SEAWeekly - Ep 30: Capital Access, Supplier Discipline, and ASEAN's Uneven September Economy
Miguel Santos joins Emily Chen for a week-three decision memo on what late September is actually rewarding across ASEAN. Most of the episode stays with the Saturday SEA Weekly thesis that capital access is now the filter for execution, then briefly steps out to the week's artificial intelligence brief and Sapa feature as side notes rather than extra proof for the main argument.Full transcript and links are available at https://seaweekly.com/podcasts/southeast-asia-weekly/2026-09-20-capital-access-supplier-discipline-uneven-september-economy/
The skinny
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