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Based on Vietnam's manufacturing data for the first half of 2026, this analysis examines Vietnam's continued upgrade as a supply chain hub from an ASEAN regional perspective, as well as its far-reaching impact on regional industrial division of labor and investment flows.
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.
In-depth interpretation of ASEAN's 2026 economic outlook, analyzing how geopolitical conflicts, inflationary pressures, and semiconductor demand jointly shape the region's growth trajectory.
The 2025 Global Innovation Index shows that several ASEAN countries have risen significantly in the rankings, with Singapore firmly in the top five, the Philippines entering the top fifty for the first time, and Vietnam and Indonesia continuing to climb. This reflects ASEAN's transformation from a low-cost manufacturing base to an innovation-driven knowledge economy. Based on the latest WIPO data, this article analyzes ASEAN's innovation landscape and new trends in regional economic integration.
HKTDC survey shows that 91% of mainland Chinese enterprises plan to expand into ASEAN, with Malaysia becoming a focus. This article analyzes Malaysia's industrial upgrading, Hong Kong's role as a platform, and trends in regional supply chain restructuring.
Analyzing the new phase of manufacturing relocation in ASEAN: Enterprises need to shift from a single-market mindset to regional coordination, in response to the increasingly divergent regulatory environment and competitive landscape.
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.
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.
QUAD’s latest focus on Fiji, submarine cables, critical minerals, and port construction is, on the surface, an Indo-Pacific security issue, but in reality it is also reshaping the competitive landscape around ASEAN in logistics, energy, data, and supply chains.
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.