India
The world’s most populous country, building a tech and manufacturing base large enough to be discussed as the real China alternative.
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Jul- 2026 -11 JulyCapital
Embraer unlocked India’s regional jet market. Airlines haven’t ordered yet.
India's aviation regulator certified Embraer's E190, E195, and E195-E2 jets in July 2026, opening a potential 500-aircraft market worth over $500 million, but no firm orders have materialized.
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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.
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11 JulyCapital
Brent crude above $78 as Hormuz warzone costs outlast the ceasefire
Military escalation between the US and Iran has triggered a warzone designation that doubles mariner pay and raises insurance premiums on every barrel transiting the Strait, a cost structure that…
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10 JulyCapital
Asia’s best founders are already in San Francisco
The U.S. captured 80% of global venture funding in early 2026, while Southeast Asia's tech funding collapsed to $2.2 billion in 2024, forcing founders like Yoevan Khemlani and Sanjil Jain…
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8 JulyCapital
India’s burger chains are consolidating to survive margin collapse
Inspira Global's ₹2,235-crore acquisition of Restaurant Brands Asia signals an industry scrambling to offset wage inflation, rising rents, and an LPG supply shock that has eroded profitability despite revenue growth.
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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.
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4 JulyCapital
Asia is spending billions to bury just-in-time manufacturing
Japan's ¥243.5 billion supply-chain program and India's ¥1.97 trillion PLI scheme signal a permanent shift toward regional redundancy over efficiency, with costs heading to consumer prices.
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2 JulyTech & AI
Microsoft’s new undersea cable bets India’s AI future on Southeast Asia
The I-2SEA system will connect India to Malaysia and Singapore by late 2029, supporting a projected fivefold surge in data centre capacity that will reshape cloud routing across Asia.
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Jun- 2026 -30 JuneCapital
India raises export insurance to keep Gulf trade flowing
The state insurer ECGC lifted commercial-risk cover to 95% through September 30, absorbing more default risk so banks keep financing shipments to West Asia despite settlement disruptions.
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29 JuneCapital
India’s biggest cities launched more homes as buyers disappeared
Housing sales across India's top seven metros fell 6% year-on-year to 90,715 units in Q2 2026, while developers launched 106,000 new units, pushing unsold inventory to a record 616,000 units.
