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China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze

Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.

By Nicholas GordonMarch 25, 2026
Philippine President Marcos oversees fuel subsidy rollout for public transport in Metro Manila
Philippine president declares state of emergency due to “imminent danger of a critically low energy supply”
By The Associated PressMarch 24, 2026
Grab expands to Taiwan, its first non-Southeast Asian market, with $600 million Foodpanda deal
By Angelica AngMarch 24, 2026
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The Iran war cripples Asia’s supplies of fertilizer and helium, threatening farms and chipmakers alike
By Angelica AngMarch 23, 2026
Apple CEO praises China partners as Beijing applies pressure
By BloombergMarch 22, 2026
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