China
China’s AI infrastructure will expand but risks remain
China has ramped up AI infrastructure investment as it competes with the United States for global AI leadership
ChinaGeopolitics will shape South-east Asian infrastructure
China aims to shape regional transport networks to benefit it economically and strategically
South-east AsiaChina’s Manus AI heats up agentic AI competition
The launch of an advanced AI agent has once again brought Chinese high-tech advancements into the global spotlight
InternationalChina-ASEAN economic ties deepen but challenges remain
China has ramped up investment and trade links with ASEAN amid elevated trade tensions with the United States and the EU
ChinaCanal tensions pose risks and opportunities for Panama
Trump’s return to the White House has seen tensions soar over control of the Panama Canal
PanamaChinese dominance will influence global dysprosium use
Demand is rising from many uses for heavy rare earth dysprosium; Chinese refiners control 99.9% of global supply
InternationalChina’s open-source AI push fuels its global ambitions
Since DeepSeek AI's global success, Chinese firms are increasingly embracing open-source AI
InternationalChina’s Middle East role will rise on region's terms
Already the region's main trade partner, Beijing has benefitted from rising anti-US sentiment in the Middle East
ChinaDefence budget will be major Australian election issue
Both parties promise higher defence spending, partly to placate Trump, amid fears over US reliability and China's threat
Australia
