Singapore’s plan to import up to 1.3 GW of electricity via a corridor linking Vietnam, Malaysia and Singapore puts the ASEAN Power Grid to a commercial test. Who will sign long-term contracts for power expected from 2035, who will carry the risk of delays and shortfalls, and can other buyers eventually use the same connection?
Samsung and SK hynix are generating extraordinary profits, yet investors are questioning the durability of the AI spending boom. Ahead of their October earnings updates, South Korea’s chipmakers face a harder test: turning industrial indispensability into lasting financial resilience.
China wants more capital to finance AI, semiconductors and advanced manufacturing — but also less speculation and stronger market discipline. Through Wu Qing, Altair Media examines whether “patient capital” can be designed without weakening the market’s ability to price risk.
Mukesh Ambani’s real power lies not only in the size of Reliance, but in how he uses its balance sheet. Profits from mature businesses can finance new industries long before public markets are ready to price them.
Temasek is state-owned, but it is not a ministry. Through Dilhan Pillay, Altair Media examines how Singapore combines public ownership, commercial discipline and patient capital to invest across AI, infrastructure, energy and long-term economic transitions.
Japan does not lack capital. Its challenge is making that capital move. Through Hiromi Yamaji and the Tokyo Stock Exchange, Altair Media examines how governance reform, higher interest rates and changing corporate behaviour are reshaping the way Japanese capital is allocated.
Hong Kong was built through movement and connection. Migration, Cantonese culture, colonial institutions, manufacturing, finance and extraordinary urban density created a society between worlds—one whose future now depends on redefining what it connects.
A new U.S. sanctions proposal could place China’s largest banks under significant pressure, marking a shift from targeting Russia’s economy to targeting the financial networks supporting it. The development raises broader questions about energy, finance and the future architecture of the global financial system.
Samsung reported record profits and investors responded by selling. The reaction may reveal less about semiconductor demand itself and more about a changing market psychology as the AI economy moves from deployment towards productivity.
European companies and Chinese companies often compete in the same markets. Yet they frequently operate within very different economic architectures. Understanding those differences helps explain why debates about subsidies, trade and industrial policy have become increasingly central to relations between Europe and China.
