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‘We want to be patient’: Southeast Asia’s venture investors are excited about AI–but less excited about the region

Southeast Asia should be an attractive home for tech startups. But investors in the region say the ecosystem is still coming together.

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Nicholas Gordon

Ping An wants to turn China’s demographic crisis into an opportunity to showcase a ‘silver future’

The population in China is getting older—and wealthier, better educated, and more skilled. The company sees it as a business opportunity.

latest 6

Nicholas Gordon

Big banks can ‘afford to be a little behind the curve’ on AI, and let smaller startups make riskier bets

“I don’t think we should be at the cutting edge of innovation around AI as a big bank," said Craig Corte, an executive at Standard Chartered.

latest 20

Nicholas Gordon

The CEO of Southeast Asia’s largest bank knows even her job is at risk from AI

“If I can be replaced by AI, so can everything else!”

23.07.2025 4

Nicholas Gordon

Cheaper AI like China’s DeepSeek are ‘very welcome,’ says Singapore’s digital minister Josephine Teo

AI that’s been trained on English, and not one of Southeast Asia’s hundreds of different languages, “will perhaps not meet the requirements of...

22.07.2025 2

Nicholas Gordon

Cybercrime is big business in Asia, and AI could be about to make things worse

Asia's "mobile-first market" makes it easier for scammers to make a direct connection to their victims.

14.07.2025 10

Nicholas Gordon

‘Massive’ investment in R&D leads China’s Honor to launch world’s thinnest foldable phone

Foldables represent a small but rapidly expanding segment of the Chinese smartphone market. Sales in this category grew by 27% last year.

03.07.2025 4

Nicholas Gordon

Singapore VC Granite Asia leads $60 million funding round for AI ‘data foundry’ Centific to fuel global expansion

“This funding round isn’t about necessity—it’s about ambition,” CEO Venkat Rangapuram said in a statement.

25.06.2025 10

Nicholas Gordon

Asian executives are ‘worried about productivity’—and the solution may be giving young workers more say in how things are done

Asian firms can no longer hire their way out of a productivity slump. “There are no more people,” Simon Tate, Workday's Asia president, says.

20.06.2025 3

Nicholas Gordon

What Southeast Asia’s largest companies say about a region in flux

Total revenue on the Southeast Asia 500 grew by almost 2% last year—but Trump trade policy could unwind those gains.

17.06.2025 80

Nicholas Gordon

Why reviving U.S. tech manufacturing is harder than you think

Trump’s wrecking ball to global trade has already proved too fast and too disruptive to encourage companies like Apple to quickly move their...

16.06.2025 6

Nicholas Gordon

Markets stay in a holding pattern as world awaits more Trump trade news

Japan’s Nikkei 225 fell 0.5%, as Japan embarks on a new round of trade negotiations with the U.S. ahead of a G7 summit in Canada.

05.06.2025 10

Nicholas Gordon

Nintendo’s Switch 2 could breathe new life into the video game giant—if Trump’s trade war doesn’t upend it all

Nintendo's comeback moment meets geopolitical headwinds.

05.06.2025 4

Nicholas Gordon

Markets shrug off doubled U.S. steel tariffs and Trump complaints of Xi being ‘hard to make a deal with’

“I like President Xi of China...but he is very tough, and extremely hard to make a deal with!” Trump wrote on Truth Social.

04.06.2025 30

Nicholas Gordon

Stock markets dip as Beijing blasts Trump’s ‘bogus charges’ that it’s violating the Geneva trade agreement

The U.S. and China are accusing each other of undermining an uneasy truce in their trade.

02.06.2025 20

Nicholas Gordon

Malaysia’s prime minister thinks AI may need to operate independently of national sovereignty—much like how embassies work today

On Wednesday, Malaysia PM Anwar Ibrahim suggested the idea of national sovereignty may be slightly out of date in the AI age.

28.05.2025 10

Nicholas Gordon

Beijing’s No. 2 wants companies to ‘fully share’ in China’s development as he joins ASEAN and GCC leaders in first-ever summit

“China stands ready … to embrace greater openness and cooperation,” Premier Li Qiang said at Fortune’s ASEAN-GCC-China Economic Forum in Kuala Lumpur.

28.05.2025 3

Nicholas Gordon

Malaysia’s Anwar Ibrahim calls for a ‘fiercely independent ASEAN’ as he bolsters ties with the Middle East and China

Malaysia's prime minister also defended Beijing, which took part in diplomatic summits in the country this week: “China is an important neighbor of...

27.05.2025 10

Nicholas Gordon

Tesla supplier CATL, the world’s leading battery maker, to start trading in HK after a bumper $4.6 billion IPO

CATL is foraying into global markets amid growing trade tensions between the U.S. and China, which have sent markets careening over the past several...

19.05.2025 10

Nicholas Gordon

The threat to kick China out of U.S. exchanges is growing, and Hong Kong stands to benefit

Delisting worries have grown since late February, when President Donald Trump revived the threat of kicking Chinese companies off U.S. exchanges.

10.05.2025 30

Nicholas Gordon

Nio is facing heavy competition in China’s fierce EV market. Making key design decisions ‘within hours’ could help it break through

To keep ahead of the competition, “design really has to be leading edge, always looking forward, very progressive," says Kris Tomasson, Nio's VP of...

03.05.2025 10

Nicholas Gordon

Trump’s tariffs are shaking up elections in Australia, Singapore and South Korea

Who's voting, what issues are driving voters on the ground—and how each country is handling a more protectionist, more volatile U.S.

30.04.2025 10

Nicholas Gordon

Microsoft says Asia’s climb up the value chain—from ‘made in’ to ‘created in’—will make it a hub for AI adoption

“We are consuming more AI than the rest of the world,” Microsoft Asia president Rodrigo Kede Lima notes. “The region is ahead on AI.”

29.04.2025 50

Nicholas Gordon

Toss founder Lee Seung-gun—onetime dentist, now Korea’s fintech maven—talks superapps, ‘rubbish ideas’, and IPO plans ‘in the near future’

Lee Seung-gun's fintech platform Toss now boasts a userbase equal to more than half of South Korea's population.

23.04.2025 10

Nicholas Gordon

Geopolitics helps drive Middle Eastern money to Asia as wealthy Gulf investors hedge their bets

The Middle East missed Asia's rise the first time around. They don't want to miss out again.

21.04.2025 10

Nicholas Gordon

China has options: The U.S. may be more dependent on trade with Asia than President Trump realizes

Also: Fed’s Powell issues warning, U.S. stocks slide, again.

17.04.2025 20

Nicholas Gordon

Trump’s ‘punitive’ China tariffs could end trade between the world’s two largest economies—and that would be painful, volatile, and dangerous

Can U.S.-China trade survive in a post-145% tariff world?

13.04.2025 10

Nicholas Gordon

Investors flee U.S. assets but Chinese markets shrug off Trump’s 145% tariff as trade war begins

An escalating tit-for-tat retaliation between the U.S. and China could wipe out all bilateral trade between the the world's two largest economies.

11.04.2025 10

Nicholas Gordon

Asian markets celebrate Trump’s trade flip-flop, even as he maintains historically high tariffs—and not just on China

It’s not just 125% tariffs against China: There are still 10% tariffs on all U.S. imports, 25% tariffs on imported cars and steel …

10.04.2025 2

Nicholas Gordon

Asian markets go into a 2008-style freefall, after Trump calls his tariffs needed ‘medicine’ for the U.S.

“I don’t want anything to go down, but sometimes you have to take medicine to fix something,” Trump told reporters on Sunday.

07.04.2025 20

Nicholas Gordon

Trump’s ‘Liberation Day’ leaves the world trading system without a leader: ‘The era of rules-based globalization and free trade is over’

For decades, the U.S. was at the center of the rules-based trading system, thanks to the WTO and its massive consumer market. No longer.

06.04.2025 20

Nicholas Gordon

Asia-Pacific markets plunge on Trump’s renewed ‘all countries’ tariff threat

Taiwan's Taiex index was down 4.2%, the worst performer among major Asia-Pacific market indices. The Nikkei 225 fell 4.1% while South Korea's KOSPI...

31.03.2025 8

Nicholas Gordon

How DeepSeek erased Silicon Valley’s AI lead and wiped $1 trillion from U.S. markets

Wall Street and Silicon Valley crowed that China would always be years behind the U.S. Here's why they were wrong.

31.03.2025 20

Nicholas Gordon

Wall Street changes its tune on China as DeepSeek and policy hopes win back investors: ‘Confidence does feel like it’s returned’

“Absolutely [China] is investable,” said Jenny Johnson, CEO of Franklin Templeton, in Hong Kong on Thursday.

29.03.2025 9

Nicholas Gordon

ASICS, the 75-year-old sportswear maker behind the Onitsuka Tiger sneakers, gets into virtual reality with a new Pong-like video game

DISC, which can resemble Tron or 1994 cult classic Windjammers, is ASICS's first foray into the gaming space, from its new ASICS Ventures division.

28.03.2025 10

Nicholas Gordon

Xiaomi reports a 35% jump in revenue as CEO Lei Jun’s EV bet helps drive a 280% share rally

Xiaomi has only been in the EV business for a year, and it's already sold 200,000 cars to Chinese drivers.

18.03.2025 4

Nicholas Gordon

Trump touts TSMC, natural gas, and Panama Canal deals to Congress in a premature victory lap

Trump pointed to three deals he claimed were proof of how his officials were bringing jobs back to the U.S., opening up new markets, and ensuring U.S....

06.03.2025 8

Nicholas Gordon

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Semiconductor Manufacturing International Corporation (SMIC) is up over 75% for the year so far, making it one of the Hang Seng's best performing...

04.03.2025 7

Nicholas Gordon

Trump’s China tariff shock sparks a global market sell-off

Deborah Elms, head of trade policy for the Hinrich Foundation, said: “I do not know anyone who anticipated another 10% tariff against China so soon."

28.02.2025 8

Nicholas Gordon

Trump’s ‘America First Investment Policy’ could threaten hundreds of Chinese companies listed in the U.S.

On Friday, the Trump administration unveiled its “America First Investment Policy,” a series of measures meant to constrain China’s tech sector.

25.02.2025 2

Nicholas Gordon

China tech firms like Alibaba and Lenovo are rallying on DeepSeek hype and AI’s ‘once every several decades’ opportunity

China’s tech earnings this week now give an early glimpse into how its tech CEOs are thinking about DeepSeek.

21.02.2025 8

Nicholas Gordon

Not just Alibaba’s Jack Ma: Who’s who at the summit seen as a ‘symbolic’ end to China’s crackdown on tech

Huawei's Ren Zhengfei, BYD's Wang Chuanfu, and Xiaomi's Lei Jun were among the leading tech executives that met Xi Jinping on Monday.

19.02.2025 5

Nicholas Gordon

Smaller countries may ‘have to choose’ between the U.S. and China, warns author Robert Kaplan: ‘Great powers in decline can tend to be very aggressive’

“For decades, countries like Singapore and Australia and others were able to essentially get rich off China, and be protected by the U.S. Navy,"...

11.02.2025 20

Nicholas Gordon

Cambodia’s largest bank credits a unique investment for its ‘exponential’ growth

In Channy, president of ACLEDA Bank, says a proper office convinced ordinary Cambodians to trust the bank: “They say...I want to make sure you exist!”

08.02.2025 20

Nicholas Gordon

Nissan suspends merger talks with Honda, potentially ending the dream of a new Japanese car giant

Nissan’s future reportedly became the sticking point in negotiations, with Honda pushing to make its smaller competitor a direct subsidiary.

07.02.2025 10

Nicholas Gordon

U.S. Postal Service will stop accepting packages from China as Trump ends ‘de minimis’ exemption used by Temu and Shein

Chinese packages under $800 were exempt from tariffs due to the "de minimis" exemption, now ended under new U.S. rules that came into effect Tuesday.

05.02.2025 40

Nicholas Gordon

Fortune’s first century was tied to purpose. Its second century will be too

Outgoing Fortune CEO Alan Murray reflects on his decade-long tenure.

03.02.2025 10

Nicholas Gordon

GM’s 100-year-old China business can’t keep up with the EV boom there

The automaker estimates its struggling China business will cost $5 billion, but it isn't giving up on the country yet.

29.01.2025 6

Nicholas Gordon

The U.S. just pledged hundreds of billions to protect its AI leadership. A Chinese startup with a ‘joke of a budget’ may have already undercut those hopes

Hangzhou-based DeepSeek has released several open-source AI models that match OpenAI's performance—with more efficiency and at lower cost.

24.01.2025 10

Nicholas Gordon

Donald Trump is about to relaunch his trade war with China—and create even more corporate upheaval in the process

During his first term, Trump's tariffs caused U.S. firms to flee China. Now comes Round 2, which will create new winners and losers.

21.01.2025 10

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‘We want to be patient’: Southeast Asia’s venture investors are excited about AI–but less excited about the region

Nicholas Gordon

Ping An wants to turn China’s demographic crisis into an opportunity to showcase a ‘silver future’

Nicholas Gordon

Big banks can ‘afford to be a little behind the curve’ on AI, and let smaller startups make riskier bets

Nicholas Gordon

The CEO of Southeast Asia’s largest bank knows even her job is at risk from AI

Nicholas Gordon

Cheaper AI like China’s DeepSeek are ‘very welcome,’ says Singapore’s digital minister Josephine Teo

Nicholas Gordon

Cybercrime is big business in Asia, and AI could be about to make things worse

Nicholas Gordon

‘Massive’ investment in R&D leads China’s Honor to launch world’s thinnest foldable phone

Nicholas Gordon

Singapore VC Granite Asia leads $60 million funding round for AI ‘data foundry’ Centific to fuel global expansion

Nicholas Gordon

Asian executives are ‘worried about productivity’—and the solution may be giving young workers more say in how things are done

Nicholas Gordon

What Southeast Asia’s largest companies say about a region in flux

Nicholas Gordon

Why reviving U.S. tech manufacturing is harder than you think

Nicholas Gordon

Markets stay in a holding pattern as world awaits more Trump trade news

Nicholas Gordon

Nintendo’s Switch 2 could breathe new life into the video game giant—if Trump’s trade war doesn’t upend it all

Nicholas Gordon

Markets shrug off doubled U.S. steel tariffs and Trump complaints of Xi being ‘hard to make a deal with’

Nicholas Gordon

Stock markets dip as Beijing blasts Trump’s ‘bogus charges’ that it’s violating the Geneva trade agreement

Nicholas Gordon

Malaysia’s prime minister thinks AI may need to operate independently of national sovereignty—much like how embassies work today

Nicholas Gordon

Beijing’s No. 2 wants companies to ‘fully share’ in China’s development as he joins ASEAN and GCC leaders in first-ever summit

Nicholas Gordon

Malaysia’s Anwar Ibrahim calls for a ‘fiercely independent ASEAN’ as he bolsters ties with the Middle East and China

Nicholas Gordon

Tesla supplier CATL, the world’s leading battery maker, to start trading in HK after a bumper $4.6 billion IPO

Nicholas Gordon

The threat to kick China out of U.S. exchanges is growing, and Hong Kong stands to benefit

Nicholas Gordon

Nio is facing heavy competition in China’s fierce EV market. Making key design decisions ‘within hours’ could help it break through

Nicholas Gordon

Trump’s tariffs are shaking up elections in Australia, Singapore and South Korea

Nicholas Gordon

Microsoft says Asia’s climb up the value chain—from ‘made in’ to ‘created in’—will make it a hub for AI adoption

Nicholas Gordon

Toss founder Lee Seung-gun—onetime dentist, now Korea’s fintech maven—talks superapps, ‘rubbish ideas’, and IPO plans ‘in the near future’

Nicholas Gordon

Geopolitics helps drive Middle Eastern money to Asia as wealthy Gulf investors hedge their bets

Nicholas Gordon

China has options: The U.S. may be more dependent on trade with Asia than President Trump realizes

Nicholas Gordon

Trump’s ‘punitive’ China tariffs could end trade between the world’s two largest economies—and that would be painful, volatile, and dangerous

Nicholas Gordon

Investors flee U.S. assets but Chinese markets shrug off Trump’s 145% tariff as trade war begins

Nicholas Gordon

Asian markets celebrate Trump’s trade flip-flop, even as he maintains historically high tariffs—and not just on China

Nicholas Gordon

Asian markets go into a 2008-style freefall, after Trump calls his tariffs needed ‘medicine’ for the U.S.

Nicholas Gordon

Trump’s ‘Liberation Day’ leaves the world trading system without a leader: ‘The era of rules-based globalization and free trade is over’

Nicholas Gordon

Asia-Pacific markets plunge on Trump’s renewed ‘all countries’ tariff threat

Nicholas Gordon

How DeepSeek erased Silicon Valley’s AI lead and wiped $1 trillion from U.S. markets

Nicholas Gordon

Wall Street changes its tune on China as DeepSeek and policy hopes win back investors: ‘Confidence does feel like it’s returned’

Nicholas Gordon

ASICS, the 75-year-old sportswear maker behind the Onitsuka Tiger sneakers, gets into virtual reality with a new Pong-like video game

Nicholas Gordon

Xiaomi reports a 35% jump in revenue as CEO Lei Jun’s EV bet helps drive a 280% share rally

Nicholas Gordon

Trump touts TSMC, natural gas, and Panama Canal deals to Congress in a premature victory lap

Nicholas Gordon

DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks

Nicholas Gordon

Trump’s China tariff shock sparks a global market sell-off