Shows / SEA Weekly
SEA Weekly
**SEA Weekly** brings you an audio version of the SEA Weekly newsletter by Chloe Tan and Miguel Santos, analyzing the major events and developments reshaping Southeast Asia's digital economy and industrial landscape each week. Rather than surface-level recaps, these episodes dig into the underlying patterns: the infrastructure being built beneath consumer apps, the supply chains powering regional manufacturing, the regulatory frameworks governments are writing, and the flows of capital and FDI…
Episodes
- SEA Weekly
SEAWeekly - Ep 33: Budget Credibility, Kota Kinabalu, and the AI Budget Signal
Emily Chen talks with Chloe Tan about why ASEAN budget season is now a credibility test at the funding line, not a competition in headline spending. Most of…
- SEA Weekly
SEAWeekly - Ep 32: Budget Trade-offs and ASEAN's October Credibility Test
Emily Chen sits down with Chloe Tan for a focused look at what October is really testing across ASEAN. The episode stays with the budget-allocation fight -…
- SEA Weekly
SEAWeekly - Ep 31: Execution Risk, the October Policy Bridge, and ASEAN''s Narrower Winner Set
Emily Chen is joined by Chloe Tan for a month-end close on what September actually rewarded across ASEAN. Most of the episode stays with credit transmission…
- SEA Weekly
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…
- SEA Weekly
SEAWeekly - Ep 29: Supplier Discipline, Trade Finance, and ASEAN's Demand-Quality Test
Chloe Tan joins Emily Chen for a week-two reset on what September demand is actually worth once trade finance, hedging, supplier discipline, and execution risk…
- SEA Weekly
SEAWeekly - Ep 28 - ASEAN's Q4 Factory Execution Test and the Cost of Trust
Miguel Santos joins Emily Chen to map the part of ASEAN's factory story that sits below the announcement layer. This episode argues that fourth-quarter…
- SEA Weekly
SEAWeekly - Ep 27: August's Service-Margin Map and the Capital Flows Ahead
Week 4 of August brought the clearest read yet on what still holds pricing power across Southeast Asia. Chloe Tan joins Emily Chen to explain why the real…
- SEA Weekly
SEAWeekly - Ep 26: Reading ASEAN's Frontier Gap Through Capital Usability
Week 3 of August showed ASEAN's smaller markets no longer being judged by momentum alone. Miguel Santos joins Emily Chen to explain why the region's real…
- SEA Weekly
SEAWeekly - EP 25: Reading ASEAN's H2 Momentum Across Rates, Wallets, and Fan Demand
Week 2 of August showed ASEAN no longer moving through one clean second-half cycle. Policy credibility, household spending, and live-event monetization are now…
- SEA Weekly
SEA Weekly - Ep 24: Reading ASEAN's H2 Risk Map Across Travel Margins, Consumer Demand, and Credit Conditions
Week 1 of August sharpened ASEAN's demand story instead of simplifying it. Travel yield is still clearing in premium lanes, but the harder read now sits…
- SEA Weekly
SEA Weekly - Ep 23: How ASEAN Demand Quality Is Moving From Freight Signals to Tourism Yield and Services Margins
July taught ASEAN how expensive movement can be. The last week of the month added a sharper lesson: freight stress is still the floor, but the cleaner upside…
- SEA Weekly
SEA Weekly - Ep 22: What's the Verdict on ASEAN Supply Chain Resilience as Q3 Trade Flows Reach Their Peak?
ASEAN's peak-quarter trade still looks busy, but Chloe Tan joins Emily Chen to explain why real resilience is now concentrated in the nodes that can price…
- SEA Weekly
SEA Weekly - Ep 21: How ASEAN Corridor Competition Is Redrawing the Q3 Supply Chain Cost Map
ASEAN corridor competition in the third quarter is no longer being priced by nominal cheapness alone. Miguel Santos joins Emily Chen to explain why buyers are…
- SEA Weekly
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…
- SEA Weekly
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…
- SEA Weekly
SEA Weekly: Episode 18: Who Is Winning ASEAN Growth Repricing as H2 Strategies Lock In?
Three simultaneous repricing events settled ASEAN's H2 capital map this week. Chloe Tan joins Emily Chen to work through what the market was actually saying…
- SEA Weekly
SEA Weekly - Episode 17: How ASEAN Fintech and Industry Signals Are Converging into New Capital Flow Bets
**June 21, 2026**The ASEAN capital allocation question in H2 2026 isn't which markets are growing — it's which markets have built the fintech-industry…
SEA WeeklySEA Weekly - Episode 16: What's Driving ASEAN Supply Chain Risk Repricing Across Frontier Markets
**June 14, 2026**The best supply chain news ASEAN frontier markets have had all year landed on Friday night — a US-Iran peace deal that could unwind the Strait…
SEA WeeklySEA 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…
- SEA Weekly
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…
SEA WeeklySEA Weekly - Episode 13: The Cost-of-Carry Premium
Southeast Asia's headline growth data still looks strong, but this week's operating evidence points to a tougher regional constraint: who can finance…
SEA WeeklySEA Weekly Episode 12: Capital Without Capture
Vietnam's US$18.7 billion FDI surge, Thailand's first licensed virtual bank, and the Philippines' emergency energy intervention all point to the same harder…
SEA WeeklySEA Weekly Episode 11: The Corridor and the Cap
Indonesia's 8% ride-hailing commission cap, one week on, has produced a governance picture most coverage missed: Danantara's shareholding in Gojek is…
SEA WeeklySEA Weekly - Episode 10: The 8% Decree — When the State Becomes Your Platform's Largest Stakeholder
Indonesia capped ride-hailing commissions at 8% on May Day — a 60% drop in platform revenue per trip — while sovereign wealth fund Danantara simultaneously…
SEA WeeklySEA Weekly - Episode 9: Infrastructure Was 'Done'. The BIS Sent a Memo.
Bangkok declared the infrastructure era over at Money20/20 Asia. The BIS published a stablecoin warning the day before the conference opened, questioning…
SEA WeeklySEA Weekly #08: When Energy Gets Expensive, Payment Friction Gets Political
Crude oil crossed a hundred dollars a barrel, the IMF cut growth forecasts for Asia's emerging economies, and Southeast Asia's governments reached for subsidy…
SEA WeeklySEA Weekly: The AI Agent Arrives at the Checkout
Mastercard just launched authenticated AI-agent payments in Singapore and Malaysia. Vietnam's MoMo — 30 million users, profitable, five years old since its…
SEA WeeklySEA Weekly: After Liberation Day — What Southeast Asia Built Instead
One year after Liberation Day tariffs hit Vietnam at 46% and Cambodia at 49%, the region's real response wasn't in the factories — it was in the fintech stack…
SEA WeeklySEA Weekly: Clearing the Field — Vietnam's Crypto Arrests, Grab's Governance Win, and the Stablecoin Layer Taking Shape
Vietnam arrests the ONUS team the same week it advances its crypto licensing framework; Grab posts a $400M buyback the day after its governance EGM; and…
SEA WeeklySEA Weekly: The New Plumbing — When Southeast Asia's Digital Finance Rewired Its Rails
Thunes embeds stablecoins into Swift, Vietnam shortlists its first five licensed crypto exchanges, HSBC plans 20,000 AI-driven cuts, and DBS has a one-hour…
SEA WeeklySEA Weekly: Consolidation and Control — Southeast Asia's Digital Finance Enters a New Phase
Kredivo's acquisition of Vietnam's Timo, an IMF report crowning Thailand as ASEAN's digital payment leader, and Grab's voting rights restructure all point to…
SEA WeeklySEA Weekly: Architecture Meets Accountability — Southeast Asia's Digital Economy Writes Its Own Rules
Vietnam's landmark AI law, a pivotal fintech industry report, and a major investment summit all converged this week to signal that Southeast Asia's digital…
SEA WeeklySEA Weekly: From Apps to Architecture — Southeast Asia's Digital Finance Grows Up
DBS-Visa AI agent payments, the Philippines' dual IPO race, and Indonesia's new digital innovation hub all point to the same quiet shift: Southeast Asia is…