Starting from the discussion in the Bangkok Post, this paper analyzes the complementary and competitive relationship between Thailand's deep industrial ecosystem and Vietnam's dynamic growth in attracting investment in the ASEAN region.
From the perspective of the ASEAN Community, this article analyzes how the process of industrialization in Southeast Asia reshapes the division of labor in regional industrial chains, cross-border trade, and resource strategy, and explores its new coordinates in the restructuring of global supply chains.
Strategic supply chains now account for over one-fifth of Southeast Asia's exports and half of its foreign investment projects. Yet US-China geoeconomic competition is pushing this "connector" region toward a crossroads. Drawing on the Lowy Institute's latest report, this article dissects the real value across four key sectors—semiconductors, electric vehicles, critical minerals, and solar photovoltaics—and proposes directions for regional coordination and targeted industrial policy.
From the perspective of ASEAN's regional economy, this article analyzes the structural changes behind Vietnam's FDI growth in the first quarter of 2026, and explores their long-term impact on regional supply chain restructuring, manufacturing migration, and cross-border capital flows.
Analyze how China's industrial overcapacity reshapes ASEAN trade patterns through four major trends, and how ASEAN countries seek a balance between deepening economic ties with China and coping with global de-risking pressures.
Vietnam's industrial real estate market has entered a new growth phase, with high-quality foreign investment and green park development becoming key competitive factors. The influx of electronics, logistics, and AI data centers is reshaping the regional industrial division of labor.
Vietnam's manufacturing industry faces pressure from green and digital dual transformations. This is not only a survival race but will also redefine Vietnam's role in ASEAN and the global supply chain.
Analyze how Vietnam's supporting industries can leverage the restructuring of global supply chains to increase localization rates and promote industrial integration in the ASEAN region.
Vietnam's economy is leading ASEAN with an 8% growth rate, but to leap from a manufacturing and assembly base to a middle-income country, it still needs to address structural issues such as investment efficiency, human capital, and deepening the local value chain. This article analyzes Vietnam's transformation path from the ASEAN regional perspective and its impact on the division of regional industrial chains.
Vietnam's industrial output in the first five months of 2026 hit a four-year high, with IIP growing 9.1%, reflecting the deepening trend of manufacturing relocation and supply chain restructuring in the ASEAN region.
S&P Global data showed that ASEAN manufacturing PMI rose to 51.5 in May, recording its first rebound in three months. Improvements in new orders and output indicate that the regional manufacturing chain remains resilient, but declining exports, delivery delays, and inflationary pressures also remind the market that ASEAN manufacturing’s recovery is not proceeding along a single path; rather, it is seeking a balance amid external demand fluctuations, supply chain restructuring, and cost pressures.
The World Bank has raised its medium-term growth forecast for Vietnam, highlighting its central role in ASEAN manufacturing relocation, supply chain restructuring, and foreign capital inflows; however, external shocks, shortcomings in domestic enterprises, and the capacity to implement reforms are determining whether this round of growth can be translated into more solid regional competitiveness.