Our Insights

Will Chinese tourists ever return to Thailand's beaches in pre-pandemic numbers? Hoteliers and airlines are hopeful that they stand to benefit from diverted tourism after the recent dispute between Beijing and Tokyo curbed Chinese travel to Japan.

When considering the financial sector, there's the developed, global financial hub of Singapore and then there's the rest of ASEAN. The city-state dominates sectors including wealth management; local champion DBS Bank is Southeast Asia’s largest lender by assets.

Despite the threat posed to its export model by Donald Trump’s tariffs, Vietnam’s wage growth has outperformed Southeast Asian peers for six straight quarters.

Vietnam's economy has posted years of strong growth, but as its consumers get richer, we can see a disconnect with auto sales: growth began levelling off before the pandemic and has been slowing slightly of late – even before Donald Trump's trade policies started threatening the nation's export model.

Pemex is Mexico's biggest enterprise. As such, the state-owned oil giant can have an outsized impact on the nation's economy, and its operational data can provide an early signal of how other Mexican businesses are performing.