APAC Signal
A weekday briefing on Asia, for people who operate in it
APAC Signal · by Alex Szabo
A new edition every weekday, plus a Saturday charts brief: one clear read on the commercial, strategic, and technology developments moving Asia.
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What it is
APAC Signal is a weekday editorial brief on Asia-Pacific markets, technology, and capital, published on Substack at apacsignal.substack.com and on LinkedIn. Lead stories get a paragraph of editorial interpretation; the rest run as headlines and short dot points, structured for a fast morning read. It runs every weekday, with a Saturday charts brief. It is written for people who track APAC as a core part of their work, with over 1,000 subscribers across both channels.
What each edition covers
Every edition sorts the day into five standing clusters, so you can scan straight to the one that moves your work:
- AI & Tech: AI models and labs, agentic systems, chips, enterprise platforms, and compute infrastructure.
- SEA & APAC: regional capital flows, industrial policy, and deal activity.
- Commercial Strategy & PE: operating moves, value creation, transformation programmes, and portfolio plays.
- Investing & Wealth: allocators, private credit, family offices, and sovereign capital.
- Health & Longevity: pharma, biotech, and the economics of an aging Asia.
Who it's for
PE professionals, conglomerate and tech strategy leads, corporate innovation and business development heads, and executives running regional mandates, concentrated in the Singapore, Hong Kong, and Tokyo triangle. Each edition is concise, sourced, and written from the seat of someone who has run a regional P&L.
Reference work too long for an edition lands on the site instead, such as the 2026 Singapore grants handbook. The data behind the regional pieces is open: the 22-market APAC go-to-market scorecard is free to download and reuse, no sign-up.
Subscribers also get the working files behind those tools: the go-to-market workbook you drive on your own price and weights, and the fuller net worth calculator. Both live at their own addresses, sent to subscribers in the newsletter rather than listed on this site.
Recent editions
- Taiwan must rule by 27 October on Grab's US$600m foodpanda purchase, and is weighing Uber's stake in Grab 🛵 · 12 Oct 2026
- The EU says its understanding with Beijing could cut Chinese hybrid exports to Europe by more than half 🚗 · 10 Oct 2026
- Temasek wants 70% to 75% of its AI holdings in listed shares 📈 · 09 Oct 2026
- Samsung guides a 107.4tn won quarter, up 782.5%, and Singapore's AI server bill shows why 💾 · 08 Oct 2026
- DayOne files for a Nasdaq listing with US$512m of half-year revenue, 87.0% of it earned in Malaysia 🏗️ · 07 Oct 2026
- Shionogi pays US$2bn in cash for IntraBio, a drugmaker that sold US$68m last year 🧬 · 06 Oct 2026
- Hong Kong raises more than HK$388bn from 116 listings in nine months, most of it for companies already listed in mainland China 📈 · 05 Oct 2026
- US arrests a California exporter over more than US$300m of servers sent to China through Malaysia and Singapore 🚨 · 03 Oct 2026
- South Korea's September exports hit a record US$120.94bn, with US$60.3bn of chips 💾 · 02 Oct 2026
- GIC named as buyer of KKR's 16 Japan hotels, and KKR keeps running them 💰 · 01 Oct 2026
The kind of number it catches
Every edition turns the day's most consequential figures into charts you can read in five seconds. Three from July 2026 editions:
