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 airline fuel squeeze and tariff repricing, Vietnam's export acceleration with foreign-enterprise concentration, and Southeast Asia's highly concentrated Q1 venture funding all indicate the same shift. Emily Chen hosts Miguel Santos and Chloe Tan for a three-voice discussion on the new cost-of-carry premium and why resilience now depends on underwriting quality, energy throughput, governance…
The skinny
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