Indonesia built Danantara to fix its governance credibility problem. The MSCI crisis has revealed the paradox: the fund's borrowing capacity...
Read moreDetailsIndonesia built Danantara to fix its governance credibility problem. The MSCI crisis has revealed the paradox: the fund's borrowing capacity...
Read moreDetailsWhile markets fixate on Indonesia's MSCI deadline, two compounding crises are running simultaneously - a budget haemorrhaging IDR 6.7 trillion...
Read moreDetailsOn 27 January 2026, MSCI gave Indonesia four months to fix its markets or face demotion. Regulators moved fast. A...
Read moreDetailsSoutheast Asia's corporate disposal cycle was already building before oil hit USD 100. The Hormuz shock has added a new...
Read moreDetailsWhen oil hit USD 100, Southeast Asia's CFOs were already managing three simultaneous capital pressures: a structural shift to all-cash...
Read moreDetailsThe Strait of Hormuz was not closed by missiles alone. It was closed by the withdrawal of a piece of...
Read moreDetailsBrent crude above USD100. The Strait of Hormuz effectively closed. For institutional investors with ASEAN exposure, this is not a...
Read moreDetailsThree oil price scenarios. Five ASEAN markets. Four operational variables. For CFOs and CROs managing multi-country portfolios, the Hormuz closure...
Read moreDetailsVietnam's long-awaited FTSE upgrade to Emerging Market status takes effect September 2026, triggering mandatory inflows of up to US$ 6...
Read moreDetailsThailand approved three digital banking licenses in June 2025, targeting the nation's substantial underbanked population. We examine how these digital-only...
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