SEA Weekly - Episode 14: The Balance Sheet Is the Story
May 31, 2026Indonesia intervened to support the rupiah, Thailand posted a US$7.6 billion current-account deficit for April, and Singapore commodity traders described active rerouting decisions driven by Middle East disruptions — all in the same 48-hour window. Meanwhile, Vietnam expanded its industrial park network to 26 sites, entered the global top 10 for steel production, and secured Gulf energy investment on technology-transfer terms. Emily Chen hosts Miguel Santos and Chloe Tan for a three-voice episode on the week's central insight: growth is the headline, but balance-sheet depth is the…
The skinny
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