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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
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
Cross-Border Trade

From trader to value chain integrator: Xiamen International Trade's ASEAN supply chain upgrade path

At the third Global Expansion Summit, Xiamen ITG proposed a transformation path from global trader to value chain integrator. Its practices in Indonesia, Vietnam, and Singapore demonstrate how Chinese supply chain enterprises deeply embed themselves into the ASEAN industrial ecosystem, driving the restructuring and upgrading of regional supply chains.

Carlos Mendoza4 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
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
ASEAN Briefing

Behind ACLEDA’s “Real-Time Voice Reminder”: Cambodia’s digital banking upgrade is reshaping the last mile of financial services in ASEAN

ACLEDA’s introduction of real-time voice notifications in its super app may seem like just a product update, but it actually reflects a new competitive direction in the ASEAN market for digital finance, inclusive banking services, and mobile user experience. For Cambodia, the significance of such a feature lies not only in improving notification efficiency, but also in driving digital banking to penetrate retail customer and SME scenarios more deeply, while providing a new case study for regional fintech competition.

Somsak Phumin7 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