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Supply Chain Asia

From Cost Advantage to Strategic Pivot: How Vietnam Became the New Hub of Asian Supply Chain Restructuring

Geopolitical shifts and evolving cost dynamics are reshaping Asia's production networks, with Vietnam emerging as a key destination in the strategic relocation of supply chains, thanks to its multiple advantages. This article provides an in-depth analysis of the logic behind Vietnam's rise as a hub and its long-term implications for the regional industrial ecosystem.

Marcus Sterling6 min read
Asia Markets

Asia's construction industry sees a two-speed recovery: China slows down, while South Asia and Southeast Asia take over as growth engines.

The global construction market is seeing a modest recovery in 2026, but growth momentum is shifting from China to South and Southeast Asia. GlobalData's latest forecast shows that excluding China, global construction output will grow by 3.1%, while China's own long-term real estate adjustment is reshaping the regional landscape of Asia's construction industry.

Marcus Sterling5 min read
Policy & Trade

Celebrating Achievements, Confronting Challenges: The Regional Business Logic of the ASEAN Economic Community in the Next Decade

As the ASEAN Economic Community marks its tenth anniversary, regional integration has achieved historic milestones while also confronting new challenges posed by geopolitics, supply chain restructuring, and uneven development. This article examines the AEC's past, present, and future from an Asian business perspective, offering deep insights for regional corporate strategy.

Sarah Tan3 min read
Corporate Signals

Asia's New Reality: Why Global Enterprises Must Restructure Their Operating Models

BCG argues that global enterprises need a new operating model. Amid the restructuring of Asian supply chains, the rise of the digital economy, and geopolitical shifts, how can enterprises shift from prioritizing efficiency to prioritizing resilience? This article interprets the underlying logic of this transformation from an Asian perspective.

Li Wei4 min read
Policy & Trade

Regional trade agreements become a buffer for Asia against Trump's tariffs.

Under Trump tariff pressure, RCEP and CPTPP are providing a buffer for Asian exporting countries through gradual tariff reductions, but the distribution of benefits is uneven. Starting from the case of Vietnam's seafood exports, this article examines how the two major agreements are reshaping regional supply chains and trade patterns.

Marcus Sterling5 min read
Corporate Signals

Global Enterprises Urgently Need to Reshape Operating Models: Strategic Evolution Under Asian Supply Chain Restructuring

Against the backdrop of global supply chain restructuring, digital transformation, and geo-economic fragmentation, BCG's 2025 report *Global Businesses Need a New Operating Model* sounds an alarm for multinational enterprises. This article examines the logic behind the failure of traditional operating models from an Asian perspective and explores how the new regional economic landscape centered on China, ASEAN, and India will compel companies to build entirely new operating paradigms.

Li Wei4 min read
Executive Brief

Five Major Global Business Trends Reshaping Asia: From Supply Chain Restructuring to the AI Race

Based on the latest Euromonitor research, this article interprets five major global business trends from an Asian perspective: protectionism and supply chain restructuring, workforce transformation, the race for innovation investment, emerging market leaps, and the AI technology revolution, while analyzing their profound impact on regional industrial patterns and long-term competitiveness.

Amira Rozali6 min read
Supply Chain Asia

ASEAN Battery Industry Shifts from Resource Export to Manufacturing: Regional Industrialization Path and New Global Competition Landscape

ASEAN is transitioning from a raw material exporter to a battery manufacturing hub, and the 2026 ASEAN Battery Technology Conference marks the implementation of the regional industrialization strategy. This article analyzes how technical challenges, supply chain restructuring, and safety standards are reshaping the landscape of Asia's new energy industry.

Haruto Sato4 min read
Corporate Signals

Japan's $158 billion M&A wave shifts: from China to ASEAN and the United States

Japanese companies' cross-border mergers and acquisitions are accelerating their shift from China to North America and ASEAN, with $158 billion in capital being redeployed, reflecting the deep changes in the restructuring of Asian supply chains and the geopolitical economic landscape.

Marcus Sterling2 min read
Asia Markets

The bustle of Kuala Lumpur’s hangar reflects the restructuring of Asia’s business aviation maintenance chain

ExecuJet’s rising workload at its new Kuala Lumpur facility may appear on the surface to be simply an improvement in a single company’s capacity utilization, but behind it lies a reflection of the expansion of Asia’s business aviation fleet, the repatriation of maintenance demand within the region, and the long-term shift toward localized delivery of high-net-worth travel and corporate aviation services.

Sarah Tan4 min read
Asia Markets

Behind the rebound in ASEAN manufacturing: domestic demand recovery and weak external demand are proceeding in parallel, while supply chain restructuring continues

ASEAN manufacturing PMI returned to an upward trend in May, indicating improvements in new orders and output within the region, but exports continued to decline and price pressures remained, suggesting that the recovery in ASEAN manufacturing depends more on domestic demand and local inventory replenishment than on a broad rebound in external demand.

Haruto Sato7 min read
Policy & Trade

Three signals released by APEC: Sino-US trade differences remain unresolved, and Asia’s supply chains are entering an era of “low tariffs but high friction”

The APEC Ministerial Meeting on Trade once again showed that China and the United States still have differing priorities on trade, rules, and the digital economy. For Asia, this means that trade friction has not disappeared; it has simply shifted from the surface of tariffs to a deeper contest over supply chains, digital rules, and industrial competition.

Sarah Tan7 min read