Macroeconomic Drivers - Energy serves as the fundamental input for all economic sectors, including AI, robotics, manufacturing, and transportation [1] - Demographic decline acts as a primary constraint on global economic growth, necessitating a rapid increase in output per capita to sustain expansion [1][2][3] Strategic Industry Outlook - The "Exponential Age" relies on AI and robotics to replace human labor, effectively decoupling economic productivity from shrinking workforce populations [1] - Global powers including the EU, Japan, China, the US, and the UK are simultaneously prioritizing energy transformation to mitigate demographic risks [2] - Reducing energy costs toward near-zero levels is identified as the critical path to decoupling GDP per capita from volatile commodity prices, such as oil [2]

9AM in Shanghai, Shenzhen, and here in Hong Kong, you're watching the China show. I'm Yvonne Man with David Ingles. Good morning.We're counting down to the open of markets in Greater China. Let's get your top stories today. Stocks across the Asia-Pacific jumping after cooler than expected U.S. inflation and also a rebound in tech.Now oil prices stabilizing as President Trump backs off on his proposed 20% Hormuz levy. Memory chip maker CXMT reveals plans to raise almost 10 billion in what shaping up to be Ch ...