Newsletter By 2026-06-29
In reality, the genuine challenge that the AI wave poses to global capital markets lies in its fragmentation and decomposition of the traditional market structure into distinct categories, a shift that will become highly pronounced in future valuations. Taking everything into perspective, the AI wave will not directly trigger a massive financial crisis, though the probability of a future financial crisis remains distinctly present, in the opinion of
ANBOUND’s founder Kung Chan, published in
CEOWORLD Magazine.
>>Russian President Vladimir Putin’s recent state visit to China, which was his first foreign trip of 2026. For Beijing, maintaining a deliberate pace maximizes its buyers’ advantage and allows alternative supply chains to mature. The true key to Eurasian energy security lies not in a single northern pipeline, but in a diversified, networked western corridor that mitigates risk and ensures supply chain autonomy, a structural reality that will shape the continent’s geopolitical architecture for decades, according to
ANBOUND’s founder Kung Chan and Research Fellow Yang Xite in an
article published in
Modern Diplomacy.
The phenomenon of the "super internal circulation" of local government financing vehicles and state-owned enterprises (SOEs) in China is widespread across multiple provinces nationwide. This is particularly prominent in third- and fourth-tier cities, county-level areas, and resource-based regions. Such a situation has realistic motivations rooted in local risk aversion and resource control, but in essence, it is a localized regression of marketization and a shift toward a planned economy in disguise, wrote
He Yan, researcher at ANBOUND.
>>In the fact, tech companies are beginning to realize that the development of AI has expanded beyond the scope of pure engineering problems. What truly deserves attention is the public governance gap exposed by this shift. The truly scarce resource may no longer be just computing power, algorithms, and capital, but rather the governance capacity to establish coordination mechanisms among technological innovation, market forces, and the public interest, noted
Liu Lidan, Researcher Fellow at ANBOUND.
>>The "rate cut + balance sheet reduction" monetary policy framework proposed by the new Federal Reserve Chair Kevin Warsh has evolved into a double dilemma under prevailing economic conditions. Amid rising inflation and a robust labor market, the justification for Fed rate cuts is tenuous at best. While a contraction of the balance sheet remains technically feasible, the central bank shall calibrate its pace and intensity with extreme precision, stated
Wei Hongxu, Senior Economist of China Macro-Economy Research Center at ANBOUND.
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