Monthly Newsletter Bulletin
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September 15, 2026
Story of the Week
China’s two-speed economy, record exports and a consumer who will not spend
Shipments are growing at 25% a year while retail sales barely move. Beijing now has a dedicated plan for the gap, but the fixes are slow...
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From the News Desk
Technology
US Shuts World’s Most Powerful AI, Triggers New Race
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Markets
IF Insights: Shein finally lists, and Hong Kong marks it down
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Energy
Iran war rewires Gulf trade, and infrastructure becomes the new oil
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Technology
Apple Event 2026: Foldable iPhone marks John Ternus’ first major statement as CEO
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