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Keith Lee

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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.

Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

Tariffs won’t fix the deficit; they raise prices for U.S.

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Keith Lee

BRI is reshaping value chains, creating real growth with tight dependencies U.S.

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Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

Stories stick differently: meaning-first vs.

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Keith Lee

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

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Keith Lee

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

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Keith Lee

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

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Keith Lee

EU firms keep investing despite weaker growth and falling U.S.

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Keith Lee

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

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Keith Lee

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 A

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