SEA Weekly: Episode 18: Who Is Winning ASEAN Growth Repricing as H2 Strategies Lock In?
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 billion company on the back of AI data centre infrastructure; Indonesia's MSCI "remains under evaluation" verdict put a November deadline on governance reforms and a potential US$13 billion forced outflow on the table; Singapore compounded further still with the MAS Future of Finance Institute and Airwallex's Series H. Then Friday closed with US strikes on Iranian targets in the…
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