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Manufacturing Hub

Latest manufacturing hub coverage.

Manufacturing Hub
Manufacturing Hub

Caught Between Superpowers: Southeast Asia's Strategic Supply Chain Dilemma and Paths to Breakthrough

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.

Budi Santoso7 min read
Manufacturing Hub

ASEAN's Dual Game Between China's Export Surge and Global De-risking

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.

Budi Santoso3 min read
Manufacturing Hub

Vietnam's economic rise: ASEAN supply chain restructuring and the challenge of the middle-income trap

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.

Budi Santoso5 min read
Manufacturing Hub

Why did ASEAN manufacturing strengthen again in May: regional resilience and structural pressure behind the rebound in orders

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.

Carlos Mendoza7 min read
Manufacturing Hub

Vietnam will still be the growth engine of ASEAN, but the real test lies in "what comes after high growth"

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.

Sarah Lim9 min read