Search our articles
Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: INFRASTRUCTURE
Rising demand for data centers and its impact on Southeast Asia-5’s energy landscape
October 17, 2024
Data localization policies in Southeast Asia-5 countries have increased local data centers by 28% between 2019 and 2023, intensifying electricity competition and challenging business expansion.
Read More
US Elections - economic policy signals from VP Harris
October 10, 2024
Vice President Kamala Harris released her economic plan. The bulk of her investments are poised to impact services with a smaller investment in modernization of traditional industries alongside advanced industries.
Read More
Thailand's political dynamics and their impact on the Eastern Economic Corridor (EEC) development
September 3, 2024
Thailand’s political parties agree that significant development is required to capture the historic investment flowing into Southeast Asia but power struggles over the specific industries and geographies left the path forward unclear.
Read More
Southeast Asian Leaders Unveil Ambitious Policies at 2024 Nikkei Forum
June 11, 2024
At the Nikkei Forum, Southeast Asian leaders shared insights on upcoming policy initiatives. Vietnam is prioritizing infrastructure and energy improvements. Malaysia aims to advance in the semiconductor value chain.
Read More
United States: IRA Faces Headwinds on Energy Transition
May 30, 2024
The IRA, in tandem with tightening restrictions on clean energy technologies sourced from China, has the potential shift the green technology value chain.
Read More
