Business
Maybe the Trust Busters Got It Wrong
To the Editor:
The current airline business model may be wrong (“Farewell, Ultra-Cheap Flights. What Spirit’s Demise Means for You—and Airline Stocks,” Cover Story, May 8). A hundred years ago, Boeing was vertically integrated. It manufactured the airframe and engine, owned an airline, and operated its airliners. The antitrust bureaucrats and the courts forced Boeing into being only an original equipment manufacturer. Maybe there will be an opportunity to replicate such a model in the future.
Business
Samsung, labor union to meet in ‘last chance’ talks to avert costly strike

Samsung, labor union to meet in ‘last chance’ talks to avert costly strike
Business
The Winners and Losers of Oil’s New World Order
The war in Iran has triggered the largest oil-supply disruption in modern history.
The crisis in the Strait of Hormuz is forcing governments to redefine energy security for an age of geopolitical fragmentation—one in which resilience depends not only on how much oil the world produces, but where it flows, who can get it and which countries are able to absorb the shock when it is interrupted.
Nearly 15% of global oil supply has been removed from the market. Crude prices remain elevated above $100 a barrel after initially spiking higher. They will very likely move sharply higher as inventories run dry.
But while the oil market is global and rising costs are felt everywhere, the consequences are not evenly distributed.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Business
Dino Polska: Growth Intact, Profitability Still Under Pressure
Dino Polska: Growth Intact, Profitability Still Under Pressure
Business
FedEx: SOTP Valuation Suggests That The Easy Money Has Already Been Made (NYSE:FDX)
An independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,’ where I discuss my views on the US and Indian markets every week. In addition, I actively undertake quantitative research in the areas of US equities, Behavioural Finance, Corporate Governance, Activist Hedge Funds, Cryptocurrencies and M&A , and have published in top-ranked peer-reviewed journals.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Business
China and ASEAN’s Cooperation as a Blueprint for Worldwide Climate Leadership
China-ASEAN green economic cooperation is driving sustainable development, with China investing $5.2 billion in ASEAN energy projects (2019-2023). Bilateral trade reached $1 trillion in 2025. Projects like Cambodia’s Lower Sesan II hydropower station exemplify mutual benefits through clean energy, job creation, and technology transfer.
Key Points
• China-ASEAN green economic cooperation is a key pillar of their comprehensive strategic partnership, with Chinese enterprises contributing $5.2 billion in energy-related greenfield projects (2019–2023) and bilateral trade reaching $1 trillion in 2025, driven significantly by electric vehicle exports.
• Major collaborative energy projects, including hydropower, wind, and solar initiatives across Cambodia, Laos, and Malaysia, have seen installed capacity grow 15-fold since 2014, creating jobs and supporting local economic development.
• The partnership serves as a replicable Global South model, emphasizing technology transfer, green finance training, and mutual benefit without political conditions, while jointly advancing Paris Agreement goals and regional energy transition.
China-ASEAN Green Economy Cooperation: A Strategic Partnership for Sustainable Development
Growing Collaboration Rooted in Policy and Investment
Green economic collaboration between China and ASEAN has emerged as a cornerstone of their comprehensive strategic partnership, now marking its fifth anniversary. Guided by the Plan of Action to Implement the ASEAN-China Comprehensive Strategic Partnership (2026–30), the cooperation focuses on green industrialization, emerging energy technologies, and mobilizing green investment. China ranks as the top source of public clean energy investment in Southeast Asia from 2013 to 2023. Chinese enterprises have contributed a cumulative $5.2 billion in energy-related greenfield projects between 2019 and 2023, while bilateral trade reached $1 trillion in the first 11 months of 2025, growing 8.5 percent year-on-year.
Complementary Strengths Driving Tangible Energy Transformation
China’s Complete Green Industry Chain Meets ASEAN’s Renewable Potential
China’s advanced green technology and mature development experience align naturally with ASEAN’s abundant renewable energy resources and vast market potential. By end of 2024, investment in hydropower, wind, and photovoltaic projects had surged more than fivefold compared to 2014, with installed capacity skyrocketing 15-fold. Landmark projects — including Cambodia’s Lower Sesan II hydropower station, Laos’ Monsoon Wind Power project, and Malaysia’s Sejingkat energy storage facility — illustrate this synergy. The Lower Sesan II project alone generates 1.97 billion kilowatt-hours annually, serving approximately 2.6 million people, while simultaneously training over 20 Cambodian engineers through structured mentorship programs.
A Replicable Model for Global South Climate Governance
Technology Transfer and Mutual Respect as Foundations for Broader Impact
Beyond regional benefits, ASEAN-China green cooperation is increasingly recognized as a scalable model for developing nations worldwide. Operating on principles of mutual respect, equality, and mutual benefit — free from political conditions — China supports ASEAN through technology transfer, capacity building, and green finance training. Notable examples include the China-Cambodia South-South cooperation low-carbon demonstration zone in Preah Sihanouk Province and joint karst research recognized by the UN Office for South-South Cooperation. Secretary-General Shi Zhongjun emphasized that by jointly advancing the Paris Agreement goals and promoting energy transition, China and ASEAN are actively safeguarding the common interests of the Global South while contributing meaningfully to global climate governance.
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