SCMP Opinion
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Insight and opinion from the South China Morning Post. Write to us: [email protected]
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https://www.scmp.com/comment/insight-opinion 05-08-2022 08:37:20
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Nicholas Spiro (Nicholas Spiro) writes that the emerging market rally is as much about fleeing the US as finding value. Emerging market equities have seen their longest winning streak since 2004, but it is premature to talk of a renaissance. scmp.com/opinion/world-…
Nicholas Spiro (Nicholas Spiro) writes that an AI-fuelled data centre bubble is not on the horizon in Asia. The region provides strong reassurance that the AI boom is not the only factor driving development and investment in data centres. scmp.com/opinion/asia-o…
Nikola Mikovic (Никола Миковић / Nikola Mikovic) writes that #Russia is losing out as the US and #China turn to Central Asia. The region that has traditionally been in Russia’s geopolitical orbit is turning into a new arena of competition between the US and China. scmp.com/opinion/asia-o…