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The first real stretch of the ASEAN power grid is emerging not from regional planning but from two uncoordinated bilateral tracks converging on Singapore's demand.
Southeast Asian factories become the gateway to the EU — for those who make, not just assemble.
Thailand's FastPass doesn't cut tax — it cuts approval time 20–50% across eight agencies. The edge is speed, and it accrues to strategic-lane projects.
Indonesia raised its 2026 nickel ore quota months after cutting it. The signal is not the level — it is how readily the policy floor moves.
China's critical-mineral export controls have widened since April 2025 — now consolidated under one security law and reaching China-origin goods abroad.
The corporate tax holiday that built Southeast Asian industrialisation is being retired under the global minimum tax — but the real investment case never rested on it.
The ringgit hit a seven-month low near 4.10/US$ as the dollar firmed, yet is down only ~2% YTD — dollar-driven volatility, not deterioration.
The Johor-Singapore corridor is open to some Chinese companies and effectively closed to others. Order 837 decides which is which.
China's first comprehensive outbound-investment framework supervises deals across their whole life, not just at entry. Three Southeast Asia investment types align with its grain.
Indonesia's 100% FX-retention rules treat exporters differently by trade-agreement status — and China has no Phase-1 pathway to the lighter bilateral terms.
Indonesia is making state enterprises the sole export intermediary for its five largest commodities — restructuring how USD 27–28bn of annual Chinese purchases are negotiated.
The Beijing summit produced managed competition, not a reset. For Chinese capital in Southeast Asia, a system that accommodates non-alignment is enough to keep building.
A Politburo resolution naming the private sector the economy's most important force carries a durability no FDI figure does — and from 2026 it is codified in law.
Indonesia's B50 biodiesel mandate diverts 3.5m tonnes of CPO from export — a structural supply shift, not a price spike, with no thicker pool of alternative suppliers.
Malaysia is quietly rejecting non-AI data-centre applications. The clearest-looking market is often where the window has already closed.