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Infrastructure Watch

ASEAN 2026-2031: Accelerated Regional Integration and New Pattern of Industrial Upgrading

ASEAN is accelerating market integration and industrial upgrading. The upgrade of ATIGA, the DEFA agreement, and energy cooperation plans are injecting new momentum into the regional economy. This article analyzes investment trends and opportunities for the next five years from the perspective of regional synergy.

Sarah Lim3 min read
Cross-Border Trade

China seeks stability in Indonesia's mineral policy: a key variable in ASEAN supply chain

Chinese Minister of Commerce Wang Wentao, during a meeting with Indonesia's Coordinating Minister for Economic Affairs, called on Indonesia to provide a stable and transparent policy environment for the mining industry. This move reflects China's long-term dependence on Indonesia's mineral supply chain and the potential impact of Indonesia's policy uncertainty on the ASEAN regional industrial chain.

Somsak Phumin3 min read
Regional Outlook

Cambodia's economic slowdown: How government stimulus and tourism recovery determine short-term prospects and regional role

According to an MSC report, Cambodia's 2026 GDP growth forecast has been downgraded to 2.5%, with government stimulus and tourism recovery becoming key to avoiding the slowest growth in nearly two decades. This article analyzes the roots of Cambodia's economic slowdown, the impact of tourism on regional connectivity, and the potential long-term industrial transformation driven by policy stimulus from the ASEAN regional perspective.

Budi Santoso4 min read
Infrastructure Watch

Vietnam Mobilizes Financial Resources to Accelerate Energy Infrastructure Transformation: Regional Implications for ASEAN Energy Security and Green Finance

Vietnam plans to mobilize approximately $134.7 billion for power projects from 2021 to 2030, and drive the development of smart grids and renewable energy through diversified financing such as credit and green bonds. This move not only concerns its own energy security but also provides an important reference for ASEAN's regional energy transition, green financial cooperation, and industrial chain restructuring.

Budi Santoso5 min read
ASEAN Briefing

ASEAN's Rise as the Global Manufacturing Hub: An In-Depth Observation of Regional Integration and Supply Chain Restructuring

Based on the Philippines' 2026 ASEAN Chairmanship priority economic agenda, analyze the rise of ASEAN as a global manufacturing and innovation hub, exploring its advantages such as a young labor force, a network of free trade agreements, RCEP, and the potential for Russia-ASEAN cooperation, reflecting the trends of regional supply chain restructuring and industrial upgrading.

Budi Santoso3 min read
Regional Outlook

ASEAN Energy Security: Building Regional Resilience in Turbulent Times

This article analyzes the energy security challenges faced by ASEAN, including the vulnerability of the Malacca Strait, dependence on fossil fuels, renewable energy potential, supply chain risks, and great power competition, and proposes a regional cooperation framework to enhance economic resilience.

Sarah Lim4 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
Regional Outlook

What Does the Slowdown in the Philippines Mean for ASEAN: A Structural Test from Consumption-Led Growth to Investment Recovery

The economic slowdown in the Philippines in 2025–2026 is not merely a cyclical fluctuation in a single country; it also reflects the deeper relationship among investment confidence, infrastructure governance, manufacturing absorption, and services-sector transformation within ASEAN. This article examines, from a regional perspective, the impact of pressure on the Philippines’ growth on ASEAN supply chains, capital flows, and industrial division of labor.

Somsak Phumin8 min read
Infrastructure Watch

Another piece added to the industrial map of Vietnam’s South-Central Coast: the regional significance of Stavian’s new industrial park project in Khanh Hoa Province

Khanh Hoa Province’s approval of Stavian Industrial Park as the investor in the Ninh Thuan industrial park project is not just about the addition of local industrial land; it also reflects the ongoing advancement of Vietnam’s south-central coastal region in attracting manufacturing and logistics node development, as well as the trend of ASEAN supply chains extending toward port-based, park-based, and division-of-labor network structures.

Nguyen Van Duc6 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