SEAWeekly - Episode 20: Why ASEAN Logistics and Freight Signals Are Emerging as the New Leading Indicators for H2 Growth
The Drewry World Container Index at four thousand six hundred and thirty-nine dollars is not just a supply-chain headline — it is a financial stress test sorting ASEAN economies by their logistics absorption capacity. Chloe Tan joins Emily Chen to explain why the differential response to the same freight shock is the H2 growth map, why Cambodia's garment order-book damage is already done before any GDP data notices, and why Singapore's DBS significant risk transfer is pre-positioning for exactly the Q3 trade finance demand cycle the freight spike is generating.Full transcript and links…
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