Some 83% of Philippine CEOs are confident about their industry’s prospects over the next 12 months, unchanged from last year. In the same survey, 93% cite regulatory uncertainty and climate change as concerns, 92% cite geopolitical conflict and 84% cite supply-chain constraints. Confidence and risk complexity are no longer opposites. They are describing the same economy.
Philippine Business Enters an Era of Converging Risks
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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