SEA Weekly - Episode 19: How ASEAN Supply Chain Repricing Is Reshaping Q3 Trade and Cost Expectations
ASEAN supply chains are entering Q3 with freight at a 22-month high and still accelerating — but the damage will show up in corporate margins and balance sheets weeks before export volumes confirm it. Miguel Santos joins Emily Chen to work through the week's five articles: why the absorb-not-cancel dynamic makes trade data an unreliable early indicator, why Indonesia's manufacturing contraction is structurally distinct from a regional demand slowdown, and why Vietnam's import surge is more constructive than it…
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