# emerging market (blogs) — RSS Amplifier Recent posts from the 16 feeds in the RSS Amplifier directory that cover emerging market. Page: Feed: --- ## [What Is the B612 Foundation and What Is Its Current Status?](https://newspaceeconomy.ca/2026/08/23/what-is-the-b612-foundation-and-what-is-its-current-status/) _2026-08-23 · NSE · New Space Economy_ On June 23, 2026, the B612 Foundation announced the recipients of its 2026 Schweickart Prize, direct evidence that the organization remains active nearly 24 years after its creation. B612 is a United States-based nonprofit devoted to developing technologies that help humanity understand, map, and navigate the solar system, with asteroid discovery and planetary defense remaining central to its… ## [How Have Moonbases in Television, Movies, and Books Been Presented?](https://newspaceeconomy.ca/2026/08/23/how-have-moonbases-in-television-movies-and-books-been-presented/) _2026-08-23 · NSE · New Space Economy_ Moonbases in television, movies, and books range from a single pressurized shelter to a city with courts, factories, schools, hospitals, transit systems, and political ambitions. A useful definition requires more than a spacecraft touching down on the lunar surface. The installation must support repeated or extended activity and must have an identifiable function, such as scientific research,… ## [How Fast Are Space Launch Costs Falling?](https://newspaceeconomy.ca/2026/08/22/how-fast-are-space-launch-costs-falling/) _2026-08-23 · NSE · New Space Economy_ In 1960, the average cost of sending one kilogram to low Earth orbit was $87,023 in 2024 dollars. By 2025, Alessio Terzi and Francesco Nicoli estimate that figure had fallen to $3,868, a decline of more than twentyfold. Their July 2026 PNAS Nexus study, From Sputnik to Starship: Estimating the Experience Curve of Space Launch Technology, assembles 4,405 launches covering more than 330 rocket… ## [Do you want to be an astronaut? Career routes that can take you to space](https://newspaceeconomy.ca/2026/08/22/do-you-want-to-be-an-astronaut-career-routes-that-can-take-you-to-space/) _2026-08-22 · NSE · New Space Economy_ In 2024, I flew on a microgravity, or zero G, parabolic flight with the European Space Agency (ESA). The aeroplane flew big arcs up and down in the sky. At the top of the arc I experienced 22 seconds of weightlessness, just like an astronaut. ## [Radio telescopes help scientists map molecules in space and uncover where and how stars form](https://newspaceeconomy.ca/2026/08/22/radio-telescopes-help-scientists-map-molecules-in-space-and-uncover-where-and-how-stars-form/) _2026-08-22 · New Space Economy_ You may have heard the phrase “we are made of star-stuff.” This statement by the astronomer Carl Sagan refers to the fact that elements heavier than hydrogen and helium were forged in the centers of the first stars. But how does this star-stuff evolve into the chemistry of rocks, plants and people? ## [Today’s space race could turn fatal if we don’t agree on new rules](https://newspaceeconomy.ca/2026/08/22/todays-space-race-could-turn-fatal-if-we-dont-agree-on-new-rules/) _2026-08-22 · New Space Economy_ Canadian astronaut Jeremy Hansen had an emotional message before he and three colleagues set off for the Moon earlier this year on the Artemis II mission: “We go for all humanity”. ## [Treasury buybacks - what does it mean?](http://mrzepczynski.blogspot.com/2026/08/treasury-buybacks-what-does-it-mean.html) _2026-08-22 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ Treasury Secretary Bessent announced a Treasury buyback program, an increase in an existing program, amid much market discussion about its objectives and what it means. Investors should note that this does not change the size of the deficit or the Treasuries outstanding. It may change the debt’s composition and will affect the spread between on-the-run and off-the-run bonds. For the Treasury… ## [Treasury buybacks - A history](http://mrzepczynski.blogspot.com/2026/08/treasury-buybacks-history.html) _2026-08-22 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ The Treasury announced an increase in its Treasury buyback program from $2 to $4 billion per operation. This is not the first time buybacks have been used to support the Treasury market, yet this action suggests plumbing problems in the Treasury market. Past buybacks have focused on ensuring more Treasury market liquidity. We expect the same for this program, but it also means the Treasury will be… ## [Can India Solve Its Launch Vehicle Crisis Before Its Space Ambitions Outrun Its Rockets?](https://newspaceeconomy.ca/2026/08/22/can-india-solve-its-launch-vehicle-crisis-before-its-space-ambitions-outrun-its-rockets/) _2026-08-22 · NSE · New Space Economy_ On July 18, 2026, Skyroot Aerospace’s Vikram-1 lifted off from the Satish Dhawan Space Centre at Sriharikota. The privately developed Indian rocket carried multiple payloads, and ISRO reported that the SCOPE and Grahaa satellites were injected into low Earth orbit. The flight made Skyroot the Indian private company that achieved orbital launch from Indian soil on its maiden orbital attempt. ## [トクヤマ、ベトナムで半導体用多結晶シリコンを生産開始](https://seasiafinancial.blogspot.com/2026/08/tokuyama-launches-factory-in-vietnam.html) _2026-08-22 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ トクヤマ、ベトナムで半導体用多結晶シリコンを生産開始 東南アジア株式新聞 2026年8月22日 トクヤマは、ベトナムのホーチミン市で半導体用多結晶シリコンのための新工場を開所した。 「電子先端材料」を成長の軸としている同社は、サプライチェーンの強靭化の一環として、 ベトナムで同シリコンの安定生産を確立する。 トクヤマの発表資料より 8月20日の発表： トクヤマベトナム、多結晶シリコン新工場の開所式を開催 | ニュース | Tokuyama 株式会社トクヤマ（本部：東京都千代田区、社長：井上智弘）は、2026年8月13日、 ベトナムのホーチミン市フーミー3特別工業団地内のTOKUYAMA VIETNAM CO., LTD（以下、TVC）において、 半導体用多結晶シリコン新工場の開所式を開催しました。 TVCは、トクヤマが2024年8月8日付で設立した100％出資子会社。… ## [Auto-trade Cross-Exchange Gaps (Sponsored)](https://crawlproof.com/a/1gbCnjMifS49) _2026-08-22 · **Sponsored**_ Find cross-exchange spreads, backtest strategies, and execute automatically with risk controls. ## [トクヤマ、ベトナムで半導体用多結晶シリコンを生産開始](https://seasiafinancial.blogspot.com/2026/08/tokuyama-launches-factory-in-vietnam.html) _2026-08-22 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ トクヤマ、ベトナムで半導体用多結晶シリコンを生産開始 東南アジア株式新聞 2026年8月22日 トクヤマは、ベトナムのホーチミン市で半導体用多結晶シリコンのための新工場を開所した。 「電子先端材料」を成長の軸としている同社は、サプライチェーンの強靭化の一環として、 ベトナムで同シリコンの安定生産を確立する。 トクヤマの発表資料より 8月20日の発表： トクヤマベトナム、多結晶シリコン新工場の開所式を開催 | ニュース | Tokuyama 株式会社トクヤマ（本部：東京都千代田区、社長：井上智弘）は、2026年8月13日、 ベトナムのホーチミン市フーミー3特別工業団地内のTOKUYAMA VIETNAM CO., LTD（以下、TVC）において、 半導体用多結晶シリコン新工場の開所式を開催しました。 TVCは、トクヤマが2024年8月8日付で設立した100％出資子会社。… ## [How Could Non-Radio Technosignatures Reveal Extraterrestrial Intelligence?](https://newspaceeconomy.ca/2026/08/22/how-could-non-radio-technosignatures-reveal-extraterrestrial-intelligence/) _2026-08-22 · NSE · New Space Economy_ Frank Drake’s Project Ozma began in 1960 with a radio telescope at Green Bank, West Virginia, and set the public image of the Search for Extraterrestrial Intelligence (SETI) as a listening exercise. Radio made scientific sense. It could cross interstellar distances, pass through much of the interstellar medium, carry narrowband artificial-looking patterns, and use technology already available to… ## [How Do Space-Based Applications Serve Industries Across the Global Economy?](https://newspaceeconomy.ca/2026/08/21/how-do-space-based-applications-serve-industries-across-the-global-economy/) _2026-08-22 · NSE · New Space Economy_ The EU Space Market Report 2026, published by the European Union Agency for the Space Programme (EUSPA), identifies 16 downstream market segments, ranging from agriculture and aviation to finance, infrastructure, transportation, security, and urban development. That classification provides a concrete starting point for understanding space-based applications as economic infrastructure rather than… ## [Can Space Launch Cost Asymmetries Reshape Geopolitical Power?](https://newspaceeconomy.ca/2026/08/21/can-space-launch-cost-asymmetries-reshape-geopolitical-power/) _2026-08-22 · NSE · New Space Economy_ In 2025, Alessio Terzi and Francesco Nicoli estimate an average launch cost of $3,225 per kilogram for the United States and $9,897 per kilogram for Europe, measured in 2024 U.S. dollars and standardized to low Earth orbit. India stands at $13,302 per kilogram, Russia at $6,682, China at $5,809, and Japan at $5,287. Those space launch cost asymmetries form the central empirical result of… ## [Hyperscaler AI Capex: What the Headlines Miss](https://kraneshares.substack.com/p/hyperscaler-ai-capex-what-the-headlines) _2026-08-21 · KraneShares · KraneShares’s Substack_ How does compute move from being merely a capital expenditure to becoming collateral? ## [企業研究｜YTLコーポレーション（YTL Corporation、Bursa：4677） \[更新\]](https://seasiafinancial.blogspot.com/2024/04/ytlcorporation.html) _2026-08-21 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ 企業研究｜YTLコーポレーション（YTL Corporation Berhad、Bursa：4677） マレーシアのコングロマリット、高級ホテル群からAIクラウドまで 同社を中心に多数のグループ企業を抱える マレーシア国内だけでなく、シンガポール、オーストラリア、英国、米国などに展開 YTLグループで北海道ニセコに高級ホテル村を開発・運営 会計年度は6月30日までの1年間 YTL株の1年間（Bursa公式サイトより） 第4四半期、前年同期比で増収減益、前四半期比では増収増益 8月20日の発表: YTL Corp's 4th Quarter Revenue Increases 16% to RM8.8 Billion YTLコーポレーションの2026年6月30日までの3ヶ月間の売上高は、前四半期（2026年3月31日までの3ヶ月間）の… ## [Can the National Space Transportation Policy Deliver 1,000 Launches and Reentries a Year?](https://newspaceeconomy.ca/2026/08/21/can-the-national-space-transportation-policy-deliver-1000-launches-and-reentries-a-year/) _2026-08-21 · NSE · New Space Economy_ On August 20, 2026, President Donald Trump signed the new National Space Transportation Policy, designated National Security Presidential Memorandum 17, or NSPM-17. It replaces the 2013 national space transportation policy and directs federal agencies to prepare U.S. space transportation ranges for more than 1,000 launches and reentries each year by 2030. The accompanying White House fact sheet… ## [Spaceport Financial Model for Construction, Operations, Services, Revenue, and Regulation](https://newspaceeconomy.ca/2026/08/21/spaceport-financial-model-for-construction-operations-services-revenue-and-regulation/) _2026-08-21 · NSE · New Space Economy_ A spaceport financial model starts with a location decision, a launch market assumption, and a regulatory pathway. Unlike a conventional airport, a spaceport may support rockets, suborbital vehicles, reentry vehicles, test campaigns, payload processing, training, research, tourism, and defense and security missions. The business case depends on whether the site serves vertical launch, horizontal… ## [Photonic ETF LUMA: Designed To Capitalize On One of AI’s Biggest Bottlenecks](https://kraneshares.substack.com/p/photonic-etf-luma-designed-to-capitalize) _2026-08-20 · KraneShares · KraneShares’s Substack_ AI's newest bottleneck is not the processor; it is the connections running between them. ## [What Does the New Mars Science Strategy Mean for Human Exploration of Mars?](https://newspaceeconomy.ca/2026/08/20/what-does-the-new-mars-science-strategy-mean-for-human-exploration-of-mars/) _2026-08-20 · NSE · New Space Economy_ On December 9, 2025, the National Academies of Sciences, Engineering, and Medicine publicly released A Science Strategy for the Human Exploration of Mars, a consensus study published as a 2026 National Academies Press volume. The study does something more specific than propose another Mars mission architecture. It identifies what humans should try to discover after reaching Mars and works backward… ## [CLI-first decentralized compute (Sponsored)](https://crawlproof.com/a/4z6cbYaBJaYH) _2026-08-20 · **Sponsored**_ Run and pay spare GPUs from the CLI — transcode, coinpay (DID+escrow), infernet (AI). ## [マレーシア、消費税改革を検討、GST一部復活か？](https://seasiafinancial.blogspot.com/2026/08/malaysia-to-reform-consumption-tax.html) _2026-08-20 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ マレーシア、消費税改革を検討、GST一部復活か？ 東南アジア株式新聞 2026年8月20日 マレーシア政府が消費税（間接税）改革を検討している。 財政を強固にするため、現行の売上サービス税（SST）では役不足だという認識が政府にある。 （現行SSTは、生活必需品を除き、売上税5％か10％、サービズ税6〜8％） かつて採用していた物品サービス税（GST）の一部復活を含めて議論している模様だ。 アンワル首相が財務省の2027年度予算に関する意見交換会で、 税制改革を検討中であると明らかにした。 10月提出の2027年度予算案に盛り込まれるかどうかは不明だ。 マレーシア財務省サイトより GSTとSSTを混合？累進かつ効率的な税制を検討 マレーシア財務省サイトに掲載の国営ベルナマ通信8月18日の記事： Govt Ready To Study Proposal To Combine GST, SST… ## [マレーシア、消費税改革を検討、GST一部復活か？](https://seasiafinancial.blogspot.com/2026/08/malaysia-to-reform-consumption-tax.html) _2026-08-20 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ マレーシア、消費税改革を検討、GST一部復活か？ 東南アジア株式新聞 2026年8月20日 マレーシア政府が消費税（間接税）改革を検討している。 財政を強固にするため、現行の売上サービス税（SST）では役不足だという認識が政府にある。 （現行SSTは、生活必需品を除き、売上税5％か10％、サービズ税6〜8％） かつて採用していた物品サービス税（GST）の一部復活を含めて議論している模様だ。 アンワル首相が財務省の2027年度予算に関する意見交換会で、 税制改革を検討中であると明らかにした。 10月提出の2027年度予算案に盛り込まれるかどうかは不明だ。 マレーシア財務省サイトより GSTとSSTを混合？累進かつ効率的な税制を検討 マレーシア財務省サイトに掲載の国営ベルナマ通信8月18日の記事： Govt Ready To Study Proposal To Combine GST, SST… ## [2026年 7-9 月の東南アジア株式（各取引日の終値）](https://seasiafinancial.blogspot.com/2026/07/sea-stock-7-9-2026.html) _2026-08-20 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ 2026年 7-9 月の東南アジア株式（各取引日の終値） 8月20日（木） シンガポール STI マレーシア FBM KLCI インドネシア IDX総合 タイ SET 香港 Hang Seng 5671.91 -0.39% 1736.71 +0.31% 6501.59 +1.68% 1609.99 +0.01% 25698.49 +1.30% 8月19日（水） シンガポール STI マレーシア FBM KLCI インドネシア IDX総合 タイ SET 香港 Hang Seng 5694.24 -0.13% 1731.32 -0.12% 6394.13 -0.86% 1609.76 -0.73% 25495.07 +0.09% 8月18日（火） シンガポール STI マレーシア FBM KLCI インドネシア IDX総合 タイ SET 香港 Hang Seng 5701.40 -1.16%… ## [How Will Martian Dust Exposure Limits Shape Human Mars Missions?](https://newspaceeconomy.ca/2026/08/20/how-will-martian-dust-exposure-limits-shape-human-mars-missions/) _2026-08-20 · NSE · New Space Economy_ On July 14, 2026, NASA approved Revision F of NASA-STD-3001, Volume 2, adding a dedicated Martian Dust Contamination requirement to the agency’s human-system standard. As of August 19, 2026, Revision F is the published version available through NASA’s standards program. Its new requirement, V2 6253, tells designers to keep Martian dust particles smaller than 10 μm in habitable air below a… ## [What Do We Know About Mars Based on All Mars Exploration Missions?](https://newspaceeconomy.ca/2026/08/20/what-do-we-know-about-mars-based-on-all-mars-exploration-missions/) _2026-08-20 · NSE · New Space Economy_ More than 50 years of robotic missions have changed Mars from a telescopic mystery into the most closely studied planet beyond Earth. The combined record from orbiters, landers, rovers, atmospheric probes, and radar instruments shows that Mars once had rivers, lakes, groundwater systems, volcanoes, impact basins, polar ice, dust storms, weather, and chemical environments that could have supported… ## [What Would an AWS International Restriction Cost Amazon?](https://newspaceeconomy.ca/2026/08/19/what-would-an-aws-international-restriction-cost-amazon/) _2026-08-19 · NSE · New Space Economy_ Amazon Web Services generated $42.2 billion of sales and $16.6 billion of operating income during the quarter ended June 30, 2026. For the trailing 12 months, AWS produced $148.4 billion of revenue and $54.7 billion of operating income, according to Amazon’s Q2 2026 results. That made AWS far more financially significant to Amazon than its share of corporate revenue might suggest. AWS accounted… ## [Buy alert - new EM company bought](https://emergingvalue.substack.com/p/buy-alert-new-em-company-bought) _2026-08-19 · Emerging Value · Emerging Value_ Hello readers and partners, I have just exited a higher valued non core holding from developed markets, in order to enter with a small position size a new company in my core theme. ## [Could Nuclear Asteroid Defense Stop a Large Near-Earth Object?](https://newspaceeconomy.ca/2026/08/19/could-nuclear-asteroid-defense-stop-a-large-near-earth-object/) _2026-08-19 · NSE · New Space Economy_ On May 18, 2026, Space: Science & Technology published the Wang et al. study, a research paper that puts nuclear asteroid defense at the center of a specific engineering problem: what can be done if a large near-Earth asteroid is discovered too late for slow deflection methods. The authors, led by Xiaowei Wang of the China Academy of Launch Vehicle Technology, study targets with equivalent… ## [Why Did the White House Remove Data Centers, Batteries, and AR From the U.S. National Security Technology List?](https://newspaceeconomy.ca/2026/08/19/why-did-the-white-house-remove-data-centers-batteries-and-ar-from-the-u-s-national-security-technology-list/) _2026-08-19 · NSE · New Space Economy_ On August 19, 2026, Tom’s Hardware drew attention to a striking feature of the White House’s new technology strategy: several technologies that had appeared explicitly on the federal Critical and Emerging Technologies list in 2024 no longer appear in its 2026 successor. Advanced cloud services, high-performance data storage and data centers, batteries, grid-integration technologies, advanced gas… ## [AI ETF AGIX: Introducing The New Class Of Private Investments & Performance Update](https://kraneshares.substack.com/p/ai-etf-agix-introducing-the-new-class) _2026-08-19 · KraneShares · KraneShares’s Substack_ It has been well over a year since AI ETF AGIX, the KraneShares Public Private AI & Technology ETF, added private-company exposure to its portfolio. ## [Make any domain metal (Sponsored)](https://crawlproof.com/a/IYcYZY70T35A) _2026-08-19 · **Sponsored**_ Turn any domain into a blacked-out metal landing page with an email waitlist ## [シンガポールがファンド運用者に税軽減など誘致策、香港に対抗](https://seasiafinancial.blogspot.com/2026/08/singapore-to-lure-fund-managers.html) _2026-08-19 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ シンガポールがファンド運用者に税軽減など誘致策、香港に対抗 東南アジア株式新聞 2026年8月19日 シンガポール金融管理局（MAS）は、資産運用ハブとしてファンド運用者を誘致するための施策を 発表した。 同国にとって、資産運用業界は、質の高い雇用を創出する重要な産業だ。 現在、約2万5000人の従業員のうち、約80%が地元住民が占める 最近、香港が広範な施策を盛り込んだファンド誘致策を発表しており、シンガポールも対抗した格好だ。 MAS公式サイトより MAS の8月19日の発表： Measures to Strengthen Singapore’s Competitiveness as a Leading Asset Management Hub シンガポール金融管理局（MAS）は本日、シンガポールを主要な資産運用拠点として強化するための一連の措置 を発表しました。… ## [シンガポールがファンド運用者に税軽減など誘致策、香港に対抗](https://seasiafinancial.blogspot.com/2026/08/singapore-to-lure-fund-managers.html) _2026-08-19 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ シンガポールがファンド運用者に税軽減など誘致策、香港に対抗 東南アジア株式新聞 2026年8月19日 シンガポール金融管理局（MAS）は、資産運用ハブとしてファンド運用者を誘致するための施策を 発表した。 同国にとって、資産運用業界は、質の高い雇用を創出する重要な産業だ。 現在、約2万5000人の従業員のうち、約80%が地元住民が占める 最近、香港が広範な施策を盛り込んだファンド誘致策を発表しており、シンガポールも対抗した格好だ。 MAS公式サイトより MAS の8月19日の発表： Measures to Strengthen Singapore’s Competitiveness as a Leading Asset Management Hub シンガポール金融管理局（MAS）は本日、シンガポールを主要な資産運用拠点として強化するための一連の措置 を発表しました。… ## [How Could Artificial Intelligence Help Humanity Communicate With Extraterrestrial Intelligence?](https://newspaceeconomy.ca/2026/08/19/how-could-artificial-intelligence-help-humanity-communicate-with-extraterrestrial-intelligence/) _2026-08-19 · NSE · New Space Economy_ In January 2023, a student-led team working with Breakthrough Listen data reported eight candidate technosignature signals found through a deep-learning search of 820 nearby stars observed with the Green Bank Telescope. The candidates did not repeat when researchers tried follow-up observations, so they did not become evidence of extraterrestrial intelligence. The finding still showed why… ## [Can Space-Based Solar Power Become a Competitive Source of Firm Clean Energy?](https://newspaceeconomy.ca/2026/08/18/can-space-based-solar-power-become-a-competitive-source-of-firm-clean-energy/) _2026-08-19 · NSE · New Space Economy_ On February 13, 2026, the UK government published a 94-page study examining whether smaller space-based solar power systems could begin commercial deployment during the 2030s. The study followed a 2021 UK assessment and moved the discussion beyond gigawatt-scale concepts by examining an intermediate system capable of delivering power measured in megawatts. The small-scale SBSP feasibility study… ## [What Does the 2026 National Security Science and Technology Strategy Mean for the Space Economy?](https://newspaceeconomy.ca/2026/08/18/what-does-the-2026-national-security-science-and-technology-strategy-mean-for-the-space-economy/) _2026-08-18 · NSE · New Space Economy_ In August 2026, the White House Office of Science and Technology Policy placed space alongside undersea capabilities and artificial intelligence and autonomy among three priority areas for U.S. battlefield dominance and power projection. The new National Security Science and Technology Strategy (NSSTS) ties federally supported research and development to the objectives of the 2025 National… ## [Has a Second Space Age Turned Space Into Industrial Infrastructure?](https://newspaceeconomy.ca/2026/08/18/has-a-second-space-age-turned-space-into-industrial-infrastructure/) _2026-08-18 · NSE · New Space Economy_ On June 15, 2026, SpaceX completed its initial public offering, issuing 638,888,888 Class A shares at $135 per share and generating $85.675 billion in net proceeds after underwriting commissions and offering costs. The transaction placed one of the world’s largest launch, satellite communications, and space technology companies directly inside public capital markets on a scale rarely associated… ## [Growing Global Markets for Women’s Handmade Craft](https://womenentrepreneursgrowglobal.org/2026/08/18/growing-global-markets-for-womens-handmade-craft/?utm_source=rss&utm_medium=rss&utm_campaign=growing-global-markets-for-womens-handmade-craft) _2026-08-18 · Laura Fairman · Women Entrepreneurs Grow Global_ Join us on for our next wegginar with Susan Hull Walker on September 2. The post Growing Global Markets for Women’s Handmade Craft appeared first on Women Entrepreneurs Grow Global . ## [What Is the U.S. Space Force Becoming as Its Mission, Budget, and Acquisition System Expand?](https://newspaceeconomy.ca/2026/08/18/what-is-the-u-s-space-force-becoming-as-its-mission-budget-and-acquisition-system-expand/) _2026-08-18 · NSE · New Space Economy_ The U.S. Space Force entered 2026 with a fiscal year 2027 funding request large enough to change the scale of a military service created less than seven years earlier. The August 10, 2026 Congressional Research Service primer calculates a $71.3 billion total request, consisting of $59.2 billion in discretionary funding and $12.1 billion in anticipated mandatory funding. The Department of the Air… ## [Short-term trend trading and liquidity - stay away from small tick contracts](http://mrzepczynski.blogspot.com/2026/08/short-term-trend-trading-and-liquidity.html) _2026-08-18 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ The paper, “Is Trend Still Your Friend: A microstructural account of the demise of short-term trend-following” , is important research on why trend-following may not work over short horizons. While trend-following seems to span time, there are exceptions. Since 2009, there has been no profit to be had from short-term trend trading. This paper documents the break in short-term trend trading and… ## [Japan and the big carry trade](http://mrzepczynski.blogspot.com/2026/08/japan-and-big-carry-trade.html) _2026-08-18 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ The yen carry trade has existed for decades. Borrow in cheap Japanese funding markets, sell yen, and then buy the currency of a high-yielding market in some other currency. Of course, hedging and risk management add layers, but the overall strategy is straightforward. Everything works until it does not, because of two things: 1) rates in Japan increase relative to the rest of the world, the yield… ## [Hedge funds and Treasuries - An unholy alliance](http://mrzepczynski.blogspot.com/2026/08/hedge-funds-and-treasuries-unholy.html) _2026-08-18 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ This may seem obvious, but hedge funds dominate a significant portion of Treasury trading. Their exposure exceeds that of mutual funds, and their behavior strongly affects market direction. These are not the same bond vigilantes of long ago, but a breed of arbitrageurs and directional traders ready to go long or short based on small market deviations. They are both liquidity takers and makers.… ## [Big losses - big mistakes in finance from leverage](http://mrzepczynski.blogspot.com/2026/08/big-losses-big-mistakes-in-finance-from.html) _2026-08-18 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ There are some common themes when it comes to large losses in finance - leverage kills. We cannot say that it is always the case, but a review of the biggest trading losses seems linked to excess leverage. Too much risk with a surprise event, and you have a recipe for losses. This will happen with funds and financials, and if we dig into corporate losses, we will find a link to leverage. What is… ## [ケンバンガン・キャピタル・パートナーズ（KCP）、7億米ドル超を調達](https://seasiafinancial.blogspot.com/2026/08/kenbangan-cp-raises-usd-725-mil.html) _2026-08-18 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ ケンバンガン・キャピタル・パートナーズ（KCP）、7億米ドル超を調達 東南アジア株式新聞 2026年8月18日 シンガポールに本拠を置くPE投資会社 ケンバンガン・キャピタル・パートナーズが7億米ドル超を 調達した、と現地のビジネスメディアが報じた。 7億米ドルは約1,100億円。日本の新しいPE投資会社なら非常に立派なスタートと評価されるだろう。 中国、インド、日本、韓国、東南アジアの企業を投資対象とするそうだ。 KCPの公式サイトより The Edge Malaysia（同 Singapore）の8月18日の記事： Singapore's Kembangan Capital Partners said to raise US$725 mil anchored by sovereign fund… ## [JD.com earnings and update](https://emergingvalue.substack.com/p/jdcom-earnings-and-update) _2026-08-17 · Emerging Value · Emerging Value_ A year ago, I published my review and thesis of JD.com, a Chinese e-commerce company and Challenger to Alibaba and PDD. ## [Fed balance sheet - More work to do](http://mrzepczynski.blogspot.com/2026/08/fed-balance-sheet-more-work-to-do.html) _2026-08-17 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ The issue that has been important to Fed Chairman Warsh has been the Fed balance sheet. There still isn't enough focus on the dynamics of changes in the balance sheet, inflation, and credit. Total Fed assets are still more than 6 times higher than before the Great Financial Crisis, which was well over 15 years ago. Now, Fed regulatory rules have changed, so the total assets may be much higher for… ## [Peter Lynch on stop-loss](http://mrzepczynski.blogspot.com/2026/08/peter-lynch-on-stop-loss.html) _2026-08-17 · Mark Rzepczynski · Disciplined Systematic Global Macro Views_ Selling your winners and holding your losers is like cutting the flowers and watering the weeds - Peter Lynch Peter Lynch was not a quant or a trend-follower, so it may seem odd that he is talking about trend-following fundamentals, yet the premise of Lynch's argument is clear even for fundamental investors. Hold your good companies and get rid of the bad ones. This does not always have to be… ## [インドネシア、到着ビザ（VOA）手数料を引き上げへ](https://seasiafinancial.blogspot.com/2026/08/indonesia-voa-fee.html) _2026-08-17 · Ben Wada 和田 勉 · 東南アジア株式新聞 seasiafinancial_ インドネシア、到着ビザ（VOA）手数料を引き上げへ 東南アジア株式新聞 2026年8月17日 インドネシアの到着ビザ（Visa on Arrival）は、外国人観光客に対し30日間の滞在を許可する。 とはいえ、3泊4日程度の旅行だと、入国税のようなものだ。 このVOAの手数料が近い将来、値上げになりそうだ。 インドネシア e-Visa 申請サイト Jalkarta Globe の8月12日の記事： Indonesia Plans to Double Visa on Arrival Fee to Rp1 Million インドネシアは、到着ビザ（VoA）の手数料を50万ルピア（約28ドル）から最大100万ルピア（約56ドル）に 引き上げる計画だ。 入国管理局は、外国人旅行者が渡航前にオンラインで申請するか、到着時に申請するかによって料金を変える案 を提示している。… ## [African Women Entrepreneurs Are Taking Wellness Businesses Global](https://womenentrepreneursgrowglobal.org/2026/08/17/african-women-entrepreneurs-are-taking-wellness-businesses-global/?utm_source=rss&utm_medium=rss&utm_campaign=african-women-entrepreneurs-are-taking-wellness-businesses-global) _2026-08-17 · Laurel Delaney · Women Entrepreneurs Grow Global_ South African women are using entrepreneurship, community and network-powered business models to build new opportunities beyond traditional markets. As conversations around women’s economic participation and entrepreneurship take center stage worldwide, a group of South African entrepreneurs is turning its attention beyond the country’s borders, … The post African Women Entrepreneurs Are Taking… ## [dLocal Q2 2026 Earnings Review](https://gabgrowth.com/p/dlocal-q2-2026-earnings-review) _2026-08-16 · GabGrowth · GabGrowth_ 92% TPV growth, but margins continue to fall... I smell a massive opportunity ahead ## [From a Napa Valley Barn to the World’s Kitchens with Pamela Stafford on August 14, 2026](https://womenentrepreneursgrowglobal.org/2026/08/14/from-a-napa-valley-barn-to-the-worlds-kitchens/?utm_source=rss&utm_medium=rss&utm_campaign=from-a-napa-valley-barn-to-the-worlds-kitchens) _2026-08-14 · Laura Fairman · Women Entrepreneurs Grow Global_ … The post From a Napa Valley Barn to the World’s Kitchens \\with Pamela Stafford\ on August 14, 2026\ appeared first on Women Entrepreneurs Grow Global .