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Hosted by Unknown Host · 🇺🇸 US · EN · 19 episodes
Established thought leaders with verified media credentials.
**SEA Weekly** brings you an audio version of the SEA Weekly newsletter by Chloe Tan and Miguel Santos, analyzing the major events and developments reshaping Southeast Asia's digital economy and industrial landscape each week. Rather than surface-level recaps, these episodes dig into the underlying patterns: the infrastructure being built beneath consumer apps, the supply chains powering regional manufacturing, the regulatory frameworks governments are writing, and the flows of capital and FDI reshaping Southeast Asia.Read the series at https://expertlinked.in/tags/southeast-asia/
Unknown Host hosts SEA Weekly, a business show with 19 episodes published.
ASEAN corridor competition in the third quarter is no longer being priced by nominal cheapness alone. Miguel Santos joins Emily Chen to explain why buyers are now paying for recovery time, predictable delivered cost, sel
The Drewry World Container Index at four thousand six hundred and thirty-nine dollars is not just a supply-chain headline — it is a financial stress test sorting ASEAN economies by their logistics absorption capacity. Ch
ASEAN supply chains are entering Q3 with freight at a 22-month high and still accelerating — but the damage will show up in corporate margins and balance sheets weeks before export volumes confirm it. Miguel Santos joins
ASEAN supply chains are entering Q3 with freight at a 22-month high and still accelerating — but the damage will show up in corporate margins and balance sheets weeks before export volumes confirm it. Miguel Santos joins
Three simultaneous repricing events settled ASEAN's H2 capital map this week. Chloe Tan joins Emily Chen to work through what the market was actually saying: Thailand's Delta Electronics became ASEAN's first US$100 billi
Three simultaneous repricing events settled ASEAN's H2 capital map this week. Chloe Tan joins Emily Chen to work through what the market was actually saying: Thailand's Delta Electronics became ASEAN's first US$100 billi
**June 21, 2026** The ASEAN capital allocation question in H2 2026 isn't which markets are growing — it's which markets have built the fintech-industry integration that lets institutional money deploy, monitor, and exit
**June 21, 2026** The ASEAN capital allocation question in H2 2026 isn't which markets are growing — it's which markets have built the fintech-industry integration that lets institutional money deploy, monitor, and exit
**June 14, 2026** The best supply chain news ASEAN frontier markets have had all year landed on Friday night — a US-Iran peace deal that could unwind the Strait of Hormuz risk premium. But Miguel Santos argues the peace
ASEAN has not run out of capital, but it has run out of patience for undifferentiated stories. This week, Singapore posted 6% YoY growth driven by AI-linked manufacturing, while Vietnam's manufacturing PMI rebounded to 5
May 31, 2026 Indonesia intervened to support the rupiah, Thailand posted a US$7.6 billion current-account deficit for April, and Singapore commodity traders described active rerouting decisions driven by Middle East disr
Southeast Asia's headline growth data still looks strong, but this week's operating evidence points to a tougher regional constraint: who can finance volatility without pausing investment. Thailand's airline fuel squeeze
Vietnam's US$18.7 billion FDI surge, Thailand's first licensed virtual bank, and the Philippines' emergency energy intervention all point to the same harder regional problem: Southeast Asia can attract capital faster tha
Indonesia's 8% ride-hailing commission cap, one week on, has produced a governance picture most coverage missed: Danantara's shareholding in Gojek is confirmed, golden-share language remains active in Grab-GoTo merger ta
Indonesia capped ride-hailing commissions at 8% on May Day — a 60% drop in platform revenue per trip — while sovereign wealth fund Danantara simultaneously holds stakes in the companies bearing the shock. The state that
Bangkok declared the infrastructure era over at Money20/20 Asia. The BIS published a stablecoin warning the day before the conference opened, questioning whether the dollar-denominated rails beneath that infrastructure c
Crude oil crossed a hundred dollars a barrel, the IMF cut growth forecasts for Asia's emerging economies, and Southeast Asia's governments reached for subsidy levers. The real story wasn't in the macro headlines — it was
Mastercard just launched authenticated AI-agent payments in Singapore and Malaysia. Vietnam's MoMo — 30 million users, profitable, five years old since its last big raise — is seeking investors at roughly the same valuat
One year after Liberation Day tariffs hit Vietnam at 46% and Cambodia at 49%, the region's real response wasn't in the factories — it was in the fintech stack. Follow me for weekly update on Southeast Asia Chloe's articl
Vietnam arrests the ONUS team the same week it advances its crypto licensing framework; Grab posts a $400M buyback the day after its governance EGM; and Singapore's stablecoin settlement layer gets built from three direc
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SEA Weekly is hosted by Unknown Host. The show is categorised under business and has published 19 episodes.
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