Sectors

The Great Bifurcation named grid hardening as the one opportunity that survives once generation is built out. This is the...

The Great Bifurcation showed that risk in growth-market Asia has moved from contract security to execution. This is the checklist:...

Asia's energy capital story just split in two. Mature markets like Japan and Korea now send 92% of investment to...

In March, Vietnam's coal plants ran 44% harder to keep the lights on. That same month, its biggest conglomerate asked...

The question after Iran's war resumed is no longer whether Southeast Asia can absorb another shock. It is whether boards...

Southeast Asia’s EV transition is usually described in terms of new plants, new batteries and new export hubs. The balance...

Southeast Asia’s EV story is often told as if the region were building its own future. The capital stack tells...

Thailand’s auto sector is shrinking while EV investment is rising. The investors reading that as a simple recovery story are...

Indonesia 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...

Vietnam's manufacturing FDI hit a five-year high in 2025. The grid carrying it is funded at 40% of required capacity....