Vietnam’s Insane Economic Boom Explained

Recommendable!

(3) Vietnam’s Insane Economic Boom Explained - YouTube

How Brazil Missed The Opportunity Of Becoming a Superpower

Very recommendable!

(165) How Brazil Missed The Opportunity Of Becoming Superpower | Curious Case Of Brazil | The Blueprint - YouTube

Autoindustrie: Der einstige Exportweltmeister Deutschland wird zum Absatzmarkt für China

Wahrscheinlich ist die Schlagzeile übertrieben, aber nicht völlig! Wie ernst ist die Situation?

Wie behauptet sich die deutsche Autoindustrie in anderen Ländern ausserhalb Europas?

"Jahrzehntelang war die Rollenverteilung klar: Deutschland baut Autos, China kauft sie. Volkswagen, BMW, Mercedes-Benz und Porsche verdienten Milliarden im größten Automarkt der Welt. Deutsche Werke produzierten in erster Linie für den Export. Diese Ordnung zerfällt gerade. So schnell wie nie.

China ist inzwischen das wichtigste Herkunftsland für nach Deutschland importierte Neuwagen. Gleichzeitig brechen die deutschen Ausfuhren ein. Während chinesische Hersteller ihre gewaltigen Produktionskapazitäten mit immer mehr Exporten in den Rest der Welt drücken, bauen deutsche Autofirmen Jobs und Fabriken ab. Deutschland verliert China als Absatzmarkt und bekommt China dafür als Konkurrenten im Heimatmarkt. ...

Ein aus China importiertes Auto kann auch ein Modell eines deutschen oder europäischen Konzerns sein.

BMW lässt den elektrischen Mini in China fertigen. Der Cupra aus dem Volkswagen-Konzern kommt ebenfalls von dort. Smart produziert seine Fahrzeuge gemeinsam mit dem chinesischen Großaktionär Geely vollständig in China. ...

Noch deutlicher wird die Verschiebung auf europäischer Ebene. Im Jahr 2025 sanken die Ausfuhren von Autos und Fahrzeugteilen aus der EU nach China um 34 Prozent auf nur noch 16 Milliarden Euro. Gleichzeitig stiegen die entsprechenden Importe aus China um acht Prozent auf den Rekordwert von 22 Milliarden Euro. ..."

Autoindustrie: Der einstige Exportweltmeister Deutschland wird zum Absatzmarkt für China | NIUS

New $11bn Pinglu canal underscores China's turn toward Southeast Asia

Good news!

"Next week, Chinese officials plan to inaugurate a new shipping channel intended to invigorate trade along the country's south coast and spur development in inland provinces.

In recent years, Southeast Asia has overtaken Europe and North America as China's top trading partner, and the new Pinglu Canal could help accelerate this even further. Built in just four years, the canal's rapid construction contrasts with lackluster progress on overseas canal projects involving Chinese interests. ..."

"The Pinglu Canal ... is a 134.2-kilometer inland river I-class waterway under construction between Xijin reservoir on the Yu river in Hengzhou and the lower part of the Qin River, allowing access to the Gulf of Tonkin.

The canal will shorten the route between inland Guangxi and the sea by up to 560 km (350 mi).[1] It is China's first river-to-sea canal since the founding of the People's Republic. ..." (Wikipedia)

New $11bn canal underscores China's turn toward Southeast Asia - Nikkei Asia "Construction completed in just 4 years ..."

Source

Tel Aviv Stock Exchange again considerably outperforms S&P, NASDAQ, and STOXX Europe 600 in the year 5786

Happy New Year (Rosh Hashanah) Israel!

Unfortunately, I (Google) could not find a chart with historical monthly data from 2000 to 2026! This is bad!

"... In the Jewish year 5786, which in the TASE’s analysis is the period September 25, 2025 to September 4, 2026, the Tel Aviv 35 Index rose by 40.5% ...

In New York, the S&P 500 Index and the Dow Jones Index rose by 16% over the same period, while the Nasdaq rose by 18%.

In Europe, the STOXX Europe 600 Index rose by 17%, and the
MSCI World Index, which tracks the developed countries, rose by 16.5%. ..."

Tel Aviv Stock Exchange again outperforms in 5786 - Globes "In the Jewish year just ending, the Tel Aviv 35 Index rose by 40.5%, which compares with a 16% rise in the S&P 500 Index in the same period."

A Business Baby Boom in the US in 2026, but it started under the 46th President

Good news!

"Americans filed 578,926 new business applications in July, an increase of 8.1 percent from June and 23.4 percent from a year earlier.

That was the highest monthly total in the Census Bureau’s seasonally adjusted series, which stretches back to July 2004. It exceeded even the extraordinary July 2020 pandemic surge by 5.9 percent.

This is broader than a spectacular month. Applications in

creased in April, May, June, and July. The three-month average reached a record 547,848, up 9.8 percent from the preceding three months"

Breitbart Business Digest

Business Formation Statistics Monthly Data Release — July 2026 (original news release)

The careful observer will notice that the monthly business formation data already picked during the term the 46th President and stayed high ever since (Source)

The Trump Manufacturing Boom Gets Even Stronger

Good news! Sounds like a strong economic expansion thanks to the pro business Trump administration.

"Orders are rising, factories are turning out more capital equipment, job openings are soaring, and purchasing managers say the expansion continued in August. Four reports released over the past few weeks approach the factory sector from different directions. All of them found accelerating strength in durable goods, the core of U.S. manufacturing. ..."

Breitbart Business Digest

BRICS: How A 4-Letter Economic Bet Became A Global Power Platform since 2001

Recommendable!

(242) BRICS: How A 4-Letter Economic Bet Became A Global Power Platform | Firstpost America - YouTube

China Shock Puts Germany's Economy Under Strain

Bad news! Not only Germany, but other Western countries too face tougher competition from Chinese manufactured products.

(237) China Shock Puts Germany's Economy Under Strain | WION World Business Watch - YouTube

Something Is Wrong With Indonesian Economy | Dark Side of Indonesia’s Economic Boom

Recommendable!

So Western countries decided not to buy nickel anymore when it comes from coal powered smelters like in Indonesia?

On top of that these smelters are owned by Chinese companies.

(155) Something Is Wrong With Indonesian Economy | Dark Side of Indonesia’s Economic Boom | The Blueprint - YouTube

How Sweden built one of Europe’s hottest startup ecosystems

Recommendable!

"Sweden is perhaps one of the world’s hottest tech hubs right now. It has long been home to Spotify and Klarna, but this latest wave of companies — from legal AI startup Legora to vibe-coding tool company Lovable — has left everyone wondering what’s going on in one of the world’s happiest countries. ...

This year, the startup ecosystem has raised $2.8 billion in funding, according to Dealroom, and is projected to hit at least $5 billion.

Last year, the ecosystem raised $3.2 billion.

Nothing has quite matched the $8.5 billion raised in 2021 — a reflection of the hot venture market that later cooled and is now, per the data, starting to heat back up again. Other big emerging names from the ecosystem include Neko Health and autonomous freight company Einride. ...

the latest wave of startups in Stockholm is benefiting from the first generation of entrepreneurs, who are providing resources and mentorship to the latest generation — or, in some cases, becoming repeat founders themselves (Spotify founder Daniel Ek, for instance, is also the founder of Neko Health). ..."

How Sweden built one of Europe’s hottest startup ecosystems  | TechCrunch

What is not Lovable about Sophia Bendz (Source), a general partner at Cherry Ventures based in Stockholm. Just kidding!

Israel’s GDP growth reflects fast-rising Nvidia revenue

Amazing stuff! Like Nvidia Manna from heaven! 😊

"When Nvidia acquired Mellanox six years ago, few officials at the Ministry of Finance and Bank of Israel would have imagined that within a short time, the US chipmaker would become not only a global phenomenon and the most valuable company in the world, but also a major engine behind the growth of the Israeli economy - all without actually producing a single chip in Israel itself.

With 6,000 employees in Israel, Nvidia's footprint in the economy has become so large that the Central Bureau of Statistics has produced a new figure for growth without Nvidia’s activity. ...

Over the entire previous year, Israeli GDP grew by 3.5%, but without Nvidia, growth would have amounted to only 2.1%. ..."

Israel’s GDP growth reflects fast-rising Nvidia revenue - Globes "Nvidia’s networking division is seeing an exponential rise in revenue, making it a major engine of growth for the Israeli economy."

Xi’s China Faces Massive Unemployment Crisis as 12.7 Million Graduates Seek Jobs and with a persistent double digit youth unemployment rate

Serious stuff!

(244) Xi’s China Faces Massive Unemployment Crisis as 12.7 Million Graduates Seek Jobs | Vantage | 4K - YouTube

Bangladesh’s Power Crisis Deepens, Dhaka Seeks India's Help, Here's Why

Bad news!

(471) Bangladesh’s Power Crisis Deepens, Dhaka Seeks India's Help, Here's Why | FP Explains - YouTube

What’s Gone Wrong With Australia’s Economy?

Recommendable, but the video ends abruptly!

(628) What’s Gone Wrong With Australia’s Economy? - YouTube

Business investment in Canada barely enough to offset depreciation since 2018

Bad news!

"... 

• Canada’s stagnant productivity performance over the past decade is tied to weak investment in non-residential assets such as factories, plants, machinery, equipment, and intellectual property.
• While there is some understanding of the country’s weak national performance in attracting investment, the performance of individual provinces is less well known and is important for an understanding of the current tensions within the country.
• Between 2018 and 2025, three provinces experienced an average annual decline in the overall value of their non-residential assets, meaning that the current levels of investment were insufficient to offset the depreciation (i.e., wear and tear) of existing assets.
• Alberta (-1.05%), Newfoundland & Labrador (-0.67 percent), and Saskatchewan (-0.44 percent) all recorded average annual real (i.e., inflation-adjusted) declines in the value of the stock of non-residential assets like plants, machinery, equipment, and intellectual property. Put simply, the stock of these assets was worth less in 2025 than it was in 2018 (inflation-adjusted).
• Over the same period, the nation as a whole recorded markedly weak growth in the stock of non-residential assets (0.99 percent), on an average annual basis.

..."

Business investment in Canada barely enough to offset depreciation since 2018 with actual declines in Alberta, Saskatchewan, and Newfoundland and Labrador

Jobless Claims in the US Remain Below 200,000 For Third Straight Week—First Time in 57 Years

Good economic news! Below 200,000! Wow! This is probably as close as it gets to full employment in the US by this measure.

Maybe AI is not a job killer as of yet.

"Jobless claims have been below 200,000 for three consecutive weeks, the first such streak in 57 years. The last time jobless claims remained this low for this long was in 1969, during the extraordinary stretch of low unemployment from 1967 through 1969. The current numbers are all the more extraordinary because the workforce is more than twice as large and the last period’s labor numbers benefited from a military draft to support the Vietnam War.

The four-week moving average of claims fell to 198,750. Because claims can be volatile, many economists think this number is a better guide to the health of the labor market. The four-week average was last this low for two weeks in 2022. Prior to that, it had not been that low since 1969, when it hit an all-time low of 179,000. ..."

Jobless Claims Remain Below 200,000 For Third Straight Week—First Time in 57 Years "The number of new claims for unemployment benefits remained near a historical low last week, indicating few Americans are losing their jobs to layoffs."

Y-axis is log scale (because of the huge, distorting spike in 2020, grey shading indicates recession)

President Trump Jumps in to Save Japan's Yen; Why?

Very recommendable! I had forgotten that Japan is one of the world's largest holders of US government bonds.

(240) Trump Jumps in to Save Japan's Yen; Why? | Vantage on Firstpost | 4K - YouTube

The Rise of India's Middle Class, Explained with Palki Sharma

Very recommendable! Nice synopsis!

(1979) The Rise of India's Middle Class, Explained | Bharat Bioscope with Palki Sharma |India Global Review - YouTube

Uzbeks in training in Uzbekistan to boost Japan's logistics industry as truck drivers

Recommendable! An aging and shrinking population in Japan.

Why is Japan not developing robo trucks? Instead of teaching Uzbeks to speak Japanese and to drive trucks?

(1829) Uzbeks in training to boost Japan's logistics industryーNHK WORLD-JAPAN NEWS - YouTube