South Korea
Chip exports move global portfolios, cultural exports move global taste, and a security alliance with Washington keeps both under constant pressure.
-
Jul- 2026 -20 JulyCapital
Seoul’s chip stocks now dictate global AI portfolio moves daily
A $1 trillion selloff in Korean memory chips pushed the Kospi-Nasdaq correlation to 0.46, nearly triple the five-year average, forcing Western fund managers to monitor Seoul's opening bell before trading…
-
18 JulyLife & Health
Australia’s biosimilar gap could close if the government acts now
Samsung Bioepis and Organon expanded their partnership to bring a fourth product to Australia as Canberra weighs making biosimilars the default for new patients, potentially freeing A$1.5 billion in PBS…
-
17 JulyTech & AI
US chip controls turned Japan into Nvidia’s showcase. China is closing the gap.
Japan's ¥387.3 billion Noetra AI factory will deploy 27,500 Nvidia GPUs by June 2028, but China's LineShine supercomputer just reclaimed the TOP500 top spot using entirely domestic chips.
-
17 JulyTech & AI
China’s helium ban just squeezed the world’s chip fabs
Beijing's export freeze on July 10 follows Qatar's damaged Ras Laffan hub, cutting global supply by over five million cubic metres monthly and pushing spot prices above $100 per litre…
-
14 JulyTech & AI
South Korea’s free AI for everyone runs on American chips it cannot replace
The government opened bidding July 13 for a universal chatbot serving 52 million residents, mandating domestic models for 80% of queries—but every GPU in the pilot is Nvidia hardware, exposing…
-
14 JulyLife & Health
Vietnam’s $76 baby bonus won’t reverse its fertility collapse
With urban child-rearing costs at $380–760 monthly, Vietnam's new Population Law offers maternity leave and housing priority but falls far short of the economic restructuring demographers say is needed.
-
12 JulySociety
Gong Yoo’s Asian tour is a masterclass in nostalgia monetisation
The South Korean actor announced six cities for 'The Long Take' fan meetings, timed to coincide with a Goblin 10th-anniversary special that tvN is producing to extend a decade-old drama's…
-
11 JulyTech & AI
Asia’s smartest money is betting against AI stocks
Temasek and Goldman Sachs are shifting billions toward semiconductor fabs and data centres, signalling deep doubts about software valuations even as Western investors chase the rally.
-
11 JulySociety
Asia’s workers are demanding wages that governments won’t pay
From Seoul to Bengaluru to Port Hedland, strikes over unpaid wages and wage caps are disrupting mining, healthcare, and garment production across four countries simultaneously.
-
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…
