Keith Lee is a Professor of AI and Data Science at the Gordon School of Business, part of the Swiss Institute of Artificial Intelligence (SIAI), where he leads research and teaching on AI-driven finance and data science. He is also a Senior Research Fellow with the GIAI Council, advising on the institute’s global research and financial strategy, including initiatives in Asia and the Middle East.
China’s global economic influence creates shared dependence
It reshapes rich-country industry and developing-country debt
Open-source AI deepens this reliance, making resilience vital
In 2023, China accounted for about
Globalization shifts tasks to cheaper hubs while people move unevenly
Left-behind places lose jobs and grow politically angry
Insure workers, boost mobility, and invest in local productivity
The narrative about regional bac
Manufacturing hires fewer people; services now drive job growth
Digital services hit $4.25T and robot density doubled, shrinking mid-skill factory roles
Pivot to service-led industrialisation with skills, standards, and digital trade rules
DTI misreads risk; it ignores cash-flow strain
Sweden shows the interest coverage ratio tracks stress while assets preserve solvency
Center policy and education on ICR, use counter-cyclical amortization, and curb high-cost credit
Shorter hours raise workweek productivity only where overwork and waste are high
Denmark shows pay falls when hours drop without real efficiency gains
Cut low-value tasks and add smart AI, then trim hours in burnout hotspots
Taiwan’s advanced chips make it a bargaining chip in U.S.–China–Japan rivalry
Tariffs, subsidies, and new fabs turn semiconductor leverage into day-to-day industrial policy
Education must build chip literacy and procurement buffers to withstand supply shocks
Grab–GoTo could control ~85–90% of ride-hailing, risking lock-in
Approve only with guardrails—data portability, fair access, pricing caps, driver-earnings floors—or block
Educators and ministries should bake these rules into procurement and curricula
US leadership in Asia is consolidating, not fading
Japan, Korea, Taiwan, and key ASEAN partners are tightening defense and tech ties with Washington
This hardening coalition outweighs rhetoric and is reshaping education and industry
War slashes output by destroying labor and capital
Ukraine’s displacement and ruined infrastructure cause long, Europe-wide economic scars
Recovery hinges on safe returns, demining, and rebuilding power and transport to unlock investment
Industrial subsidies in East Asia misallocate resources and dampen productivity
Cheap credit and opaque, incumbent-favoring programs entrench weak firms
Make support transparent, performance-based, and linked to skills and exit
Build a third AI stack for education
Adopt an Airbus-style consortium for procurement
Prioritize teacher time-savings, multilingual access, and audited safety
A single number highlights the stakes: in 2024, Airbus
The EU can afford to wait, but China cannot
German auto troubles have hardened Europe’s stance
Europe now builds leverage through new trade routes and partners
In 2024, the European Union ran a €304.5 billion goods defic
Export controls can accelerate innovation by forcing substitution
China’s AI stack shows rapid adaptation under GPU limits
Education must train for constraints, secure compute, and resilient supply chains
The fastest st
Digital money has arrived at scale
Public rails should anchor trust while markets build services
Schools and regulators must prepare for multi-rail payments with privacy, openness, and interoperability
A single numb
China’s critical minerals weaponization turns midstream processing into global economic leverage
Without local refining and skills, countries lose value and bargaining power
Build education-led processing hubs to capture margins and reduce chokepoint risk
AI sycophancy flatters users and reinforces errors in learning
It amplifies the Dunning–Kruger effect by boosting confidence without competence
Design and policy should reward grounded, low-threat corrections that improve accuracy
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