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 -3 JuneCompass
Taiwan’s tourism pivot: fewer visitors, higher spending
Inbound arrivals remain 80% below 2019 levels, but Taipei is deliberately chasing premium travellers over crowds, targeting NT$60,000 per visitor by 2030.
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3 JuneCompass
Taiwan’s tourism recovery stalls as Chinese visitors stay away
With 3 million inbound arrivals by April 2026 trailing pre-pandemic levels, Taipei is abandoning volume targets and chasing higher-spending guests instead.
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3 JuneTech & AI
AI is splitting India’s outsourcing industry in two
Global Capability Centers owned by US firms are absorbing India's top talent while traditional IT services face automation-driven margin collapse and hiring freezes.
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2 JunePower
Australia and Japan offer Pacific islands a third way between superpowers
A record A$2.2 billion in Australian aid paired with Japanese military hardware gives island nations an alternative to Beijing—but only if they ignore climate change.
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2 JuneCapital
China built a $2 trillion megacity. It cannot build the trust inside it.
The Northern Metropolis physically wires Hong Kong to Shenzhen, but two legal systems and a customs border remain the harder problem to solve.
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2 JuneCapital
East Asia’s families are ditching apartments for stock portfolios
South Korea's brokerage accounts for minors jumped 272% in early 2026, signaling a generational shift away from property as inheritance vehicles amid weakening real estate markets.
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1 JuneEarth
A super El Niño is coming to a warmer planet than ever
The World Meteorological Organization forecasts a 70% chance the 2025–2029 global average exceeds 1.5°C above pre-industrial levels, stacking a potential strong El Niño on top of already-elevated baseline warmth.
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1 JuneCapital
Indonesia’s nickel boom is actually Beijing’s supply chain
The country banned raw exports to capture value, but Chinese state firms now control the smelters refining it, while the rupiah slides to 1998 crisis levels.
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May- 2026 -31 MayTech & AI
China’s surveillance city is already inside your devices
Shenzhen electrified 22,000 taxis and cleared robotaxis across 205 square kilometres, but the same platforms routing that convenience also fuse identity, payment, and location into infrastructure residents cannot escape.
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31 MayEarth
Vietnam’s clean-air gamble rests on a struggling state champion
Vietnam targets 30% electric motorbikes by 2030 under National Power Development Plan VIII to combat severe urban air pollution. But the strategy relies on loss-making VinFast, disputed pollution data showing…
