US-China rivalry
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The New Iron Curtains of AI: How US and Chinese Rulebooks Are Rewiring Power
AI policy has become industrial policy, export control, and alliance management at once. Since 2020, Washington and Beijing have converged on a blunt insight: whoever writes the rules for models, chips, and data flows sets the pecking order. Both are building regulatory perimeters that do more than “keep us safe.”…
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Coercion by the Kilogram: Rare Earths and the Next Phase of US–China Competition
On April 4, 2025, China’s Ministry of Commerce imposed new licensing requirements on exports of seven rare earth elements (REEs) and their associated products, including permanent magnets. While not an outright ban, this move adds regulatory friction to the global supply of critical materials such as samarium, gadolinium, terbium, dysprosium,…
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China’s Semiconductor Investment Defies Economics—But Makes Perfect Strategic Sense
In 2024, China launched the third instalment of its National Integrated Circuit Industry Investment Fund, a $48 billion investment vehicle to turbocharge the nation’s semiconductor industry, even as it continues to lag behind industry leaders. The country has decided to double down on what appears to be an economically irrational…
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Drama in Manila: Duterte vs Marcos Feud Determines Future of the Philippines
The escalating rivalry between former President Rodrigo Duterte and incumbent President Ferdinand Marcos Jr. has evolved into a defining moment for Philippine politics and foreign policy. As the country grapples with the fallout of Duterte’s arrest and deepening political polarization ahead of the 2028 presidential race, the contest between the…
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Persian Gulf’s AI-ization: Playing Both Sides in a Bipolar Tech World
Guest Article by Mostafa Bushehri Caught between Silicon Valley and Shenzhen, the Gulf is betting its oil fortune on becoming the world’s next AI super-node. “We are in the age of a huge industrial revolution that will change the rules of politics, economics, and societies,” declared Arab League Secretary-General Ahmad…
Sino-Southeast Initiative 