China's economy recovered in Q1 2025, but the ongoing conflict involving Iran is weighing on the 2026 growth outlook. Energy market disruption tied to Middle East instability presents the key transmission risk, with potential pressure on manufacturing costs and export demand. Beijing's policy response to the external s

2mo ago · 1 min · Global Affairs

ASML raised its 2026 outlook, attributing the upgrade to stronger AI-driven demand for its semiconductor lithography equipment. The revision is a positive signal for the broader chip supply chain, suggesting chipmakers are not pulling back on capital spending. Delivery schedules and order book details will be the next

2mo ago · 1 min · Markets