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All predictions

Every prediction, with the date it was made and its outcome so far.

207 predictionsNewest first
27 Oct 2026China’s government signals a coal buying push — Australian coal is a winner, while Japanese and South Korean power utilities are the likely losers.Unresolved27 Oct 2026Washington’s South Korean advanced memory chipmaker anti-China restrictions will hit Samsung much harder than Beijing.Unresolved26 Oct 2026South Korea’s steel market pushes back on China yet harder.Unresolved26 Oct 2026Thailand’s online advertisers are going away from TikTok to Meta.Unresolved26 Oct 2026US chip design software firms will be squeezed yet further by Beijing’s EDA push.Unresolved23 Oct 2026Japan’s passenger EVs are turning Chinese.Unresolved23 Oct 2026Singapore gas is going to shift towards buying American.Unresolved23 Oct 2026Taiwan’s chipmakers will be hit by a big power bill in January.Unresolved22 Oct 2026Japanese electronic components manufacturer Ibiden’s estimated 70–80% share of the high-end AI server substrate market will fall below 70% by early 2028.Unresolved22 Oct 2026SSW Partners will agree to acquire foodpanda Taiwan by 31 December 2027 for less than US$500 million – at least 17% below Grab’s rejected US$600 million offer.Unresolved21 Oct 2026EVN's Quảng Trạch II power plant will start operating at least six months later than its planned April 2030 opening, putting Vietcombank into financial risk.Unresolved21 Oct 2026Samsung Electronics will secure at least KRW 1 trillion (US$700 million) in state-backed supplier loan guarantees by 30 June 2027.Unresolved
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