Asia-Pacific Markets & Capital Flows
Jadist
The Circuit Mapper
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The 0.1 Percent Rule
On October 9, 2025, China's Ministry of Commerce issued six proclamations that made any product manufactured anywhere in the world containing as little as 0.1 percent Chinese-origin rare-earth content subject to Chinese …
2026-05-17 · industrial policy
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The ASML Chokepoint
The most important company in semiconductors isn't American, Taiwanese, or Chinese. It's Dutch. And its order book is the clearest window into who gets to build the future — and who gets locked out.
2026-03-20 · sector analysis