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SEA Weekly - Episode 15: Why ASEAN Capital Flows are Rotating Toward Selective Growth Stories
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…
SEA Weekly - Episode 14: The Balance Sheet Is the Story
May 31, 2026Indonesia 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…
SEA Weekly - Episode 13: The Cost-of-Carry Premium
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…
SEA Weekly Episode 12: Capital Without Capture
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…
SEA Weekly Episode 11: The Corridor and the Cap
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…
SEA Weekly - Episode 10: The 8% Decree — When the State Becomes Your Platform's Largest Stakeholder
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…
SEA Weekly - Episode 9: Infrastructure Was 'Done'. The BIS Sent a Memo.
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…
SEA Weekly #08: When Energy Gets Expensive, Payment Friction Gets Political
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…
SEA Weekly: The AI Agent Arrives at the Checkout
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…
SEA Weekly: After Liberation Day — What Southeast Asia Built Instead
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…
SEA Weekly: Clearing the Field — Vietnam's Crypto Arrests, Grab's Governance Win, and the Stablecoin Layer Taking Shape
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…
SEA Weekly: The New Plumbing — When Southeast Asia's Digital Finance Rewired Its Rails
Thunes embeds stablecoins into Swift, Vietnam shortlists its first five licensed crypto exchanges, HSBC plans 20,000 AI-driven cuts, and DBS has a one-hour outage — all in the same week. Follow me…
SEA Weekly: Consolidation and Control — Southeast Asia's Digital Finance Enters a New Phase
Kredivo's acquisition of Vietnam's Timo, an IMF report crowning Thailand as ASEAN's digital payment leader, and Grab's voting rights restructure all point to the same underlying shift: Southeast…
SEA Weekly: Architecture Meets Accountability — Southeast Asia's Digital Economy Writes Its Own Rules
Vietnam's landmark AI law, a pivotal fintech industry report, and a major investment summit all converged this week to signal that Southeast Asia's digital economy is no longer just building — it's…
SEA Weekly: From Apps to Architecture — Southeast Asia's Digital Finance Grows Up
DBS-Visa AI agent payments, the Philippines' dual IPO race, and Indonesia's new digital innovation hub all point to the same quiet shift: Southeast Asia is building financial infrastructure, not just…
Frequently Asked Questions
SEA Weekly has published 15 episodes since March 2026, covering topics in Business.
SEA Weekly is currently highly active with new episodes weekly. Average episode length is 16m.
