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Your essential AI intelligence briefing. Three signals that matter, delivered before your first cup of coffee.
Investors | Economists | Policymakers | Tech industry
The impact of AI investment on Asian markets and economies will continue to unfold.
Foreign investors pulled nearly US$9.8 billion from Asian stock markets in early February as concerns over heavy AI-related capital spending triggered a regional technology sell-off, with South Korea and Taiwan seeing the largest outflows.
Why it matters for Asia
equity volatility in AI-linked firms can affect funding conditions, valuations and capital access across Asia’s semiconductor and platform ecosystem.
Singapore’s economy expanded 6.9 per cent year-on-year in the fourth quarter of 2025, beating advance estimates, supported by strong electronics and manufacturing performance linked to AI-related demand.
Why it matters for Asia
stronger electronics output tied to global AI investment reinforces Singapore’s role in advanced manufacturing and semiconductor supply chains.
Singapore will invest more than S$1 billion in public AI research through 2030 to strengthen responsible AI development, research capability and talent pipelines.
Why it matters for Asia
long-term state funding anchors ecosystem growth and positions Singapore as a sustained AI research hub in Asia.
That's today's 3-Before-9.
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