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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Jul- 2026 -11 JulyPower
China’s ethnic law reaches beyond its borders to silence Taiwan
Article 63 of Beijing's new Ethnic Unity law extends legal liability to overseas individuals and groups for acts deemed divisive, prompting Taiwan to weigh countermeasures and the European Parliament to…
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11 JulyCapital
Brent crude above $78 as Hormuz warzone costs outlast the ceasefire
Military escalation between the US and Iran has triggered a warzone designation that doubles mariner pay and raises insurance premiums on every barrel transiting the Strait, a cost structure that…
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10 JulyPower
Iran war reignites. Asia’s growth bet just collapsed.
Brent crude jumped to US$78 per barrel on July 9, the dollar strengthened, and Asian currencies fell in tandem, leaving central banks with shrinking room to support growth.
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10 JulyPower
China’s missile test splits its closest Pacific ally
The Solomon Islands joined a dozen Pacific nations in protesting Beijing's July 6 JL-3 submarine-launched ballistic missile test, exposing fractures in China's aid-for-silence strategy across the region.
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10 JulyCapital
Asia’s best founders are already in San Francisco
The U.S. captured 80% of global venture funding in early 2026, while Southeast Asia's tech funding collapsed to $2.2 billion in 2024, forcing founders like Yoevan Khemlani and Sanjil Jain…
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10 JulyCompass
Asia-Pacific tourism could stall far below pre-pandemic levels by 2028
PATA's lower-bound forecast projects 599.7 million arrivals by 2028—just 88% of 2019 volumes—with only 12 of 39 destinations recovering if geopolitical and climate shocks materialize.
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9 JulyCapital
America’s rare earth billions are feeding Asia’s magnet factories
The US has committed $1.28 billion to build a domestic magnet supply chain, but MP Materials, Energy Fuels and Phoenix are exporting most output to Japan and South Korea because…
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7 JulyCapital
Samsung’s record profits couldn’t save its stock from an AI reckoning
The Kospi fell 1.8% on July 7 as Samsung and SK Hynix each dropped 8.7%, signaling that good earnings no longer justify elevated valuations in the semiconductor supply chain.
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7 JulyTech & AI
A US chipmaker just moved supply chains out of China. Malaysia’s grid can’t keep up.
Vertiv opened a 236,000 sq ft factory in Johor on July 6, avoiding 45% US tariffs on Chinese-made power units, but data centre demand could consume a fifth of Malaysia's…
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6 JulyTech & AI
China is systematically stealing AI through smuggling and model theft
Malaysian customs seized $13 million in restricted chips bound for China, while Anthropic documented 25,000 fake accounts extracting capabilities from its Claude model—evidence that US export controls are being routed…
