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India suspends the Indus River Treaty and demands that Pakistan stop supporting cross-border terrorism. This move will directly affect 75% of Pakistan's agricultural water use, potentially leading to a 30% reduction in food production and endangering the food security of 220 million people. Qingqiao's viewpoint: 01The Syrian government has reached a historic agreement with Kurdish armed groups The Syrian government has signed a historic agreement with Kurdish armed groups, which includes a comprehensive ceasefire and the integration of Kurdish armed groups into the government army; Kurdish controlled border ports, airports, and oil fields will be transferred to central jurisdiction by the end of the year; Safeguarding the language and cultural rights of Kurdish people. Qingqiao's viewpoint: Kurds are the fourth largest ethnic group in the Middle East, with about 30 million people, mainly distributed in the border areas of Türkiye, Syria, Iraq and Iran. During the Assad government in Syria (1970-2024), the use and dissemination of Kurdish language and culture were long prohibited. The Syrian Kurdish armed group was established in 2014 with the support of the United States and is an important force in the fight against the extremist organization "Islamic State" in Syria. The armed group currently controls a large area of northeastern Syria and holds approximately 80% of Syria's oil resources. The oil reserves controlled by the Kurdish region in Syria reach 2.5 billion barrels, enough to repay 60% of Syria's foreign debt. The Kurdish trade of oil fields for "cultural freedom" is essentially a helpless compromise under the suppression of power, reflecting the structural dilemma of minority groups in the nation-state system. The "tragedy" of this choice lies not only in the inequality of its transaction itself, but also in how it reveals how the "autonomous fantasy" is fragmented into concessions in real politics, ultimately unable to escape the fate of being dominated. 01Malaysian coffee brand ZUS accelerates expansion Malaysian coffee brand ZUS plans to open 200 new stores in Southeast Asia this year, with a focus on Malaysia, the Philippines, and Singapore. ZUS surpassed Starbucks early last year to become the largest chain coffee shop brand in Malaysia. Qingqiao's viewpoint: ZUS was founded in 2019 and initially focused on coffee delivery. During the pandemic, it quickly rose to prominence. After the conflict broke out, Starbucks was boycotted by Malaysian Muslims due to its national identity. Regional brands can challenge international giants' standardized products through "local supply chain+health narrative", especially in the food and beverage industry, where flavor localization is the key to breakthrough. 01The United States restores Thailand's highest aviation safety level Qingqiao's viewpoint: Qingqiao's viewpoint: The buying of negative yield Japanese bonds is essentially a derivative strategy of exchanging bond losses for exchange rate profits. As global attention focuses on the AI frenzy in the US stock market, a 'cold war' around the yen has quietly begun between Tokyo and Wall Street. The ultimate outcome of this game may reshape the global capital flow map by 2025. Historical reference: In 1998, the Japanese yen surged by 25% in three months, and during the 2008 crisis, it appreciated by 10% in a single day.
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