Thailand’s auto sector is shrinking while EV investment is rising. The investors reading that as a simple recovery story are missing the harder question: who captures the value, and what gets displaced in the transition?
Thailand’s EV Bet Is Replacing One Factory with Another
When oil hit USD 100, Southeast Asia’s CFOs were already managing three simultaneous capital pressures: a structural shift to all-cash M&A, accelerating portfolio disposals and an AI investment pipeline blocked not by money but by talent. The Hormuz shock didn’t create the squeeze. It exposed it.
Malaysia capitalises on AI chip upcycle, Thailand maintains GDP outlook amid SME headwinds, EU–Indonesia trade talks advance despite hurdles, Philippines courts Greater Bay Area investors, and Indonesia-Singapore ink nuclear safety cooperation.
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