Asia in Focus

Indonesia built Danantara to fix its governance credibility problem. The MSCI crisis has revealed the paradox: the fund's borrowing capacity...

While markets fixate on Indonesia's MSCI deadline, two compounding crises are running simultaneously - a budget haemorrhaging IDR 6.7 trillion...

On 27 January 2026, MSCI gave Indonesia four months to fix its markets or face demotion. Regulators moved fast. A...

Microsoft is building Thailand's AI infrastructure. The government needs 1.087 million high-skilled professionals by 2029. The programmes exist. The timeline...

On 31 March 2026, Microsoft committed USD 1 billion to Thailand's AI infrastructure. The next morning, Thailand's leading business body...

ASEAN markets shed USD 216.9 billion as Hormuz closure exposes chronic oil shortages, Philippines transport workers strike over fuel prices,...

Southeast Asia's corporate disposal cycle was already building before oil hit USD 100. The Hormuz shock has added a new...

When oil hit USD 100, Southeast Asia's CFOs were already managing three simultaneous capital pressures: a structural shift to all-cash...

The Strait of Hormuz was not closed by missiles alone. It was closed by the withdrawal of a piece of...

Brent crude above USD100. The Strait of Hormuz effectively closed. For institutional investors with ASEAN exposure, this is not a...