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11/11 20:00
China grip on prices of critical minerals delays energy-sto…
Price volatility in critical minerals, largely shaped by China’s market, is delaying or derailing nearly one in four energy-storage investments worldwide, according to a new report, highlighting the extent to which strategic materials have become a growing geopolitical flashpoint. Some 23 per cent of investors, lenders, developers and producers said otherwise viable energy-storage projects had been deferred or scrapped because of unpredictable pricing, said a report published by law firm DLA...
#Rare earths#Energy storage#China#Energy#Renewable energy#Commodities

11/11 19:00
Swire Properties and Thai partner bank on Upper House brand…
Hong Kong-based Swire Properties and its Thai partner City Realty are making an aggressive sales push with wealthy Hongkongers as they promote Upper House-branded residences in Bangkok. With more than 100 flats worth 10 billion baht (US$298 million) sold since the launch in May, the two towers – called the Upper House Residences Bangkok and The Wireless Residences by Upper House – had drawn buyers from Hong Kong, Tokyo, Taipei and Europe, according to the Hong Kong-based developer. Thai citizens...
#International Property#Asia housing and property#Property investment#Swire Group#Tokyo#Thailand

11/11 17:00
World leaders – but only some – begin talks at UN climate c…
World leaders began arriving on Wednesday to start formal discussions at the United Nations climate change conference in Turkey, hoping to agree on concrete actions to curb global warming after a year of deadly floods, heatwaves and other climate-related disasters. But what can and will be accomplished at the 11-day Conference of the Parties, called Cop31, remains to be seen. Past talks have been criticised for making promises that later fell flat, and some big names are missing from this year’s...
#Climate change#United Nations#United States#Africa#European Union#Americas and the Caribbean

11/11 16:00
How China’s ‘two-for-one’ diplomatic threat forced Japan’s…
One year after Prime Minister Sanae Takaichi’s remarks on a Taiwan contingency froze Beijing-Tokyo ties, a Japanese media report has detailed a failed diplomatic mission to turn the table. The episode, revealed by the Yomiuri newspaper on Sunday, occurred during a meeting in Beijing on November 18 last year between Masaaki Kanai from the Japanese foreign ministry and his Chinese counterpart Liu Jinsong, then head of Asian affairs. The report said Kanai was conveying a message from Takaichi that...
#China-Japan relations#Sanae Takaichi#China#Taiwan#Japan#United States

11/11 15:00
Inflation jitters throw wrench into US Treasury auction ami…
The latest auction of the 10-year US Treasury drew weak demand from investors after a hot reading on inflation and the prospect of an aggressive rate increase flagged by a Federal Reserve official spurred the most violent bond sell-offs in months. It may also further validate China’s de-dollarisation push to promote the internationalisation of its currency. The batch of the US$42 billion Treasury was sold at 5.02 per cent, higher than the 5.01 per cent yield on the long-end debt on the secondary...
#Bonds#US Federal Reserve#Central banks#Banking & finance#Interest rates#US Treasury

11/11 13:00
Japan and Vietnam to work together on critical minerals to…
An agreement between Japan and Vietnam to step up cooperation in critical minerals by tapping the Southeast Asian nation’s massive reserves could protect Tokyo from a slowdown in shipments from China, the world’s No 1 source of rare earth metals, analysts said, but replacing China was “unrealistic”. During Vietnamese President To Lam’s visit to Tokyo this week, the two countries released a “joint vision statement” that said both countries had consented to “look into the possibility of...

11/11 11:00
Letters | Why ‘hurt feelings’ do not convey the depth of Be…
Your October 27 report, “Football star Kylian Mbappe faces huge China backlash over ‘unacceptable’ remark”, prompted me to revisit a long-standing concern about intercultural communication: rendering 伤害中国人民的感情 (shānghài Zhōngguó rénmín de gǎnqíng) as “hurts the feelings of the Chinese people” inadvertently diminishes the seriousness of the objection. I served for more than two-and-a-half years as a Peace Corps volunteer in Guizhou, where I developed a deep appreciation for Chinese history,...

Why mainland China investors are finding better returns abr…
Mainland Chinese mutual funds investing overseas have delivered sharply diverging returns this year, with products tied to energy and US stocks outperforming while funds tracking Hong Kong equities lagged behind. Energy-linked funds topped the rankings among outbound investment products under the Qualified Domestic Institutional Investor (QDII) programme, according to financial data provider Wind. The performance reflects a 50 per cent surge in crude oil prices in 2026 after US strikes on Iran...
#China stock market#Stocks#Investing#Artificial intelligence (AI)#Energy#China

11/11 10:00
Japan to fortify denial capabilities with US in defence str…
Japan is considering including a commitment to strengthening its “capabilities to deny” an adversary’s aggression in coordination with the United States in a major defence policy document to be revised later this year, government sources said on Tuesday. The basic guidelines for the National Defence Strategy will also call for expanded Japan-US cooperation to strengthen the defence industrial base and deeper security ties with like-minded countries, the sources said. The National Security...
#Japan#US-Japan relations#Defence#Sanae Takaichi#Russia#China

11/11 08:00
Will China’s maritime moves push Japan and South Korea clos…
China’s growing naval presence in the waters between Japan and South Korea could give the two neighbours a new incentive to overcome long-standing historical tensions and strengthen security cooperation, according to analysts. A reported sharp increase in Chinese warships and coastguard vessels passing through the strait that separates the two countries, some operating alongside Russian forces, has raised concerns about Beijing’s expanding maritime reach. The strait, which links the East China...
#Japan#South Korea#China-Japan relations#China-South Korea relations#Defence#China’s military
