The Iran War’s Second Shock
The question after Iran’s war resumed is no longer whether Southeast Asia can absorb another shock. It is whether boards are still pricing decisions on assumptions the war already broke.
The question after Iran’s war resumed is no longer whether Southeast Asia can absorb another shock. It is whether boards are still pricing decisions on assumptions the war already broke.
The Iran War’s Second Shock

Southeast Asia’s EV story is often told as if the region were building its own future. The capital stack tells a harsher truth: much of the transition is being financed, controlled or backstopped by foreign platforms, with domestic investors and states taking uneven slices of risk and reward.
China-Southeast Asia forum targets AI and pharma growth, Indonesia–Singapore affirm Malacca Strait openness, Maybank Invest ASEAN draws $23 trillion in investor assets with Vietnam leading, Thailand approves $1.99 billion in AI and advanced electronics projects, Indonesia's Danantara breaks ground on Bali waste-to-energy facility.