The Bottom Line

The transformation of Japanese companies has helped drive Nikkei 225’s surge

India, where growth is blistering, hints at the answer

Central bank chief Vitai Ratanakorn has a broad ambit for the central bank; he wants to reform the Thai economy

If long-term interest rates decisively breach the 5% threshold, the impact can derail the AI boom

This might be remembered as a moment when the central bank switches its approach

A big dose of luck, and a distinctly odd character

The government isn’t retiring debt; it’s swapping expensive long-term IOUs for more short-term borrowing

Lies, damned lies and stock markets

Policymakers should focus on tax and planning reform to encourage enterprise rather than financial deregulation