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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: INFRASTRUCTURE
Thailand's political dynamics and their impact on the Eastern Economic Corridor (EEC) development
September 3, 2024
Thailand’s political parties agree that significant development is required to capture the historic investment flowing into Southeast Asia but power struggles over the specific industries and geographies left the path forward unclear.
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Southeast Asian Leaders Unveil Ambitious Policies at 2024 Nikkei Forum
June 11, 2024
At the Nikkei Forum, Southeast Asian leaders shared insights on upcoming policy initiatives. Vietnam is prioritizing infrastructure and energy improvements. Malaysia aims to advance in the semiconductor value chain.
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United States: IRA Faces Headwinds on Energy Transition
May 30, 2024
The IRA, in tandem with tightening restrictions on clean energy technologies sourced from China, has the potential shift the green technology value chain.
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