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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Jun- 2026 -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.
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24 JuneCapital
Gold’s $1,000 bet now rests entirely on the Federal Reserve
Deutsche Bank cut its gold forecast to $3,800 per ounce if markets price in three to four rate hikes, down from a $4,800 base case that assumes the Fed holds…
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23 JuneCapital
America’s cooking gas is now feeding India’s kitchens
The US jumped from 8% to 33% of India's LPG imports in two months, locked in by a 2.2-million-tonne term deal signed before the Middle East war disrupted Gulf supplies.
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22 JuneCapital
Asia’s biggest ETFs bled $2.5 billion before the rebound
BlackRock's India and Taiwan funds lost a combined $2.5 billion in March 2026 as geopolitical risk overwhelmed earnings, leaving the April bounce resting on a single Trump statement about the…
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21 JunePower
Asia is arming Japan to balance China, not fear it
Defense deals with the Philippines, Australia, and Indonesia signal regional acceptance of Tokyo's military buildup, even as Beijing warns of remilitarization.
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20 JuneCapital
India’s fuel firms swallowed $2.6 billion to shield kitchens from conflict
State-owned oil marketing companies absorbed ₹22,000 crore in losses between March and May 2026, holding domestic LPG prices nearly flat while the global benchmark jumped 46% during West Asia tensions.
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20 JuneTech & AI
An Indian software firm just moved its Asia car code to Hanoi
KPIT Technologies opened a 100-plus engineer hub in Vietnam to tap 1.3 million ICT workers and position itself closer to ASEAN carmakers, diversifying away from China-dependent research bases.
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17 JuneSociety
Half of Korean youth watch anime. Crunchyroll is moving in.
The streamer launches localized services in Taiwan this summer and South Korea later in 2026, betting that fans already fluent in the culture will pay for community over catalogue.
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16 JuneTech & AI
Washington just showed Asia who controls frontier AI
On June 12, the US Commerce Department ordered Anthropic to cut off Claude Fable 5 for every foreign user worldwide, including Singapore—a founding member of the Pax Silica AI alliance—revealing…
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14 JuneCapital
India props up South Asia while smaller economies absorb the oil shock
The World Bank forecasts 6.3% regional growth for 2026, but strip India out and the figure drops to 4.0%, leaving Sri Lanka, Maldives, and Bhutan exposed to energy prices and…
