Kazakhstan
Oil and uranium reserves neither Russia nor China fully controls, and a foreign policy built on keeping it that way — every new deal tests how long that balance holds.
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Sep- 2026 -5 SeptemberCapital
Uzbekistan is quietly rewriting Central Asia’s fintech map
With 39% of adults still unbanked, Tashkent's $1 billion strategy and September 2026 open-banking launch aim to displace Kazakhstan as the region's financial technology hub.
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Aug- 2026 -24 AugustCapital
Chinese fintech is betting billions on AI payments before the market exists
Lianlian DigiTech's adjusted operating profit surged 147 per cent to RMB156 million in H1 2026, even as reported net income collapsed 99 per cent—a deliberate trade-off to fund an Agent…
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22 AugustPower
Southeast Asia faces binary choice as US and China weaponise AI blocs
A draft State Department letter warns 35 countries that joining China's WAICO while participating in Pax Silica will jeopardise access to advanced AI infrastructure, ending decades of diplomatic hedging.
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9 AugustCapital
South Korea’s energy bet in Central Asia lacks the capital to win
KEPCO seeded a technology unit with 20 billion won, but China's state-backed packages bundle financing, equipment, and execution—a combination Seoul has yet to match.
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Jul- 2026 -22 JulyScience
Russia’s nuclear retreat opens Central Asia to Beijing and Washington
Rosatom announced a 50% investment cut on June 26, forcing Kazakhstan and Uzbekistan to weigh Chinese state-backed reactors and U.S. small modular designs against a cash-starved Russian incumbent.
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Jun- 2026 -24 JuneCapital
China just locked Central Asia’s uranium and copper supply
A $3.5 billion investment package across Uzbekistan, Kazakhstan and Kyrgyzstan signals Beijing is displacing Russia as the region's primary economic partner, controlling the fuel cycle from mine to reactor.
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10 JuneCapital
Kazakhstan’s oil buyers want more. Its pipes say no.
The Caspian Pipeline Consortium tops out near 1.3 million barrels per day, a ceiling that cannot lift despite Hormuz disruptions and Energy Minister Yerlan Akkenzhenov's confirmation that partners are requesting…
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9 JuneCapital
Hong Kong just bet $1.65 billion on Central Asia. The real trade is zero.
John Lee signed 96 cooperation documents in five days, but 2023 trade with both countries combined was barely $2.6 billion—a gap that reveals whether this is diversification or capital routing…
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6 JuneCapital
Hong Kong is quietly becoming Central Asia’s privatisation banker
Kazakhstan's state railway will list in the city in 2026, signalling a shift in who intermediates the region's US$68 billion state-asset sell-off away from London and Moscow.
