Journalism in a World of Obsolete Geopolitical Assumptions There is no "trade truce" between the US and China. That was Steve Okun's opening line — and he meant every word of it. Steve returned for his annual session with the National Press Foundation's International Trade Reporting Fellowship, speaking to 25 journalists from across Asia on geopolitics and trade. The message was clear: too many stories are still being told through a lens that no longer reflects reality. Three

Steven jolined panelists Horace Zona, Katie Wu, Obinna Isiadinso and Rodrigo Abreu for a great discussion at the Global Private Capital Conference’s “Scaling Data Centers Globally”. Chips, NIMBY, Power, Skilled Labor, Sovereign AI: Challenges and Opportunities for Scaling Data Centers Globally. In Q1 2026 alone, in Global Private Capital Association's markets, capital invested in data centers reached USD5.2b, above most full-year totals. But there are many emerging issues whi

Tariffs are relative. Will Trump lower China’s tariffs to close to those planned for SE Asia when either the Agreements on Reciprocal Trade or the Section 301 tariffs kick-in, either by July 24 when 122 expires? The lower the differential on tariffs between China and countries like Malaysia, Thailand and Vietnam, the more likely companies which left China will return, reversing in part China +1.

Steve, Taimur Baig, Ethan Wu, and Deborah Elms return for the latest in the geopolitical series I host for The Nanson. While the US and China continue a period of no further escaltion in their trade war, Trump moves forward on tariffs for the rest of Asia. China has neither overplayed its hand nor shot itself in the foot, sitting stronger today more because of US actions than its own foresight, but still with all the challenegs the region has with them. Forecasting the econom