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FORGOTTEN HISTORY: 10 - Caught on Camera

The hidden reason global capital is looking beyond India for future growth

Foreign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI and semiconductor growth. The trend highlights India’s structural gaps in innovation, limited deep-tech opportunities in listed markets, and rising concerns over valuations amid moderating earnings and slowing capital inflows.

The Economic Times

Japan cancels over 200 flights as double storm threat grows

Japan faces severe transport chaos and landslide threats as two tropical storms, Mekkhala and Higos, converge with a seasonal rain front. Over a million people are under evacuation orders, with hundreds of flights and train services cancelled. Meanwhile, Taiwan experienced significant disruptions, including flooding and evacuations, though its crucial chip…

The Economic Times

Traffic through Strait of Hormuz slows after attack on ship

Strait of Hormuz traffic saw a dip Friday after a Taiwanese ship was attacked, prompting a pause in evacuation efforts. Despite this, several tankers entered the Gulf to load oil, and two supertankers sought Iranian crude. Crude prices are heading for steep weekly losses amid easing supply concerns, with Saudi…

The Economic Times

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Typhoon forces Japan to evacuate over two million people while heavy rain shuts down parts of Taiwan

Typhoon Mekhhala expected to make landfall over weekend

The Independent UK

Taiwan opposition stalls government's $6.6 billion drone bill

Taiwan's parliament, controlled by the opposition, has blocked a $6.6 billion government plan for domestically produced drones crucial for island defense against China. Lawmakers from the KMT and TPP are demanding their own proposals, citing concerns over the current bill's structure and past objections.

The Economic Times

China defends patrols east of Taiwan after 3 European nations raise alarm

China has defended its recent patrols in waters east of Taiwan, following concerns raised by Britain, France, and Germany

The Independent UK

China angered, Taiwan cheered by Western allies' alarm over Chinese Coast Guard activities

International concern is mounting over China's assertive maritime actions near Taiwan. The US, Britain, France, and Germany have voiced alarm, while Taiwan expresses gratitude for their support. Beijing claims these patrols are legitimate exercises, but Taipei and its allies view them as maritime expansionism threatening regional stability and international law.…

The Economic Times

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Heavy rains from nearby Typhoon Mekkhala pound Taiwan, 200 to be evacuated on east coast

Typhoon Mekkhala's outer bands have unleashed heavy rains and localized flooding across Taipei and southern Taiwan. Authorities are evacuating over 200 residents in eastern Taiwan due to a rapidly filling barrier lake, a stark reminder of last year's deadly breach. While no casualties are reported yet, the island braces for…

The Economic Times

Thailand's trade deficit isn't transitory

This article is intended to rebuke the Bank of Thailand (BoT) and those who believe Thailand's trade deficits are "transitory" and will return to a surplus once oil prices fall back to normal levels.

Bangkok Post

Yes, the bad news on the RAM crisis has been relentless lately — but Asus and SK Hynix just gave us glimmers of hope that some relief could be on the horizon

The RAM crisis gloom has been thick and heavy lately — so are you ready for some better news?

TechRadar

Ray Dalio just finished a 10-day trip to China. He says global leaders know America ‘doesn’t have what it takes to fight to maintain its empire’

“Over the past few months there has been a big shift in the world order,” the hedge fund billionaire wrote. He sees a “tribute” system rising in the East.

Fortune

UK, Germany and France express concern over Chinese actions east of Taiwan

Great Britain, France and Germany have issued a rare joint statement expressing alarm over Chinese activities east of the self-ruled island of Taiwan

The Independent UK

UK, France, Germany raise alarm about Chinese activities off eastern Taiwan

Britain, France, and Germany have voiced serious concerns over China's recent maritime activities near Taiwan's east coast. These actions, including coast guard patrols and survey ships, are seen as a threat to regional stability and freedom of navigation. The European nations reiterated their opposition to any forceful changes to the…

The Economic Times

Taiwan says warning time for any China attack is shortening

Taiwan's military is conducting "immediate combat readiness" drills, simulating a sudden Chinese attack, as Defence Minister Wellington Koo warns of a shrinking warning time. These exercises focus on rapid response and shifting to wartime status. Beijing, however, decried the drills as "malicious intent" by Taiwan's ruling party to seek independence,…

The Economic Times

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The Economic Times

Oil, AI and chips: The new resource race redrawing markets and nations

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…

The Independent UK

China’s newest aircraft carrier sails through the Taiwan Strait

China's newest and most powerful aircraft carrier, the Fujian, has sailed through the Taiwan Strait, according to Taiwan's Defense Ministry

The Independent UK

Tanks on streets of Taiwan as military drills launched in show of strength to Beijing

Combat readiness exercises designed to test how quickly military can mobilise to counter possible escalation of Chinese ’grey zone’ activities

The Independent UK

Taiwan begins 5-day military drill with tanks patrolling streets

Taiwan has launched a five-day set of military drills aimed at boosting combat readiness against potential Chinese attacks

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The Economic Times

Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growth

Standard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 2026 and 2027, supported by AI investment and semiconductors. It prefers Taiwan, China and India, while maintaining a positive view on US equities, bonds and gold.

The Guardian - UK

A thousand years old and 20 storeys high: tracking down Taiwan’s tallest trees

The island’s biggest tree – named Heaven Sword of the Da’an River – is a carbon-storing behemoth hosting whole neighbourhoods of wildlife. But this and other giant trees are under threat

The Economic Times

3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure…

The Economic Times

India, Taiwan ETFs see record outflows before Asia stock rebound

US-listed ETFs tracking India and Taiwan saw record outflows in March amid currency weakness, rising yields and energy concerns. Despite this, Asian equities rebounded sharply on hopes of easing geopolitical tensions. Analysts warn sentiment remains fragile, with India’s underperformance and Taiwan’s energy-linked risks still weighing on investor outlook.

France 24

China sanctions US tech giants weeks after Pentagon blacklisted Chinese firms

China's commerce ministry on Monday imposed sanctions on 10 US tech companies, blocking them from exporting “dual-use” items, which have military and non-military applications, to the US. The companies barred from doing business with the US include drone makers and some involved in rare earths. Beijing's move comes weeks after…

The Economic Times

China's rare earths curbs extend pressure on supply to Japan

Japan's rare earth magnet makers face a prolonged supply crunch as China's exports of crucial heavy rare earths like dysprosium and terbium remain negligible. This diplomatic fallout, stemming from tensions over Taiwan, has severely impacted Japanese industries. Despite this, China's overall rare earth magnet exports saw a significant dip in…

The Times of India

How China is using maritime tactics and propaganda to squeeze Taiwan

Taiwan's security official warns China is increasingly using 'grey-zone' tactics like coast guard patrols and legal claims to pressure the island, moving away from direct military threats. Beijing is exploiting international law and maritime activities to advance its objectives, while Taiwan is urged to adopt 'absolute transparency' and enhance regional…

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