Foreign investors made net purchases of USD 23.0 billion of emerging East Asian bonds in three months; the ASEAN markets tracked received USD 0.05 billion. Portfolio integration still lags trade. The constraint is plumbing, not size.
Asia Integrated Its Factories, Not Its Portfolios
Southeast Asia’s largest planned AI Factory, a sovereign wealth fund doubling down on data centres and CoreWeave’s first Asia-Pacific facility all point to Indonesia. The open question is whether talent, power and regulation can develop on the same timeline as the capital.
Vietnam's registered FDI jumps 58% to $38.1 billion, Indonesia and the EU target Q4 signing for their long-delayed trade pact, Thailand and Myanmar commit to a $12 billion trade target, Malaysia's minister pushes local participation in the semiconductor supply chain, and Toyota and Nissan resume Japan production as Honda's shutdown exposes regional auto risk.
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