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German officials are mapping U.S. supply-chain vulnerabilities to identify potential leverage in future disputes with President Donald Trump, as part of a broader European effort to reassess transatlantic ties. Early options include targeting major U

2026-03-26

German officials are mapping U.S. supply-chain vulnerabilities to identify potential leverage in future disputes with President Donald Trump, as part of a broader European effort to reassess transatlantic ties. Early options include targeting major U.S. tech firms such as Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc., as well as exploiting choke points in AI and semiconductor supply chains involving firms like ASML Holding NV. Officials also see leverage in Europe’s role in pharmaceuticals, chemicals and investment flows, while more extreme measures are viewed as unlikely due to potential economic and security fallout.

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2026-03-26

Asian high-end tech stocks are seen as the best hedge against a prolonged Iran war, according to the Robeco Emerging Stars Equities fund, which has outperformed 96% of peers. With over 40% of assets in South Korean and Taiwanese shares, the fund bets

Asian high-end tech stocks are seen as the best hedge against a prolonged Iran war, according to the Robeco Emerging Stars Equities fund, which has outperformed 96% of peers. With over 40% of assets in South Korean and Taiwanese shares, the fund bets AI-linked chipmakers will maintain pricing power even during downturns. Portfolio manager Jan de Bruijn highlighted their dominant global market shares. The $4.6 billion fund returned 45% over the past year and 6.8% so far in 2026.
2026-03-26

A former top Japanese national security adviser, Akihisa Nagashima, has urged Japan to consider sending warships to secure the Strait of Hormuz, protecting both its vessels and those of other nations. Nagashima suggested this could be done under a sp

A former top Japanese national security adviser, Akihisa Nagashima, has urged Japan to consider sending warships to secure the Strait of Hormuz, protecting both its vessels and those of other nations. Nagashima suggested this could be done under a special measures law, without altering Japan's pacifist constitution. He emphasized that protecting global shipping routes aligns with Japan’s national interests. Despite US pressure for greater involvement, Japan has pledged cooperation with European nations to ensure safe passage through the vital waterway.
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