June 22nd, 2023 by

The first year of President Marcos has been one bracketed by an impressive electoral victory and a continuing high approval rating that has hovered between the mid-60s and mid-70s. In between, the economy has experienced

Whether it is decoupling or derisking, there are big implications for asia

June 21st, 2023 by

It was nice to see US Secretary of State Blinken visit Beijing and hold substantive talks with President Xi Jinping and other top leaders in China. But, relations between the two have deteriorated so badly

Supply chain reconfiguration set to accelerate, benefitting se asia

June 7th, 2023 by

Over the last three decades of rapid globalisation, global corporations created new supply chains by breaking down production processes and allocating slices of production to locations which could produce them most efficiently. This helped to

Is geo-political turbulence really so bad for our region?

May 24th, 2023 by

One of the defining developments of our time is the increasingly fractious relationship between the US and China. No one should under-estimate the dangers posed by two nuclear-armed big powers pushing and shoving against each

No, the dollar’s dominance is not ending anytime soon

May 10th, 2023 by

There has been much excitable talk recently about the demise of the US Dollar as the dominant global reserve currency. A rising China is challenging the hegemonic power of the United States in so many