The world economy: geopolitics, supply chains, and cross-border money.
For two decades, "China plus one" was about hedging political risk.
When COVID-19 hit, the world expected Pfizer and Moderna to save it.
Every other major EV market depends on incentives.
When Russia invaded Ukraine in 2022, European countries panicked.
Most people think it's just light regulation.
When India announced Chandrayaan-3, most people laughed.
I looked at Southeast Asia first.
Everyone told me that.
Yes, this country is intense.
