FRIDAY, JULY 24, 2026

Trump drops forced-labor tariff bombshell on 60 economies — supply chain chaos incoming. China claims single-electron chip breakthrough that could shatter AI memory bottleneck. New survey shows more Americans now believe China leads in AI. The tariff move is clever and ugly — wrapping protectionism in human rights makes it harder for allies to push back. Watch Japan shipbuilders, they're suddenly getting investor love as hidden gems in a fractured trade world. China's single-electron memory claim is wild — if real, it rewrites the AI hardware race. The issue is, SCMP is the messenger, so take it with salt. But the timing alongside the AI perception survey is not an accident. BYD is gunning for Malaysia's luxury EV segment — this is the playbook: flood ASEAN with premium models while Western brands are distracted by tariffs. Good signal for BYD's margin story. NDRC meeting with Indonesia on maritime and economic cooperation — quiet but important. China locking in resource and shippi

Trump drops forced-labor tariff bombshell on 60 economies — supply chain chaos incoming. China claims single-electron chip breakthrough that could shatter AI memory bottleneck. New survey shows more Americans now believe China leads in AI.