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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
Toilet paper on empty supermarket shelves, lockdown panic buying
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By Eva RoytburgMarch 23, 2026
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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More AsiaPage 8 of 61
AsiaStarbucks sells 60% of China unit to Boyu at $4 billion value
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AsiaXi quips about backdoors during Xiaomi phone gift to Korea’s Lee
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Japan's Prime Minister Sanae Takaichi (L) shakes hands with Chinese President Xi Jinping ahead of the Japan-China summit on the sidelines of the Asia-Pacific Economic Cooperation (APEC) Summit in Gyeongju on October 31, 2025.
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President Donald Trump and Xi Jinping shake hands in 2019 before a bilateral meeting on the sidelines of the G20 Summit in Osaka, Japan.
North AmericaTrump and Xi Jinping meet at a temporary trade truce just days after China purchased its first U.S. soybeans from this year’s harvest
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AsiaWhy ASEAN membership matters for Southeast Asia’s smallest economy: It’s a ‘credible signal’ of stability to wary international investors
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President Donald Trump shakes hands with South Korean President Lee Jae Myung as they attend a high honor ceremony at the Gyeongju National Museum in Gyoeongju, South Korea, Wednesday, Oct. 29, 2025.
AsiaGold-adorned brownies, gold medal crowns: Seoul turns up the pomp to impress Trump, and it seems to be working
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President Donald Trump, left, and Japanese Prime Minister Sanae Takaichi shake hands before their summit talk at Akasaka Palace in Tokyo, Tuesday, Oct. 28, 2025.
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SAN DIEGO, CALIFORNIA - NOVEMBER 18: The U.S Navy USS Nimitz (CVN-68), the world's oldest nuclear-powered aircraft carrier sails out of San Diego Bay to the Pacific Ocean to perform readiness drills before returning its homeport of Naval Base Kitsap on November 18, 2024 in San Diego, California. The ship is scheduled to be decommissioned in fiscal 2026. (Photo by Kevin Carter/Getty Images)
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AsiaChina asks U.S. to protect ‘hard-won’ results before Xi-Trump meeting
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