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 -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.
-
7 JulyTech & AI
South Korea is building the world’s largest AI data center
SK Telecom plans 15 gigawatts of capacity—10% of the nation's entire power grid—to position itself as Asia's rentable compute floor for Western AI firms avoiding China.
-
6 JulyLife & Health
Vietnam’s hospitals debut in Asia rankings built on reputation, not outcomes
Eleven Vietnamese hospitals appeared for the first time in the 2026 Newsweek–Statista ranking, where peer reputation accounts for 83.5 per cent of scores, raising questions about what the list actually…
-
Jun- 2026 -27 JunePower
America’s Southeast Asia problem has a Northeast Asia solution
When the US pools resources with Japan, South Korea, and Australia, their combined trade share with ASEAN (25.9%) exceeds China's (19%), but only if four democracies can act as one…
-
26 JuneLife & Health
Australia can learn from Asia’s 30 years fighting bird flu
Hong Kong stopped its 1997 outbreak by culling 1.5 million birds in three days, but the virus has since evolved to kill wild animals at unprecedented scale, forcing Australia to…
-
25 JuneScience
East Asia’s biotech autonomy is already making drugs slower and costlier
The COINS Act, introduced June 21, 2026, will screen US biotech investments in China, forcing Western drugmakers to duplicate trials and manufacturing across rival blocs—a tax that eventually lands on…
-
25 JunePower
South Korea’s arms sales to Southeast Asia remain a vendor relationship, not a partnership
Seoul has doubled its share of global defense exports in five years, but converting frigate and fighter deals into lasting strategic ties requires training and co-production work it has not…
-
25 JunePower
Asia’s defense factories are now supplying the West
Military spending across Asia reached $573 billion in 2025 as South Korea and Japan shifted from buyers to builders, filling Western production gaps drained by Ukraine and Middle East operations.
-
24 JuneTech & AI
One Chinese platform owns Asia’s property deals. Nobody else can copy it.
KE Holdings' Beike reported US$9.4 billion in 2025 revenues by controlling the entire transaction—not just listings—but fragmented land records across Southeast Asia and India make replication nearly impossible.
-
24 JuneTech & AI
Seven tech firms hold a third of the market. The debt underneath just cracked.
A USD 500 billion AI infrastructure spending spree funded by bonds, not earnings, triggered a 2.3% Nasdaq drop on June 21, 2026, spreading instantly to Seoul and Tokyo as investors…
