Recent Posts

The machine that brought ‘Bongbong’ to victory

  In the days following the landslide victory of Ferdinand Marcos Jr, friends and colleagues in the US and Europe with memories of his father’s kleptocracy asked me how this could have happened. With all the forces working in Marcos’s favour, a more pertinent query might be: What was going to stop it? If you spent time before the Philippines’s ...

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Tesla hedging global supply chain bets

From India to Indonesia, Elon Musk is scouting out sites to make more Teslas for global roads. With the world mired in supply chain chaos, access to materials matters most. He’s got it right. After lobbying against India’s tight policies around manufacturing and prohibitive import duties, Musk is headed to meet Indonesia’s President Joko Widodo and visit several areas across ...

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SEC is stuff of Chinese investors’ fever dreams

  In recent days, about half a dozen investors in Hong Kong and New York who blame the US Securities and Exchange Commission for the recent selloff in China’s technology companies were being spoken to. They say they’ve spotted a pattern: provisional delisting announcements by the Washington regulator have tended to precede a drop in the broader market. On March ...

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