Trumpโs 15% tariff locks in US volatility risk for Asia
New blanket tariff may ultimately prove temporary but US policy risk is here to stay for export-oriented Asia
Trump-Putin deal could include US investors reopening Nord Stream
Trump is seeking incentives for Russia but convincing Europe to go along would be difficult
China warns of retaliation as Trump unveils new tariff plan
Relocation of labor-intensive manufacturing from China to Southeast Asia will continue as tariffs uncertainties and risks persist
Asia braces for Trump’s tariff Plan B and dollar Plan C
Supreme Court ruling won’t stop Trump from imposing new levies but the bigger risk is what he may have in store for the dollar
China building a different AI future than the West
Western debates focus on AI replacing humans; in China, emphasis is on functional reorganization toward a predictive state


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FEBRUARY 20, 2026
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