East Asia
The world’s most advanced economies and its most contested flashpoint sit side by side here. Technology leadership, demographic decline, and a strait that could redraw the global order — all in the same neighborhood.
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Jul- 2026 -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

SK Hynix’s Nasdaq debut tests whether Korean tech can escape the won’s collapse
Foreign investors bought 190 billion won of Seoul equities Wednesday, breaking a 13-session selloff, even as Trump ended Iran ceasefire talks and oil prices climbed.
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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

Iran sanctions push Bitcoin below $61,500, erasing $310M in leveraged bets
Brent crude surged past $80 a barrel after the Trump administration ended waivers on Iranian oil exports, triggering a flight from risk assets as the Federal Reserve faces renewed inflation…
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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…








