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 -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.
-
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…
-
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…
-
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…
-
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…
-
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.
-
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…
