Japan
Chip markets swing, the yen wobbles, a shrinking workforce reshapes manufacturing from underneath — an economy that keeps rewriting itself while still setting the regional pace.
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Aug- 2026 -16 AugustCapital
Japan’s $85 billion yen rescue failed in two weeks
The US and Japan spent more than $85 billion buying yen in late July, the largest two-day intervention since 2011, but by mid-August the yen was sliding back toward 160…
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14 AugustTech & AI
A Chinese chipmaker nobody knows just became worth more than Intel
CXMT's $540.5 billion valuation rests on a 6.73% free float, making the ranking misleading—but the $8.6 billion capital behind it is real.
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14 AugustPower
Trump’s 100% drone tariff targets China, reshapes allied supply chains
A Section 232 order signed August 13 imposes tiered duties on unmanned aircraft, with allies gaining lower rates only if hardware and software originate in approved countries.
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13 AugustCompass
Thailand is quietly winning the race for Chinese tourists from Japan
With 5.1 million Chinese arrivals projected for 2026, Thailand has overtaken Japan in the first half—a shift driven by airlift capacity, safety perceptions, and political friction between China and Tokyo.
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13 AugustCapital
Billions in yen purchases just lost half their value in two weeks
The US and Japan's first joint intervention since 1998 pulled the yen to 157.57 on July 31, but by August 11 it had fallen back to 159.29, exposing structural forces…
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10 AugustEarth
China’s worst typhoon this year is only half the disaster
Typhoon Dolphin's 151 km/h winds forced over a million evacuations, but forecasters warn the real threat is 500 mm of rain falling on saturated ground across Zhejiang province through August…
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10 AugustEarth
China’s strongest storm stalls inland, threatening basin-scale flooding
Typhoon Dolphin made landfall near Yuhuan with 151 km/h winds on August 9, but forecasters warn the real danger is torrential rain that could linger through August 12, raising flood…
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6 AugustCompass
Japan’s stronger yen won’t fill hotels until next year’s bookings open
The yen has rallied from 164 to 155–157 against the dollar, but most 2026 travel packages are already sold. The real surge in Japanese tourists to Thailand begins when operators…
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5 AugustTech & AI
Four Asian economies are quietly dividing up the AI supply chain
Taiwan, South Korea, Japan, and Vietnam are each securing a critical chokepoint—from advanced chips to rare earths—making themselves indispensable to the global AI stack rather than competing for dominance.
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Jul- 2026 -29 JulyEarth
Japan’s rebuilt mall collapses weeks after ‘fresh start’ reopening
Aeon Mall Kumamoto, reinforced after the 2016 earthquakes and reopened June 13, was leveled by a magnitude 7.1 quake and explosion on July 28, trapping up to 30 employees as…
