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Supply Chain Asia

ASEAN Battery Industry Shifts from Resource Export to Manufacturing: Regional Industrialization Path and New Global Competition Landscape

ASEAN is transitioning from a raw material exporter to a battery manufacturing hub, and the 2026 ASEAN Battery Technology Conference marks the implementation of the regional industrialization strategy. This article analyzes how technical challenges, supply chain restructuring, and safety standards are reshaping the landscape of Asia's new energy industry.

Haruto Sato4 min read
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
Corporate Signals

Japan's $158 billion M&A wave shifts: from China to ASEAN and the United States

Japanese companies' cross-border mergers and acquisitions are accelerating their shift from China to North America and ASEAN, with $158 billion in capital being redeployed, reflecting the deep changes in the restructuring of Asian supply chains and the geopolitical economic landscape.

Marcus Sterling2 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
Asia Markets

Behind the rebound in ASEAN manufacturing: domestic demand recovery and weak external demand are proceeding in parallel, while supply chain restructuring continues

ASEAN manufacturing PMI returned to an upward trend in May, indicating improvements in new orders and output within the region, but exports continued to decline and price pressures remained, suggesting that the recovery in ASEAN manufacturing depends more on domestic demand and local inventory replenishment than on a broad rebound in external demand.

Haruto Sato7 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