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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

What the U.S. reciprocal tariff push means for South Asia
May 15, 2025
Reciprocal tariffs threaten South Asia’s critical labor-intensive exports to the U.S. by eroding cost advantages and deterring investment, prompting affected countries to negotiate concessions that carry significant economic and political risks.
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What lies ahead for Indonesia’s manufacturing sector?
November 5, 2024
Indonesia's new president, Prabowo Subianto, faces the challenge of revitalizing the manufacturing sector amid regulatory hurdles and labor issues, with the potential for growth hinging on effective implementation of the 2020 Job Creation Law.
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Southeast Asia Attracts Investment but Faces Capacity Crunch
April 18, 2024
One of the ways that SEA-5 nations seek to address existing labor shortages challenges is by increasing productivity. The successful execution of this strategy will be crucial for sustaining their competitiveness in the global market.
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