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Cross-Border Trade

Two-Track Narrative of Middle East and South America Economies: Insights from UAE-Argentina Deepened Cooperation on the ASEAN Regional Economic Landscape

In-depth analysis of new trends in cooperation between the UAE and Argentina in trade, investment, and tourism, and an exploration of the long-term impact of such bilateral economic agreements on ASEAN regional economic integration, supply chain diversification, and cross-border capital flows.

Nguyen Van Duc2 min read
ASEAN Briefing

Vietnam Manufacturing Recovery and Regional Supply Chain Reshaping under the 'China+1' Strategy: Analysis of the ASEAN Manufacturing Growth Engine

In-depth analysis of the strong recovery of Vietnam's manufacturing PMI and its profound impact on the ASEAN regional supply chain. Discuss how Vietnam can reshape its position in global manufacturing under the 'China+1' strategy through labor cost advantages and policy tilts, and examine the synergy potential of the ASEAN Economic Community in industrial chain upgrading.

Sarah Lim3 min read
ASEAN Briefing

SMM Visits Myanmar Steel Industry: Opportunities and Trends for Collaborative Upgrading of the ASEAN Non-Ferrous Metal Industry

In-depth analysis of the significance of Shanghai Metal Market (SMM)'s visit to Malaysia for joint promotion of the Myanmar steel industry. Discuss how, driven by regional steel demand, cross-border cooperation, information sharing, and platform building can reshape the collaborative development pattern of the ASEAN non-ferrous metal industry chain.

Sarah Lim1 min read
Cross-Border Trade

Deepening Economic Cooperation in the China-Vietnam Red River Basin: Reshaping Regional Supply Chains and Cross-Border Logistics Landscape

In-depth analysis of the deepening economic cooperation between Vietnam and China in the Red River Basin, exploring how to build a more resilient regional supply chain ecosystem through infrastructure connectivity, digital trade, and the RCEP framework, and providing lessons for ASEAN regional integration.

Budi Santoso3 min read
ASEAN Briefing

ASEAN in the Wave of Artificial Intelligence: Opportunities, Energy Challenges, and the Redefinition of Regional Cooperation

In-depth analysis of ASEAN's opportunities and challenges in the wave of artificial intelligence. This article explores how ASEAN can respond to global technological change, reshape regional industrial chains and economic landscape, from the perspectives of AI technology adoption, energy structure transformation, and regional cooperation.

Nguyen Van Duc3 min read
ASEAN Briefing

Global Economic Outlook 2026: Risks and Opportunities Under Policy Shifts

Based on Deloitte research, analyze the macro trends of the global economy in 2026, including geopolitical impacts, technological competition, and economic recovery paths in specific regions, to provide insights for policymakers and investors.

Budi Santoso4 min read
ASEAN Briefing

The Deep Logic of Vietnam's Manufacturing Recovery: Regional Supply Chain Reshaping and ASEAN's Transformation Opportunities under the 'China + 1' Wave

Based on data from the first half of 2026, deeply analyze the driving forces behind the recovery of Vietnam's manufacturing sector, examine the structural adjustments of regional supply chains through the 'China+1' strategy, and explore ASEAN's long-term strategic layout in industrial division of labor and industrial chain upgrading.

Budi Santoso4 min read
Regional Outlook

Regional Resilience Under Cambodia's Economic Transformation: The Logic of Regional Coordination from Trade Risk to Industrial Upgrading

In-depth analysis of Cambodia's economic trajectory under the current geopolitical and trade uncertainties, exploring how it can reshape the resilience and collaborative development landscape within ASEAN by deepening regional economic integration, attracting foreign investment, and promoting industrial structural upgrading.

Sarah Lim3 min read
ASEAN Briefing

2026 Global Economic Outlook: Deep Logic of Policy Adjustments, Technological Competition, and Regional Supply Chain Reshaping

In-depth analysis of Deloitte's forecast for the global economy in 2026, revealing the complex evolving trends of the global economy through trade policies under geopolitical influence, competition at the forefront of technologies such as artificial intelligence, and the economic transformation paths adopted by countries to address structural challenges.

Carlos Mendoza2 min read
Infrastructure Watch

The ASEAN Coordinates of Overseas Industrial Parks: How China’s Outbound Production Capacity Relocation Re-stratifies Regional Supply Chains

Among the 194 Chinese overseas industrial park projects tracked by the Council on Foreign Relations, Southeast Asia ranks second only to sub-Saharan Africa in the number of active projects. This distribution reveals not merely the scale of investment, but the way ASEAN is being repositioned in the global reorganization of production capacity.

Nguyen Van Duc7 min read
Manufacturing Hub

ASEAN in the Cracks: How China’s Production Capacity Spillover and Global “De-risking” Are Reshaping the Regional Industrial Landscape

China's industrial overcapacity is spilling over into Southeast Asia, and ASEAN is simultaneously bearing surging imports, pressure on local industries, and “de-risking” pressure from advanced economies. From the perspectives of regional division of labor, trade flows, and institutional tools, this article analyzes ASEAN's dual balancing dilemma and the direction of long-term industrial realignment.

Nguyen Van Duc8 min read
ASEAN Briefing

From Multilateral Friction to Regional Rebalancing: ASEAN’s Strategic Coordinates Amid the 2026 Global Economic Shifts

Against the backdrop of rising global trade barriers, supply chain restructuring, and intensifying technological competition, ASEAN is standing at a critical juncture in regional economic integration and industrial upgrading. Based on the core judgments of Deloitte's 2026 Global Economic Outlook, this article analyzes, from the ASEAN regional perspective, how policy shifts affect Southeast Asia's trade flows, investment logic, and industrial division of labor.

Nguyen Van Duc6 min read
Manufacturing Hub

Caught between China’s export flood and global de-risking: ASEAN’s rebalancing moment

China's industrial capacity spillover is pushing ASEAN toward a new strategic crossroads: in 2024, China's exports to ASEAN grew by 12%, while ASEAN's exports to China increased by only 2%, and its trade deficit with China has exceeded US$190 billion. Based on a research report by the Asia Society Policy Institute, this article analyzes the dual balancing dilemma facing ASEAN from three dimensions: regional industrial division of labor, supply chain restructuring, and institutional tools.

Somsak Phumin7 min read