Headlines

Know thy AI pessimists

(A quick note before we begin: GenInnov is hosting a call this Wednesday, November 11, for investors interested in discussing a range of innovation investment themes. Details and registration are here.) Markets lately look like a protest march against AI, a coalition of people

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China seeks to build ties with Iran

HONG KONG, Nov 9 - China is willing to pursue stronger ties with Iran, China's special envoy to the Middle East Zhai Jun said in talks with Ali Bagheri Kani, deputy secretary of Iran's Supreme National Security Council.

Asia •

America’s AI backlash is Asia’s design challenge

An AI server can meet every specification and still sit idle, waiting for electricity or local approval. For Asia’s suppliers, the US midterms have made those constraints harder to ignore. Their response should begin before the next specification is written. Political pressure

Asia •

Beware of JD Vance changing his tune on Iran

Following the supposed “blue wave,” marked by significant GOP midterm losses, JD Vance published an extended statement on X that some have interpreted as a meaningful admission of Republican failure, or even a rebuke of President Donald Trump. Vance seemed to offer an unusually

Asia •

Elevating US-Vietnam defense ties for regional stability

The June 2026 defense dialogues in Hanoi — underscored by the concurrent deployment of US Navy and Army cooperation missions to Central Vietnam — signal that the US-Vietnam security dynamic has transcended symbolic diplomacy. What began as careful tactical engagement is now a

Asia •

North China building fire kills 14

BEIJING, Nov 9 - A fire on Sunday at a high-rise building in Taiyuan, in the northern Chinese province of Shanxi, killed 14 people, the state-run Xinhua news agency said on Monday.

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US big-deck amphibious push risks a Chinese missile trap

The US Navy and Marine Corps’ push to expand the amphibious fleet has reignited a fundamental strategic dilemma: whether big-deck amphibious assault ships remain indispensable power-projection assets or high-value liabilities in an era of precision strike. This month, The War

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