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 manufacturing PMI rebounded to 52.8. At the same time, Thailand recorded a US$7.6 billion current-account deficit and Indonesia intervened to defend the rupiah. Emily Chen hosts Chloe Tan and Miguel Santos for a deep dive into the "volatility-carry" capacity: why investors are now rewarding markets and sectors that can convert capital into throughput while absorbing macro shocks, and why the "ASEAN recovery"…
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