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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Jun- 2026 -3 JuneCapital
Oil surges as missiles split the market in two
Iranian strikes on Kuwait and Bahrain pushed crude higher while megacap tech stocks refused to flinch, exposing how concentrated equity gains hide the real portfolio risk.
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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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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
Japan’s banana shortage reveals a hidden energy crisis
Naphtha inventories have fallen 25 per cent this year as Middle East conflict disrupts the Strait of Hormuz, blocking the petroleum feedstock that ripens imported fruit.
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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 JuneCapital
Japanese and Singaporean capital just bet $750m on Sydney warehouses
Mitsubishi Estate Asia and ESR's Huntingwood joint venture targets Western Sydney's sub-1% industrial vacancy, where prime rents have climbed 40% since 2021.
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May- 2026 -30 MayCompass
Singapore’s world-leading passport masks a 116-destination gap within Southeast Asia
Passport power is reshaping geopolitical status in Asia. Singapore holds the world's top-ranked passport with visa-free access to 194 destinations. Japan and South Korea follow at 3rd with 193 destinations…
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30 MayTech & AI
Chinese DRAM maker CXMT captures 8% global market share, entering Western PC supply chains
HP, Dell, Lenovo, Acer, and Asus have evaluated or adopted DRAM from Chinese manufacturer CXMT, which captured 8% of global DRAM market in Q1 2026. Pentagon delisting in January 2026…
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29 MayCapital
Pfizer’s $10 billion China biotech deal exposes U.S. policy gap on investment screening
Pfizer announced a $10 billion global licensing deal with China's Innovent Biologics on 28 May 2026, covering 12 oncology assets. The deal arrives as U.S. lawmakers debate expanding outbound-investment screening…
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29 MayPower
Japan permits lethal arms sales to Philippines as defense ties deepen in Tokyo
Philippine President Marcos Jr and Japanese PM Takaichi elevated bilateral ties to comprehensive strategic partnership on May 28, 2026, the 70th anniversary of normalized relations. Commitments include deepened maritime security…
