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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