Southeast Asia
Manufacturing, trade, and digital economies are shifting here faster than almost anywhere else on the planet. Ten nations, one supply chain revolution, and a tourism boom rewriting where the world travels next.
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Jul- 2026 -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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10 JulyCompass
Asia-Pacific tourism could stall far below pre-pandemic levels by 2028
PATA's lower-bound forecast projects 599.7 million arrivals by 2028—just 88% of 2019 volumes—with only 12 of 39 destinations recovering if geopolitical and climate shocks materialize.
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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…
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8 JulyLife & Health
Asia’s luxury longevity clinics are selling what science hasn’t proven yet
By 2050, the region will hold two-thirds of the world's older population, but the treatments commanding premium fees at high-end clinics in Singapore, Bangkok, and Kuala Lumpur lack robust evidence…
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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 JulyCapital
Singapore is quietly building Asia’s risk management infrastructure
The Monetary Authority of Singapore proposed a Protected Cell Company framework on June 25 that would let insurers segregate multiple risk programmes under one legal entity, targeting a 2028 launch…
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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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7 JulyCapital
Japan’s weak yen is flooding Southeast Asia with cheap capital
Japanese FDI into ASEAN hit US$30 billion in 2025 as the yen carry trade channels low-cost funding into regional bonds and equities, but a sudden policy shift could reverse the…
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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.
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7 JulyTech & AI
A US chipmaker just moved supply chains out of China. Malaysia’s grid can’t keep up.
Vertiv opened a 236,000 sq ft factory in Johor on July 6, avoiding 45% US tariffs on Chinese-made power units, but data centre demand could consume a fifth of Malaysia's…
