Our Insights

As companies like BYD roll out inexpensive cars, China has become the epicenter of the global electric-vehicle market. In the third quarter alone, a staggering 4.2 million EVs were added to the nation’s roads. That’s almost 10 times the equivalent number for the US.

Critics call exports of non-biodegradable material "waste colonialism." ASEAN nations are a prominent international destination for scrap plastic, even as European countries raise their environmental standards and China restricts this trade.

G7 central banks are well into their loosening cycle to stimulate the economy – but 10- and 30-year government bond yields aren't following suit, as our chart shows. The synchronized repricing of risk shows how investors are demanding a steeper premium to fund deepening deficits.

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.