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Hanya Investment said emerging-market (EM) bonds have moved beyond the narrow distressed niche of the 1990s; USD sovereigns rated investment-grade rose from 0% in 1991 to over 50% in 2025. The firm warned large fiscal needs and structurally high soci

2026-09-23

Hanya Investment said emerging-market (EM) bonds have moved beyond the narrow distressed niche of the 1990s; USD sovereigns rated investment-grade rose from 0% in 1991 to over 50% in 2025. The firm warned large fiscal needs and structurally high social spending in some developed markets could complicate a sustained decline in inflation. AI-driven disruption, geopolitical tensions, shifting trade blocs and energy-security concerns are increasing dispersion in EM growth, inflation and policy rates, creating selection opportunities across credits and duration.

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2026-09-23

[Foxconn Leads Taiwanese Companies in Planned AI Server and New Energy Industrial Base in Poland] According to Nikkei, a multi-billion dollar industrial base led by Foxconn is planned to be built in Poland, focusing on artificial intelligence servers

[Foxconn Leads Taiwanese Companies in Planned AI Server and New Energy Industrial Base in Poland] According to Nikkei, a multi-billion dollar industrial base led by Foxconn is planned to be built in Poland, focusing on artificial intelligence servers and electric vehicle components. A formal agreement is expected to be signed between Poland and the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) by the end of the year. The industrial base, located in Mechenia near Wrocław in southwestern Poland, will cover up to 280 hectares. The site was previously reserved for Intel, but the company withdrew last year due to cost-cutting measures. The Polish government's approximately $1.96 billion aid package previously prepared for the Intel project is expected to be used to support TEEMA member companies joining the industrial base. Sources indicate that Foxconn is expected to invest approximately $20 billion in the project. Poland anticipates that the project will create up to 40,000 jobs in the high-tech and manufacturing sectors, while also stimulating the development of research, medical, and educational infrastructure.
2026-09-23

The U.S. embassy in Canberra criticized Australia’s proposed “digital duty of care,” which would compel online services — including social platforms, game companies and AI chatbots — to build products safe for users under 18 and permit Australian use

The U.S. embassy in Canberra criticized Australia’s proposed “digital duty of care,” which would compel online services — including social platforms, game companies and AI chatbots — to build products safe for users under 18 and permit Australian users to opt out of algorithmic recommendations. Washington urged Canberra to withdraw any requirement that would force platforms to suppress content based on government-defined, vague safety standards. The unusually sharp U.S. rebuke underscores rising bilateral friction as global regulators tighten rules on Meta and other tech firms and signals a new regulatory and compliance risk for platforms and AI services.
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