The Great Bifurcation named grid hardening as the one opportunity that survives once generation is built out. This is the...
Read moreDetailsThe Great Bifurcation named grid hardening as the one opportunity that survives once generation is built out. This is the...
Read moreDetailsThe Great Bifurcation showed that risk in growth-market Asia has moved from contract security to execution. This is the checklist:...
Read moreDetailsAsia's energy capital story just split in two. Mature markets like Japan and Korea now send 92% of investment to...
Read moreDetailsThe Philippines is gaining geopolitical relevance in semiconductor and supply-chain discussions. But the harder question is whether the country can...
Read moreDetailsMalaysia has become one of Southeast Asia’s leading destinations for high-spec digital investment. But the buildout of data centres, AI...
Read moreDetailsSoutheast Asia’s investment boom is masking a growing divide. The markets attracting the largest volumes of foreign capital are not...
Read moreDetailsIndonesia's free meals programme caused mass food poisonings, triggered a corruption raid on its own agency and consumed 44% of...
Read moreDetailsA formal Indonesian downgrade does not hit all investors simultaneously or through the same mechanism. Government bonds, IDX equity, private...
Read moreDetailsIndonesia's rupiah is at a record low. Its stock market is the world's worst performer in 2026. Credit default swaps...
Read moreDetailsIndonesia realised IDR 1,931.2 trillion in investment in 2025 - 101.3% of target, up 12.7% year-on-year. The commitment-to-disbursement gap remains...
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