China
The latest on trade decisions, technology restrictions, military posture — none of it stays contained to China for long, and every neighbor’s strategy has to account for it.
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Jun- 2026 -24 JuneCapital
China just became the world’s oil price setter
By cutting imports three million barrels per day during the June 2026 Strait of Hormuz crisis, Beijing deployed one billion barrels in reserves to prevent the price spike markets had…
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24 JuneTech & AI
One Chinese platform owns Asia’s property deals. Nobody else can copy it.
KE Holdings' Beike reported US$9.4 billion in 2025 revenues by controlling the entire transaction—not just listings—but fragmented land records across Southeast Asia and India make replication nearly impossible.
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24 JuneCapital
Gold’s $1,000 bet now rests entirely on the Federal Reserve
Deutsche Bank cut its gold forecast to $3,800 per ounce if markets price in three to four rate hikes, down from a $4,800 base case that assumes the Fed holds…
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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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23 JuneTech & AI
China is writing the rulebook for Southeast Asia’s AI data
On May 22, the Shenzhen Data Exchange signed a memorandum with Malaysian firm Zetrix AI to pilot cross-border data trading, but the real prize is setting governance standards that will…
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22 JuneCapital
China’s yuan push hits a wall: control beats convertibility
At the Lujiazui Forum, Beijing announced a new facility for foreign central banks to borrow yuan, but the currency still settles just 3.3% of global payments—a gap a decade of…
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22 JuneCapital
Australia’s wine bet on Southeast Asia, not just China
Southeast Asian exports hit AUD 374 million in 2025, up 11 per cent, as the industry hedges against renewed dependence on a single market after tariffs fell.
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21 JunePower
Asia is arming Japan to balance China, not fear it
Defense deals with the Philippines, Australia, and Indonesia signal regional acceptance of Tokyo's military buildup, even as Beijing warns of remilitarization.
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19 JuneTech & AI
China’s state-backed 3D printer makers are closing the Western gap
Rongsu Technology raised RMB 100 million from government investors to scale wire-fed metal printing, signaling Beijing's shift from catching up to controlling who qualifies for mass production.
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19 JuneCapital
Chinese EV makers just claimed 17.6 percent of Indonesia’s car market
BYD, DSFK and Wuling Motors are moving beyond showroom announcements to factory investment, backed by 1.83 million new energy vehicle exports from China in the first five months of 2026.
