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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Jul- 2026 -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 JulyCapital
Asian chip stocks ignore oil surge as SK Hynix listing drowns out Hormuz risk
SK Hynix's US$26.5 billion Nasdaq offering sent South Korean and Japanese semiconductor shares up 2-3% on July 10, even as Brent crude climbed 5% weekly on escalating US-Iran tensions near…
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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
Japan’s bond yield hits 27-year high as Gulf tensions push rates up
The 10-year JGB yield reached 2.880%, its highest since 1996, as renewed Strait of Hormuz hostilities sent Brent crude above $80 and forced markets to price in additional Federal Reserve…
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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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8 JulyTech & AI
Asia’s venture chiefs just made a bet on regional AI dominance
Taiwan, Japan, and South Korea's venture capital associations convened in Taipei on July 8 for the first trilateral summit, signaling a potential shift toward coordinated cross-border investment in AI and…
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8 JulyLife & Health
Asia’s luxury longevity clinics are selling what science hasn’t proven yet
By 2050, the region will hold two-thirds of the world's older population, but the treatments commanding premium fees at high-end clinics in Singapore, Bangkok, and Kuala Lumpur lack robust evidence…
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7 JulyTech & AI
India’s AI boom is pricing itself out of the low-cost game
A 2.3-fold surge in AI job listings has pushed entry-level machine-learning salaries above senior full-stack developer pay, with job switchers commanding 40-70% raises that risk eroding India's cost advantage.
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7 JulyCapital
Japan’s weak yen is flooding Southeast Asia with cheap capital
Japanese FDI into ASEAN hit US$30 billion in 2025 as the yen carry trade channels low-cost funding into regional bonds and equities, but a sudden policy shift could reverse the…
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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.
