Striking from @dskilling on "the great reindustrialisation" — a new capex boom with "first-order implications across the global economy". Net zero transition + AI +, of course, geopolitical rivalry. "wartime economies tend to be capital intensive....." davidskilling.substa…

Quoted in @SCMPNews on US / Taiwan naval drills and delicate situation US faces as "military seeks to cooperate with Taipei to reinforce deterrence without derailing tentative recent improvements in diplomatic ties between Beijing and Washington". @ecfr www.scmp.com/news/ch…

Book research: a chance to read or re-read the things you meant to study more carefully at the time, and to be grateful to those who slogged away doing them ☺️📚🙏

Just landed back in Singapore from Manila. The south China Sea at dusk, on the way in. Astoundingly beautiful, and not a water canon in sight.

Malaysia bling > Singapore bling. "The couple got Money an LV collar with the letter M, estimated to cost over RM3,000 (S$860), and a specially made-to-order pouch with an illustration of the cat......" www.straitstimes.com…