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Corporate Signals

Asia Pacific insurtech funding slashed to $4.1 billion: Capital shifting from "challengers" to "enablers"

Asia-Pacific insurtech funding dropped from $9.1 billion to $4.1 billion, with the number of deals halved. Capital shifted from digital insurers to technology providers, infrastructure, and platforms. India's share rose to 45%, while Singapore and Indonesia together accounted for 35%, and China's share declined. Embedded insurance and AI applications emerged as new growth drivers.

Haruto Sato3 min read
Asia Markets

Structural Shift Behind the Halving of Financing: Asia-Pacific Insurtech is Moving from 'Challenger' to 'Enabler'

Insurance technology financing in the Asia-Pacific region halved in 2022-2025 compared to the previous four years, but the flow of funds shifted from digital insurers directly challenging traditional insurance companies to technology infrastructure and platform companies. China's share declined, while India and Southeast Asia rose, driven by profound changes in regional insurance demand structure, regulatory environment, and innovation ecosystem.

David Chen4 min read
Executive Brief

Asia-Pacific InsurTech investment plummets: Funds shift to infrastructure and platforms

Insurance technology investment in the Asia-Pacific region halved from $9.1 billion in 2018–2021 to $4.1 billion in 2022–2025, with a corresponding decline in the number of transactions. Capital flows shifted from direct-to-consumer digital insurers to technology providers and infrastructure platforms. India, Singapore, and Indonesia absorbed the majority of capital, while China’s market position declined.

Li Wei3 min read
Executive Brief

Asia-Pacific Process Calibrator Market: Regional Opportunities and Competitive Dynamics under Supply Chain Restructuring

The Asia-Pacific process calibrator market is undergoing structural transformation: the pattern of import dependence is loosening, local suppliers are rising, and IIoT and multi-functional devices are driving product upgrades. Supply chain disruptions and certification fragmentation pose short-term challenges, but the wave of industrialization and replacement demand support long-term growth.

David Chen4 min read
Emerging Industries

Asian investors turn to AI "shovel sellers" and "anti-disruption" companies

Against the backdrop of high AI valuations and surging capital expenditures, Asian investors are beginning to favor companies that can both benefit from AI technology and withstand its disruptive effects, shifting the new focus from infrastructure suppliers to hard asset holders.

Marcus Sterling3 min read
Corporate Signals

Japan's aging population crisis spawns a 500 billion rupee opportunity for India's GCC industry.

Japan's rapidly aging population is forcing companies to accelerate the relocation of Global Capability Centers (GCCs) to India. According to a Deloitte report, over 100 Japanese companies have already established GCCs in India, engaged in high-value work such as electric vehicles and artificial intelligence. This trend not only alleviates Japan's talent shortage but is also expected to contribute between $470 billion and $600 billion to India's economy by 2030, creating 5 million direct jobs.

David Chen3 min read
Asia Markets

Asia-Pacific industrial M&A rises against the trend: transaction volume expected to grow 2% in 2026, supply chain restructuring drives regional investment boom.

According to PwC's latest M&A outlook, Asia-Pacific will be the only region globally to achieve growth in industrial and services transaction volume by 2026, with an expected increase of 2%. India and Southeast Asia, as key destinations for manufacturing diversification, are attracting significant capital inflows, with automation and AI infrastructure becoming core transaction themes.

David Chen2 min read
Asia Markets

Asia-Pacific Chromium-Promoted Catalyst Market: Petrochemical Expansion and Hydrogen Energy Revolution Drive Regional Growth

The Asia-Pacific region is the world's largest consumer market for chromium-promoted catalysts. Driven by the expansion of petrochemical capacity in China and India, as well as the hydrogen economy, the compound annual growth rate is expected to reach 5.5%-7.5% from 2026 to 2035. Regional supply chains are accelerating localization, with Chinese companies gradually replacing imported high-end products.

Marcus Sterling3 min read
Asia Markets

AI reshapes the current state of software development in Asia Pacific: Cursor targets the $20 billion legacy system restructuring opportunity.

As the cost of maintaining legacy software continues to rise, AI-assisted development tools are becoming key for Asia-Pacific enterprises to restructure their application architecture. Cursor President Simon Green pointed out that nearly half of the global $1.8 trillion in software spending is used for 'keeping the lights on,' and the Asia-Pacific region is facing a market opportunity of about $20 billion.

Amira Rozali3 min read
Emerging Industries

Beyond the AI chip boom: a revaluation of East Asia’s growth is taking shape

Driven by demand for artificial intelligence chips, growth, investment, and wages in Taiwan and South Korea are rising in step. This boom, which appears to be concentrated in the semiconductor industry, is in fact reshaping patterns of consumption, public finances, and capital flows across East Asia, and may further affect the redistribution of supply chains in Asia.

Sarah Tan6 min read
Asia Markets

Asia’s stock markets’ “AI dual engines” and the geopolitical oil price shock: Why did Japan and South Korea be the first to hit new records?

Driven by U.S. tech stocks, Japanese and South Korean stock markets have simultaneously hit new highs, showing that Asia's capital markets are being repriced by the AI investment cycle; but geopolitical risks in the Middle East have kept oil prices elevated, also reminding the market that tech optimism has not eliminated uncertainty around inflation and policy.

Marcus Sterling7 min read
Policy & Trade

Three signals released by APEC: Sino-US trade differences remain unresolved, and Asia’s supply chains are entering an era of “low tariffs but high friction”

The APEC Ministerial Meeting on Trade once again showed that China and the United States still have differing priorities on trade, rules, and the digital economy. For Asia, this means that trade friction has not disappeared; it has simply shifted from the surface of tariffs to a deeper contest over supply chains, digital rules, and industrial competition.

Sarah Tan7 min read
Supply Chain Asia

Why Are European Companies Still Increasing Their Investment in Chinese Manufacturing: The Industrial Reality Under the De-Risking Narrative

Against the backdrop of the EU’s continued emphasis on “de-risking,” an increasing number of European companies are choosing to stay in China, and even expand their local supply chains. What truly drives their decisions is not just cost, but a reassessment of automation, supply chain efficiency, and global delivery speed.

Li Wei4 min read