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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Jun- 2026 -8 JuneCapital
Seoul’s AI boom just erased six months of gains in one day
South Korea's KOSPI plunged 8.29% on June 8 after a strong U.S. jobs report and renewed Iran-Israel fighting triggered a rush for the exits from leveraged tech positions across Asia.
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8 JuneCompass
Full hotels are not profitable hotels in Southeast Asia anymore
Minor International and Accor report revenue per room above 2019 levels, yet rising power and wage costs are eroding margins fastest in Thailand, where Bangkok and Phuket added rooms faster…
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5 JunePower
China is recruiting Western spies on LinkedIn. Five Eyes has no answer.
On 5 June 2026, the Five Eyes alliance named China's Ministry of State Security in a joint advisory, but stopped short of naming a single recruited individual or announcing prosecutions.
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4 JuneTech & AI
Washington just closed the loophole China used for a year
On 31 May 2026, the U.S. Commerce Department extended export controls to any company whose ultimate parent sits in China or Macau, blocking the Singapore and Malaysia subsidiaries that had…
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3 JuneCompass
Bangkok’s Pride festival is becoming Asia’s queer travel hub
Agoda data shows all nine top international booking markets are Asian countries, drawn by Thailand's 2025 marriage equality law and a 500-metre rainbow flag parade on 31 May.
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3 JuneCompass
Taiwan’s tourism pivot: fewer visitors, higher spending
Inbound arrivals remain 80% below 2019 levels, but Taipei is deliberately chasing premium travellers over crowds, targeting NT$60,000 per visitor by 2030.
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3 JuneCompass
Taiwan’s tourism recovery stalls as Chinese visitors stay away
With 3 million inbound arrivals by April 2026 trailing pre-pandemic levels, Taipei is abandoning volume targets and chasing higher-spending guests instead.
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2 JuneSociety
Filipino pop groups are heading to Western festivals. The industry cannot keep up.
BINI played Coachella in April 2026 and SB19 is set for Lollapalooza later that year, but the Philippine music sector's financial infrastructure lags far behind its global fanbase momentum.
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2 JuneCapital
East Asia’s families are ditching apartments for stock portfolios
South Korea's brokerage accounts for minors jumped 272% in early 2026, signaling a generational shift away from property as inheritance vehicles amid weakening real estate markets.
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May- 2026 -30 MayCapital
South Korea’s stock market surges 45% while economy weakens under Middle East pressure
South Korea's KOSPI has surged 45% year-to-date as of May 29, 2026, yet the real economy is weakening. The Bank of Korea held rates at 2.5% while signalling readiness to…
