This Month
Trump unveils 10pc tariffs on all imports, higher for 60 countries
The president used aggressive rhetoric to describe a global trade system that the US helped to build, saying “our country has been looted, pillaged, raped, plundered”.
Jardine Matheson, giant of Hong Kong commerce, charts new course as investor
The storied Anglo-Asian conglomerate was founded as an opium trader in 1832 and famous as an inspiration for James Clavell’s novels. The shift marks a new incarnation.
PM, Dutton trade barbs; Star’s lifeline fails; Investors too calm
Read everything that’s happened in the news so far today.
China holds military exercises around Taiwan in fresh warning
Warships and fighter planes practiced drills, in what Beijing said was a warning to Taiwanese president Lai Ching-te.
RBA won’t join desperate guessing game
Central banks are as much on edge as markets, as the world waits to learn the impact and extent of Donald Trump’s tariffs. Caution reigns at the Reserve Bank.
March
Point King, Skip Capital in $111m payday by selling down Factor Bikes
The Australian investors will partially cash out their stake in the premium bicycle maker, selling a 21 per cent holding to Chinese manufacturer Zhonglu.
Australia’s Indo-Pacific destiny up for grabs in a new world order
Australia may have to give up on the idea of a strategic equilibrium and settle for something messier and less grand.
Treating Trump as economic illiterate on tariffs is the wrong strategy
Malcolm Turnbull is right that trying to negotiate an exemption from a volatile president is foolhardy. But many are assuming there is no reason to Donald Trump’s trade policies.
Hegseth hits back after China declares ‘we’re ready’ for war
The US defence secretary says “those who long for peace must prepare for war”.
Labor says supporting Ukraine an easy choice, but what about Taiwan?
The Chinese live-fire fiasco showed the government’s short-term domestic political considerations are hampering our ability to deter and damaging our credibility as an alliance partner.
Chipmaker TSMC to invest $161b in US to appease Trump
The Taiwanese company’s announcement comes as the president threatens to slap tariffs on the sector to try and boost American manufacturing.
Is Taiwan next? China keenly watches Trump dump Ukraine
The US president’s dramatic meltdown with Volodymyr Zelensky raises urgent questions about whether America would support the island if Beijing invaded.
February
The ‘insane’ question Nvidia must answer in earnings spotlight
One month after Chinese AI start-up DeepSeek wiped $US600 billion off Nvidia’s valuation, Jensen Huang needs to prove the show is still on the road.
Taiwan detains Chinese-crewed ship after undersea cable severed
Taiwan is preparing for the worst in an escalating subsea infrastructure battle after authorities detained a Chinese-crewed cargo vessel suspected of sabotage.
China tests Australia’s, Trump’s resolve on Taiwan
The shifting geopolitical landscape has opened new opportunities for Xi Jinping in his plans to wrest back control of Taiwan. Australia is increasingly exposed.
Why China’s state control is a hidden advantage in global AI race
While Western tech giants struggle with AI safety, China’s top-down, censorial approach might be creating more trustworthy systems for business use.
US enrages China after suggesting support for Taiwan independence
The United States Department of State has dropped a phrase from its online fact sheet that stated Washington does not support Taiwan’s independence.
Honda reports higher profits as it ends merger talks with Nissan
The carmakers finalised their decision to abandon negotiations on a $US58 billion combination.
Foxconn confirms eyeing stake in Nissan
The Taiwanese iPhone maker says it would consider a deal only as part of co-operation on electric vehicles.
China’s stunning new campaign to turn the world against Taiwan
Seventy countries have recently backed “all Chinese efforts” to take the island. They adopted that new wording in the past 18 months, after a Chinese diplomatic offensive across the global south.