumption in China will not be easy to break, as it would demand a wholesale transformation of the economy's structure.
PERSPECTIVE

The major economies’ prospects in 2026

The forces shaping the performance of China, Europe and the US are largely immune to policy

Despite powerful evidence of tariff policies' harmful effects and several partial reversals, Trump continues to tout protectionism.
PERSPECTIVE

Trump’s big, not-so-beautiful economic mess

Trump’s tariff wars have imposed steep costs on key allies, triggered price spikes, and hurt American producers and farmers

Pop Mart, the Chinese firm behind Labubu dolls (above), is battling a scourge of fake Lafufus that have flooded online marketplaces.
PERSPECTIVE

What Novo Nordisk, OpenAI and Pop Mart have in common

All three have suffered the curse of overnight success

Racks for data servers, GPUs and CPUs in a data centre. It is estimated that US$3 trillion to US$7 trillion will be invested in AI infrastructure in the next five years.
PERSPECTIVE

Manias, panics and AI

The history of investment booms suggests three questions that should be asked of the current one

US President Donald Trump (right) on Nov 20 announced that "certain agricultural imports from Brazil should no longer be subject to the additional (40% surcharge)", handing Brazilian President Luiz Inacio Lula da Silva a win.
PERSPECTIVE

Brazil offers lesson in winning the ‘Taco’ trade

Global politicians need to understand that White House policy is driven by melodrama and instinct

Although a market crash would surprise almost nobody, few have thought about its consequences.
PERSPECTIVE

How markets could topple the global economy

If the AI bubble bursts, an unusual recession could follow

Solar panels on the roof of a railway station in Hangzhou, Zhejiang province. By the end of last year, China had installed 887 gigawatts of solar-power capacity – close to double Europe’s and America’s combined total.
PERSPECTIVE

China’s clean-energy revolution will reshape markets and politics

The world’s biggest manufacturer now has an interest in the world decarbonising

In 2024, Brazil provided about six times more beef to the US than Argentina. However, 76.4 per cent tariffs are likely to affect supply and price.
PERSPECTIVE

The steak economy is more than just high prices

Markets – like armies – march on their stomachs

Simba and M1 have pledged to retain their popular S$10 and S$12 mobile plans for at least two years, and to maintain pricing for existing customers during that period.
PERSPECTIVE

Rare public consultation on Simba-M1 deal will test our telco values

In an age of cyberthreats and foreign interference, decisions on who controls core infrastructure must go beyond closed-door reviews