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EXPLAINED: North asia | Rare Historical Photos

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

Global brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience for returns. A significant wealth transfer to North Asia, evident in surging Korean and Taiwanese market caps, highlights where AI capital is flowing. US hyperscalers' recent underperformance and increased debt…

The Economic Times

Bangchak fuels North Asia push with B9bn Caltex petrol stations deal

One of Thailand's largest energy conglomerates has bought Caltex petrol stations in Hong Kong in a HK$2.1 billion (9 billion baht) deal, which the firm will use as a springboard into North Asia.

Bangkok Post

Oman Air targets tourists on new Singapore route, eyes North Asia expansion

Oman Air is launching a new route to Singapore, aiming to tap into the city-state's appeal as a growing tourist destination. This expansion, supported by a lower cost base and oneworld alliance membership, follows a failed attempt nine years ago. The airline is also considering new non-stop flights to North…

The Economic Times

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AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan Garner

Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and extraordinary earnings growth. While India's long-term growth remains strong with healthy earnings, the current global focus is on AI-driven capital expenditure, impacting investment flows.

The Economic Times

The economic windfall of AI chips

Investors are piling into South Korea and Taiwan for semiconductor stocks, but the AI boom isn't just fattening profits at North Asia's chip champions. It is powering a broader economic resurgence, driven by stronger household consumption, rising investment and widening tax coffers.

Bangkok Post

North Asia’s factories stuck in decline

JAKARTA: North Asia’s export powerhouses continued to stutter in April amid sluggish global trade and a patchy economic recovery in China, according to new data that amplified concerns about the risk of a global recession.

Bangkok Post

This Is What Americans Were Doing 7,500 Years Ago

We describe a previously unknown hunter-gatherer population & what Americans were doing 7,500 years ago appeared first on Talker.

Zenger

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Ancient Siberian DNA upends our understanding of Native American migration

New evidence suggests that Native Americans may have traveled back to North Asia.

Inverse

Investors seen heading north, leaving SE Asia behind

The nascent revival in North Asian equities is being touted as the start of a potential bull run as bets for China’s gradual reopening as well as the bottoming out of the chip industry intensify.

Bangkok Post

'Right' to stand up for oil and gas future

In a closing address to Australia's largest oil and gas conference, industry board chair Ian Davies has urged the sector to stand up for itself amid change.

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