Thursday, May 28, 2026

China Reforms the Hukou System

Without fanfare, China is making rural migrants’ lives easier
https://www.economist.com/finance-and-economics/2026/05/28/without-fanfare-china-is-making-rural-migrants-lives-easier
The notorious hukou system is being relaxed. Marx would approve. 

'China Shock' Hits East Asia

How East Asia should respond to its China shock
https://www.economist.com/leaders/2026/05/28/how-east-asia-should-respond-to-its-china-shock
As they deindustrialize, Taiwan, South Korea and Japan must reform.
 
Japan, South Korea and Taiwan are suffering industrial rot
https://www.economist.com/finance-and-economics/2026/05/27/japan-south-korea-and-taiwan-are-suffering-industrial-rot
Artificial intelligence is concealing a China shock. 

Rise of Humanoid Robots

Robots will trigger the real AI revolution – and China is in the lead
https://www.telegraph.co.uk/business/2026/05/28/robots-will-trigger-real-ai-revolution-and-china-is-in-lead/
Humanoid machines have the potential to serve us well by enhancing productivity. 

KOSPI - Korea's Stock Market Boom

The world’s wildest stock market
https://www.telegraph.co.uk/business/2026/05/28/the-worlds-wildest-stock-market/
As investment fever grips South Korea, fears grow over the country’s murky governance practices. 

Wednesday, May 27, 2026

A Stunning Rally in Memory Chip Stocks

SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom
https://www.reuters.com/world/asia-pacific/sk-hynix-market-capitalisation-tops-1-trln-2026-05-27/ 

The Idaho Chip Maker That Doubled to $1 Trillion in 48 Days
https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-05-26-2026-901372fa
The run-up is a sign of how even the most basic elements of the AI build-out are getting swept up in the frenzy for semiconductor stocks.

Agricultural Productivity in LAC

Latin America’s Agricultural Boom Is Faltering
https://www.project-syndicate.org/commentary/productivity-crisis-threatening-latin-american-agriculture-by-ana-maria-ibanez-et-al-2026-05
The productivity growth that transformed agriculture across Latin America and the Caribbean has slowed sharply in recent years, with farmers increasingly relying on costly inputs rather than efficiency gains. Without sustained public investment, the region risks losing competitiveness and reversing decades of hard-won progress. 

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