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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
Digital ASEAN

Indonesia's mobile service revenue will reach $12.1 billion by 2030: Data consumption and 5G drive the transformation of ASEAN's largest digital economy

Based on GlobalData's forecast, Indonesia's mobile service revenue will reach $12.1 billion by 2030, driven by data consumption and 5G deployment, while voice revenue continues to decline. This trend reflects the digital acceleration of ASEAN's largest economy and provides new momentum for regional supply chain and digital economy integration.

Carlos Mendoza3 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
ASEAN Briefing

Cambodia Skills Cooperation: A New Paradigm for ASEAN Human Capital Upgrading amid Manufacturing Relocation

SCAN Industrial Services and the Ministry of Labor of Cambodia have launched an industry-led skills training partnership that directly aligns with the employment needs of the manufacturing sector. This article analyzes, from the perspective of the ASEAN region, how this cooperation can enhance the quality of Cambodia's human capital, support the relocation of manufacturing and supply chain upgrading, and strengthen the competitiveness of the ASEAN Economic Community.

Nguyen Van Duc4 min read
Digital ASEAN

Content Discovery Fragmentation: How ASEAN Digital Leaders Are Reshaping Strategy

ASEAN consumers are shifting from search engines to AI assistants and super apps for discovering information, leading to a decline in traditional website traffic. This article analyzes three major content strategy transformations that regional digital leaders must undertake: from keywords to conversations, from quantity to authority, and from owned channels to a seamless omnichannel experience.

Sarah Lim6 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

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
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