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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: SOUTHEAST ASIA
What lies ahead for Indonesia’s manufacturing sector?
November 5, 2024
Indonesia's new president, Prabowo Subianto, faces the challenge of revitalizing the manufacturing sector amid regulatory hurdles and labor issues, with the potential for growth hinging on effective implementation of the 2020 Job Creation Law.
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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.
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EU-Vietnam Free Trade Agreement: business impacts and outlook under CBAM
October 3, 2024
The EU-Vietnam Free Trade Agreement (EVFTA) aims to eliminate 99% of tariffs by 2030, increasing EU's access to Vietnam’s market. However, the EU's Carbon Border Adjustment Mechanism (CBAM) may challenge the EVFTA's effectiveness by increasing export costs.
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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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