South Korea
Chip exports move global portfolios, cultural exports move global taste, and a security alliance with Washington keeps both under constant pressure.
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Aug- 2026 -20 AugustCapital
Washington’s bond policy now moves Korean chip stocks directly
SK Hynix surged 12% after the U.S. Treasury doubled long-bond buybacks, revealing how falling yields lower financing costs for AI data centres and amplify memory-chip demand.
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19 AugustCapital
SK hynix unleashes record buyback to answer investor pressure on AI cash
The 40 trillion won cancellation, largest in Korean history, commits the company to return more than 50% of free cash flow through 2027, signalling AI memory demand will sustain high…
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19 AugustPower
Seoul is using Trump’s drill cuts to seize control of its own defense
President Lee accelerated two long-stalled military projects—wartime command transfer and nuclear submarines—framing them as responses to reduced joint exercises with Washington.
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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 AugustCapital
South Korea’s two-stock rally masks a fragile memory bet
Samsung and SK Hynix drove 71% of the Kospi's July losses and now carry its rebound, but the bull market rests on an unverified three-year supply crunch.
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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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12 AugustCapital
South Korea eliminates crypto transfer floor, pressures US exchanges
Seoul's zero-threshold Travel Rule takes effect February 20, 2027, while lobbying the FATF to force global compliance that would reshape US exchange architecture.
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10 AugustCapital
India’s $41 billion currency trick is reshaping how Asia defends reserves
The Reserve Bank of India pulled in $41 billion through a subsidised deposit window by July 31, setting a benchmark for incentive-based defense that other central banks are now copying—but…
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9 AugustCapital
South Korea’s energy bet in Central Asia lacks the capital to win
KEPCO seeded a technology unit with 20 billion won, but China's state-backed packages bundle financing, equipment, and execution—a combination Seoul has yet to match.
