Asia Pacific
South-east Asia will try to negotiate US tariffs down
The region’s countries are among the hardest hit by US President Donald Trump’s ‘reciprocal’ tariffs
Both of Australia’s main parties will lose ground
Labor and the opposition coalition are losing ground to smaller parties and independents ahead of the May 3 election
China’s space operations will fuel US arms race
A Chinese manoeuvre that the United States deemed “dogfighting” with satellites has boosted US calls to militarise space
Additional IMF support will help Pakistan greatly
Pakistan recently reached a staff-level agreement with the Fund on its existing support package and a new programme
PakistanChina will remain key in legacy semiconductor trade
Despite US technology controls, Chinese semiconductor exports have been on the rise
InternationalChina’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 AsiaEquities’ failure to curb US policy puts onus on bonds
European and Chinese equity markets are benefiting from doubts over the US economy
InternationalTaiwan’s security will depend on unity and US ties
Taipei’s latest defence review has shown its reliance on asymmetric warfare and continued US support
Taiwan
