Canada Rules Out a China FTA as Trump’s Tariff Pressure Mounts After Easing Trade Frictions, Canada and China Take Friendlier Steps, Including Lower Tariffs Canada’s Prime Minister Signals Resolve to Push Back at the U.S. Canada has flat

Latin America Emerges as a Strategic Hub for Critical Minerals, Drawing a Surge in Global Mining Investment China Moves Aggressively, While the U.S.

Global CEOs’ confidence in revenue growth sinks to a five-year low Pressure mounts to show returns on AI spending, with few firms seeing real financial gains Rushed AI rollouts backfire, hurting service quality and driving up costs Glo

Surge in technology leaks hits semiconductors, displays, and secondary batteries Laws tightened, but light prison sentences blunt deterrent effect Korea should look to tougher responses in the U.S.

EU pushes “Made in Europe” legislation, doubling down on protectionist trade stance Moves to shield industrial competitiveness amid fiscal strain and slowing growth Energy supply risks and trade tensions with China add pressure across the bloc

TSMC sets 2026 capex at $52 billion to $56 billion Plans to ramp up U.S.

Nvidia raises the bar for HBM4 supply, intensifying race on speed and logic dies Samsung leans on foundry strength, while SK Hynix faces TSMC bottlenecks Is Nvidia pushing supplier competition to gain leverage in HBM price talks? Nvidia ha

Samsung Electronics and SK Hynix ramp up DRAM output amid a memory supply crunch Memory prices expected to keep surging, pushing up PC and smartphone prices China’s CXMT accelerates in scale and capability, emerging as a key market wildcard Majo

Japan steps up response to China’s weaponization of rare earths, declares supply-chain overhaul with G7 Supply-chain self-reliance push dating back to the 2010s expands to deep-sea mining Political calculations cited amid parliament dissolution and early election prospects

China’s EV-heavy support leaves gasoline cars stranded, fueling an export glut Over-subsidization sickens China’s EV sector as oversupply and price wars persist Local governments prop up zombie firms, distorting markets as debt pressure mounts

Korean Shipbuilding assets pile up in M&A market, but deals move slowly MASGA hopes and the supercycle inflate valuations, raising acquisition burden Capex pressure, Japan’s catch-up and other risks remain piled up K

U.S. invasion of Venezuela unlikely to have major short-term impact on global oil prices Despite holding the world’s largest reserves, output accounts for just 1% as infrastructure collapse and U.S.

December FOMC deepens internal Fed rift over whether to cut rates Judgment grows opaque as polarization runs through the U.S.

Korean regulators and parliament move in tandem to strengthen CISO authority at financial firms Repeated hacking and data breaches fuel growing consumer concerns Financial sector revamps security systems, but market says “lenient penalties are the real problem”

China’s Debt Ratio Climbs to 302.3% by End-September, Liabilities Top 400 Trillion Yuan Surge in Local Government Debt and Deflation-Driven Nominal Growth Slowdown Push Ratio Higher Authorities Move on Debt Rollovers and Demand Stimulus, but Doubts Linger Over Short-Term Impact

Harman to Buy ZF ADAS Unit for €1.5bn, Stepping Up SDV Push Samsung Electronics on M&A Spree With Fläkt, Sound United, Xealth Legal Risks Cleared, New M&A Team in Place — Questions Linger Over Scale and Direction

Baidu Teams Up with Uber and Lyft to Roll Out Robotaxi Services in the UK “Is It Safe to Expand This Fast?” Safety Concerns Linger With Safety Data Already Accumulated, Robotaxis Push Past Controversy Toward Commercialization

Surging ESS Demand Driven by Renewables and Data Centers, Reshaping the Power Market Battery Makers Hit by the EV “Chasm” Turn to ESS as the Next Growth Engine China’s Price Edge Helps It Dominate the Global Battery Market, Korea Moves to Catch Up <

South Korea’s Five Guys to Be Acquired by H&Q Equity Partners at an Estimated $45–55 Million After a String of Failed Bets Including Esquire and 11st, Is Five Guys a Comeback Play? Securing Japan Rights Through Equity Purchase—Could It Become the Next Burger King Japan?

“Will Allow Nvidia H200 Exports to China” Trump’s Hardline Move US Pushback Grows, While Self-Reliant China Responds Coolly US Chip Export Strategy Seen as Losing Leverage Over China As US President Donald Trump moves to ease semicondu