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Blue nitrile gloves on ceramic formers along a factory production line

Deep Dives · 20 MAR 2025

Top Glove's 43-Billion-Piece Turnaround: How US Tariffs on China Are Rewiring Malaysia's Glove Trade

Top Glove swung to a RM30.28 million quarterly profit as US tariffs on Chinese gloves lifted North American volumes 13%, but with utilisation at 58% against a 70% target and European orders down 23%, the 43-billion-piece FY2025 goal demands a much stronger second half.

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Physical globe showing Africa and neighbouring continents on a wooden table

02 Deep Dives 27 DEC 2024

Planet BRICS: How the 2024 Enlargement Rewired the Bloc's Economics — and Drew a Dollar Ultimatum

In 2024 BRICS nearly doubled as Egypt, Iran, the UAE and Ethiopia joined, the Kazan summit agreed a partner-country track, and the enlarged bloc reached 28.1% of world GDP, 43% of oil output and 72.5% of rare-earth reserves — before Donald Trump's 100-percent tariff ultimatum put de-dollarisation on a collision course with Washington.

Oil tanker at sea near an arid mountainous coast

03 Deep Dives 15 AUG 2026

The Gulf’s War Economy: How the Hormuz Closure Rewrote Growth Forecasts Across the GCC

The US–Iran war did not bring the Gulf an oil windfall — it brought an export shock. The World Bank cut 2026 regional growth from 4.4% to 1.3%, Kuwait and Qatar face 8.1% contractions, yet bypass pipelines, ports outside the Strait of Hormuz and the UAE’s non-oil engine keep a sharp 2027 rebound alive.

Rows of heavy tractor trucks parked in a storage yard

04 Deep Dives 08 DEC 2025

China's 53% Problem: How Russia's Heavy-Truck Market Halved in 2025 and Handed the Wheel Back to KAMAZ

New heavy-truck sales in Russia fell 56% in January–November 2025 to 41,840 units as the scrappage fee, OTTS type-approval withdrawals, high credit rates and a ~50,000-unit dealer and leasing stock overhang cut Chinese brands' share from 70% to 53% — while domestic producers rose from 20% to 36% and KAMAZ reclaimed the lead with 30.1%.