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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: SOUTHEAST ASIA
Another view of China’s deep involvement in global supply chains
September 12, 2024
Rhetoric on derisking trade from China is growing due to geopolitical tensions, but strong trade complementarity remains, highlighting China's crucial role in global supply chains.
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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.
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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.
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Southeast Asia Attracts Investment but Faces Capacity Crunch
April 18, 2024
One of the ways that SEA-5 nations seek to address existing labor shortages challenges is by increasing productivity. The successful execution of this strategy will be crucial for sustaining their competitiveness in the global market.
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Indonesia 2024 Elections: Impact on Industrial and Climate Policies
February 7, 2024
The goal to elevate the production of higher value-added goods within Indonesia, while curbing the export of raw materials, will intricately influence company sourcing and production strategies, with effects differing across industries.
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