# Asia Macro MOC Index of notes on Asian markets, economies and policy. ## Regional view - [[Key Themes in Asia - Fritzell Oct 2026]]: source summary, Oct 2026 - [[East Asia vs Southeast Asia Divide]]: AI winners vs cheap value - [[Marc Faber Asian Market Cycle]]: which market is in which phase - Diagrams: [[Key Themes in Asia Diagrams.html]] ## AI and semiconductors - [[AI Bubble - Ponzi Finance Stage]] - [[Minsky Financing Stages]] - [[AI Capex Super-Cycle]] - [[Hyperscalers]] - [[HBM]] - [[Japanese Semiconductors Play]] - [[Why Japanese Companies Matter in the Global Chip Supply Chain]] - [[Advanced Packaging Investment Thesis 2026]] - [[ASE Technology - ASX]] ## China - [[China Credit Shift to Exporters]] - [[China - Risky Bet or Unique Opportunity]] - [[AI Chip Export Controls]] - [[China Silver Export Restrictions 2026]] - [[China Petroyuan]] ## South Korea - [[Korea Discount]] - [[Korea Corporate Value-Up Program]] ## Japan - [[Japan]] ## Southeast Asia - [[Indonesia Political Risk 2026]] ## Currency and capital flows - [[Dollar Milkshake Theory]] - [[US Exorbitant Privilege]] - [[Geopolitical Capital Flows]] ---- tags: #investing #macro links: [[Investing System MoC]] [[Petrodollar MOC]] [[Cross-Pacific AI Chessboard - Concepts MOC]]