South Asia
Nearly a quarter of humanity lives here, and its politics, economy, and climate risk are recalibrating in real time. From India’s technology ambitions to the fragile peace holding a nuclear-armed border, the scale alone makes this impossible to ignore.
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Jun- 2026 -26 JuneEarth
India’s green economy is booming. Its coal consumption keeps rising.
India generated $110 billion in green revenue in 2025 at a 20% annual growth rate, but coal still powers 73% of its electricity and consumption reached 1.06 billion tonnes.
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25 JuneEarth
One Indian biogas plant runs at triple the industry average. That’s the real story.
Gruner Renewable Energy's Satna facility produced 23.5 tonnes of compressed biogas daily at 120% capacity, while most Indian CBG plants operate at 40–50%, raising questions about whether the model can…
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24 JuneCapital
China just became the world’s oil price setter
By cutting imports three million barrels per day during the June 2026 Strait of Hormuz crisis, Beijing deployed one billion barrels in reserves to prevent the price spike markets had…
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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.
