Business
-
How the Iran War is Revealing Southeast Asia’s Energy Vulnerabilities: Singapore and Cambodia
The recent escalation of the conflict in Iran has sent shockwaves throughout global energy markets, but few regions have felt the structural impacts more intensely than Southeast Asia. Following the closure of the Strait of Hormuz, Singapore and Cambodia have been especially affected. Energy vulnerabilities revealed in these countries, one…
-
Asia’s Energy Bill for America’s War
The United States and Israel’s war on Iran and the subsequent closure of the Strait of Hormuz has exposed a multitude of critical vulnerabilities in Asia’s energy infrastructure. Japan and South Korea, which import over 70% of their crude oil from the Middle East, have been hit by significant market…
-
The Panama Canal Debacle
Every year, over 6% of global maritime freight, and 40% of US container traffic finds itself in a narrow Panamanian shipping waterway that splits the Americas into two. This small but ultimately essential shipping route – after a relative period of peace – finds itself in the center of messy…
-
China’s Japan Moment: Why Beijing’s Next Few Years Could Decide a “Lost Decade”
In the late 1980s, Japan’s rise felt inevitable with the second-largest economy in the world. The country had in the past decades transformed into a manufacturing powerhouse, with its share of world trade increasing to nearly 10%. Then, the story flipped, as a currency shock collided with an asset bubble…
-
Malaysia in the Middle of the AI Stack: How Capital Flows are Reshaping Supply Chains
While all eyes in the AI boom are centered on innovation and competition between American and Chinese firms, capital is quietly flowing into the infrastructure that underpins this long-term growth trajectory. Malaysia’s growing role as a key player in the middle of the AI stack, with its environment conducive to…
Sino-Southeast Initiative 