Podcasts about ASEAN

Our strategists Daniel Blake and Tim Chan discuss how Asia is adapting to multipolar world dynamics, tech innovation and longevity trends to create new opportunities for global investors.Read more insights from Morgan Stanley.----- Transcript ----- Daniel Blake: Welcome to Thoughts on the Market. I'm Daniel Blake, Morgan Stanley's Asia Equity and Thematic Strategist. Tim Chan: And I'm Tim Chan, Morgan Stanley Head of Asia Sustainability Research and Thematic Strategist Daniel Blake: Today, how Asia is reshaping its development strategy, corporate governance, and capital markets to lead globally. It's Monday, October 6th at 8am in Singapore. Tim Chan: And it's also 8am in Hong Kong. Daniel Blake: Asia is experiencing a number of dramatic changes that are reshaping industries, even entire economies. Deglobalization, supply chain shifts, frenetic investment in AI and looming disruption from the adoption of the technology, rapid energy transformation, and the transition to super aged populations as longevity drives investment in innovative healthcare and better nutrition are just some of the overarching themes. Asia's transformation is a story every global investor needs to follow and look for opportunities in. Tim Chan: So, what are the overarching themes, when you look at Asia Pacific? For example, what are the key themes that you're seeing in terms of driving the equity return and the market trend that you're seeing? Daniel Blake: We're approaching the Asia thematic opportunity from the framework of a competitive reinvention. It's competitive because this is deeply rooted in the cultural and business norms across much of the region, which has had an export focus through the modernization process in Japan, and more broadly with the emergence of the Asia Tigers. But we're seeing this competition really stepping up another notch. As countries look at how they can take market share in emerging technologies, and also this overarching competition between the U.S. and China, which sits at the heart of the multipolar world theme we've been laying out in recent years. We're also seeing a reinvention of development strategies of corporate governance frameworks and of capital markets to try to better improve the financial supply chain, to see the capital raising the capital allocation process improved and ultimately drive better returns for an aging population. So, Tim, you've been very focused on the corporate governance improvements that were seen in much of the region. Take us through what you think is most compelling and most important for investors to note. Tim Chan: I think governance reforms is a really key thing for Asia Pacific. Take an example in Japan, in the past we have done some correlation analysis between the major governance factors and what are driving the return. What we have found is that, first of all, there is a significant alpha potential from online companies with leading governance metrics and also companies that may improve their governance metrics over time. So, if we look at the independence of board of directors as an example. There is a positive correlation between the total return and also the independence in Japan market. And overall, we are seeing a major government improvement. As Daniel you have mentioned, China, Korea, India, and Singapore, and Japan as well – all these markets together account for over 70 percent of the market cap in MS Asia Pacific in index. So that's why, we think the governance reform is really driving the return of Asia Pacific as a whole. Daniel, after talking about the governance reform and capital market reform, I know multipolar level is also a key theme for Asia Pacific. So, what you are seeing in terms of multipolar level in Asia Pacific? Daniel Blake: So, the multipolar world theme has come back to the foreground in 2025 as trade tensions have risen, as deal making has been struck or attempted. And we've seen the concept of weaponized interdependence really being proven out in the second quarter of 2025, as China has been in recent years, implementing frameworks for export controls and leverage these quite effectively. So economic security initiatives have come back to the focus for investors. Over recent years, we've seen a number being set up across the region, including Japan's Economic Security Promotion Act, the Self-Reliant India framework, and South Korea's Supply Chain Stabilization Act, as well as Australia's National Reconstruction Fund. So, we see a number of investment opportunities flowing from these reforms. Ultimately the critical mineral and permanent magnet supply chain is very much in focus, but we're also expecting to see semi localization. So, semiconductor localization efforts are continuing to drive investment and activity. Naturally, defense has been a key area of focus for investors in 2025, and overall we see defense spending rising in Asia from 600 U.S. billion dollars in 2024 to [$]1 trillion in 2030.So, Tim, the energy security theme fits as part of this overall future of energy theme that you've been exploring with the team. How do you see this intersection with the multipolar world and what are the key investment opportunities? Tim Chan: For the future of energy, I think the energy story is really at the core of Asia multipolar world positioning. Take an example, we are seeing for Southeast Asia, the region is importing gas from U.S., and then also Korea and Japan are also trying to export their nuclear technology to the Western world as well. I think all these have a part to play in the multipolar world; but at the same time, they are also crucial for these countries to meet their own energy target and strategy. In Asia Pacific, when we look at the future of energy, there are a few driving force[s]. One is the very strong growth of renewable energy. Take an example, in India, we are seeing a huge CapEx going into the renewable energy sector and solar sector as well. China is already the biggest market in solar panel. Then also Korea and Japan are developing their nuclear capacity as well. And as I have mentioned, they also export their nuclear technology to the Western world. So, I would say, these Asian countries are balancing the multipolar world priorities with their future of energy target as well. And then there were also lots of opportunities between these dynamics; I will highlight two examples. One is a nuclear renaissance thesis that we have written extensively in the past two years. We have highlighted Japan and Korea being the key beneficiaries under this multipolar world and future of energy dynamics. And then the other would be the gas globalization in Southeast Asia or ASEAN region, where we see opportunities in the gas distributor, gas infrastructure in Southeast Asia. And then gas is going to be much more important when it comes to the energy, security and transition agenda in Southeast Asia region. So we are seeing lots of development in the future of energy in Asia Pacific. But when it comes to the other big theme that is AI. Asia Pacific is also a leader in a global AI race. So, Danny, what are the most reputable trend that you're seeing on a national or regional level? On tech diffusion and AI in Asia Pacific? Daniel Blake: So, the concept of competitive reinvention also is useful in understanding Asia's response to AI and technology diffusion. So, we've seen China in particular, looking to strengthen its position in the development phase of new technologies. And we're also seeing on the export competition front, more incentives to compete for the next phase of supply chain diversification. We're also seeing the emerging class of China MNCs that are sitting at the heart of our China Emerging Frontiers research. And another key area of discussion and research for us is understanding China's unique AI path. Where we're seeing more of a focus on policy makers and corporates playing to strengths in terms of power, data and talent, given the shortages of compute, and at the same time wanting to pursue a localization strategy over the medium term. On the technology front, we think the India stack is also still underappreciated as a digital enabler of opportunities in the New India. And then more broadly, we are looking for companies that we see in Asia that will prove to be AI adoption leaders. So, this underpins a really another key work stream for us in identifying opportunities from AI and tech diffusion into the region. So, Tim, how about when we turn to the theme of longevity, what are the key investment opportunities you see in Asia Pacific? Tim Chan: First of all, let's look at China. So, China is entering a super age society and by 2030, China's elderly population will hit 260 million. So that is a big number, which accounts for 18 percent of the population. And Japan as well, and Korea as well. Korea is already entering the super aged society. And then there have been reform program on healthcare, financial system pension and labor market in order to support these, old aging population. And for Japan, the focus is really on not just living longer but also living more healthy. Take an example, we have done some reports on the healthy food industry in Japan. And how different companies are providing affordable, healthy food to consumer. And we think that will create opportunities for investor, if they would like to look into longevity as a theme. Overall, we are seeing new market in healthcare, pharmaceutical, and affordable healthy food, as well as the reform in the wealth management and pension system that will create opportunities in the financial market as well. And the longevity economy and or the silver economy is becoming a big theme for Asia Pacific for a long time to come. Daniel Blake: Tim, thanks for taking the time to talk. Tim Chan: Yeah, great speaking with you, Daniel. Daniel Blake: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Today we'll be talking about a highly strange and mysterious electrocution and disappearance on the Nan river, we're bringing back ASEAN updates and today we'll be talking about the devastating earthquake that rocked the Philippines this week, and a little later we'll wrap our your Friday with some feel good news in the form of art exhibitions and Thailand celebrating it's decades of diplomatic ties with Mexico.

No 3 em 1 desta terça-feira (30), o destaque foi a declaração do ministro do Supremo Tribunal Federal, Flávio Dino, que afirmou não ser errado o Congresso Nacional alterar parâmetros e reduzir as penas dos condenados pelos atos de 8 de Janeiro. Reportagem de Janaína Camelo. Os presidentes Luiz Inácio Lula da Silva (PT) e Donald Trump podem conversar por telefone antes de um encontro presencial. Segundo o assessor Celso Amorim, a reunião deve ocorrer na Malásia, durante a cúpula da ASEAN. O telefonema serviria para antecipar a negociação sobre o tarifaço. Reportagem de André Anelli. A Polícia Federal abriu investigação sobre os casos de bebidas contaminadas por metanol em São Paulo, que já resultaram em cinco mortes confirmadas e 17 casos suspeitos. A Vigilância Sanitária interditou um bar na região dos Jardins, apontado como um dos locais envolvidos. Informações podem ser repassadas pelo Disque-Denúncia 181. Reportagem de Misael Mainetti. Tudo isso e muito mais, você acompanha no 3 em 1. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ad agosto, dopo due mesi consecutivi di crescita congiunturale, secondo l’Istat l’export verso i paesi extra Ue registra un’ampia riduzione. Le più forti calano verso Turchia (-26,1%) e Stati Uniti (-21,2%). Sul fronte importazioni le contrazioni più ampie riguardano Regno Unito (-36,6%) e paesi Opec (-27,1%), mentre crescono gli acquisti da Stati Uniti (+68,5%) e paesi Asean (+13,6%). Questi dati arrivano dopo la nuova raffica di dazi annunciati dal presidente Usa Donald Trump, in vigore dal primo ottobre: tariffe al 100% sui film realizzati all’estero, dazi al 50% su mobili da cucina e da bagno, dazi al 100% sui farmaci di marca o brevettati non prodotti negli Usa ed estensione del 25% alle importazioni di camion pesanti. La Casa Bianca non ha ancora chiarito se i prodotti europei saranno esclusi e, in caso contrario, si tratterebbe di una violazione dell’accordo con Bruxelles, che non è ancora giuridicamente vincolante. Intanto la Commissione Ue, attraverso il portavoce Olof Gill, si dice tranquilla ricordando il limite tariffario globale del 15% per le esportazioni europee di farmaci, legname e semiconduttori inserito nell’accordo quadro, che garantisce agli operatori economici Ue che non saranno applicate tariffe più elevate. Affrontiamo il tema con Lucio Miranda, presidente e fondatore Export USA.Moda a Milano, l’indotto della fashion week sfiora i 240 milioni di euroSi è chiusa la Milano Fashion Week con sette giorni di sfilate, presentazioni ed eventi, oltre 170 appuntamenti ufficiali e circa 1.000 showroom. L’impatto economico sulla città è stimato in 238,9 milioni di euro, +12,3% rispetto a settembre 2024. Quasi la metà è destinata allo shopping, il 39% a ristorazione e alloggi, il 15% ai trasporti. Cresce quindi l’indotto ma cala la spesa media, mentre resta difficile la situazione di molte imprese del tessile e dell’abbigliamento, strette tra debolezza della domanda e costi energetici. Secondo l’Osservatorio Crif il tasso di default delle società del settore è salito al 3,3% nel primo semestre 2024, sopra la media manifatturiera del 2,5%. Una possibile strada è la Cina, tra supply chain digitalizzate, sostenibilità e tecnologie innovative. Pitti e Accademia del Lusso hanno firmato un memorandum con scambi, cooperazione commerciale e investimenti italiani per lo sviluppo dei marchi moda. Andiamo dietro la notizia con Alessandro Plateroti, direttore Newsmondo.itEx Ilva, sindacati non partecipano al tavolo sulla cig straordinaria: Attendiamo convocazione a Palazzo ChigiFim, Fiom, Uilm e Usb non partecipano all’incontro convocato dal ministero del Lavoro sulla cig straordinaria all’ex Ilva. Chiedono che sia Palazzo Chigi a convocare un tavolo che chiarisca il percorso del governo e della struttura commissariale, considerando i 4.450 lavoratori coinvolti. I commissari straordinari hanno ricevuto una decina di manifestazioni di interesse, da attori nazionali e internazionali, e si sono dati una o due settimane per valutare. Dopo l’uscita di Baku Steel e Jindal, restano in campo i fondi americani Bedrock e Flacks con Steel Business Europe per rilevare l’intero gruppo. Altri puntano a singoli asset: Renexia al futuro impianto Dri, Marcegaglia e Imc alla controllata francese Socova, Marcegaglia e Sideralba ai tubifici, e la cordata Profilmec, Eusider e Marcegalia all’acciaieria di Racconigi. C’è anche l’offerta simbolica di Alleanza Verdi e Sinistra di Taranto che propone 2 euro per chiudere gli altiforni, non compatibile con i criteri della gara. Il ministro Urso riconosce una situazione complessa, aggravata dalle questioni giudiziarie e dal blocco di un altoforno, e ribadisce che la priorità è esaminare le offerte sull’intero asset, con la vendita a pezzi come seconda opzione. Interviene Paolo Bricco, Il Sole 24 Ore

Mohamad Ali Iqbal Abdul Khalid, Assistant Governor, Bank Negara Malaysia

書籍「グローバル・マーケティングの基本」の詳しい情報はこちら、https://spydergrp.com/lp_book/ 森辺一樹の新刊「ASEAN６における販売チャネル戦略」は、こちら、https://spydergrp.com/lp_book_asean6/ スパイダー・イニシアティブのホームページなら、番組内容がテキストでも読めます。詳しくはこちら https://spydergrp.com/spyderchannel/ Podcast『森辺一樹のグローバル・マーケティング　〜すべてはアジアで売るために〜』は、こちら https://spydergrp.com/podcasts/ 番組へのお問い合わせ、ご質問、ご感想はこちら https://spydergrp.com/inquiry/ 733.mp4

Welcome to Focus Asia your first window to discover Asia.This week, we have news from Cambodia, Asean Nations, China, and K-Pop. Find out more episode and listening to Bingkai Suara Podcast.Don't forget to always listen to focus asia every week to update your knowledge about what happens in Asia and updated with our recent news on www.bingkaikarya.com

Kia ora,Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news even the giant American economy can't seem to maintain its momentum, with Trump grabbing at all the levers of government. He is even taking government domain names and inserting is personal interests. It will become increasingly hard to separate real American economic data from that skewed by his army of MAGA blackshirts who have been inserted into these agencies.The week ahead will be busy, with major economic releases that will culminate with the US September non-farm payrolls report and related labour market data. Ordinarily they impact the policy path for the Fed this year. Markets currently expect jobs growth of less than +50,000 and settling in to a low trajectory. Before that we will get the ADP private employment report (expect even less), results from the JOLTS report, and Challenger job cuts (a big jump is expected by analysts).Besides labour updates, investors will also be on alert for the risk of a US government shutdown at the start of the new fiscal year on October 1The September update of the ISM PMI is due (analysts think it will be more contractionary than in August), and we will also get PMI releases from China, Canada, Brazil, South Korea, and ASEAN countries.Regionally, the RBA will be reviewing its monetary policy settings on Tuesday, and now no rate cut is expected due to rising inflation pressures, so markets expect it to stay at 3.6%. India will also be reviewing its monetary policy position late Wednesday, and no change is expected there either, keeping their rate at 5.5%.Daylight savings time has started in New Zealand of course, but not yet in Australia. So we will be 3 hours ahead of eastern Australia. But Queensland, the Northern Territory, and Western Australia do not observe daylight saving time, making it a patchwork system across their country.Over the weekend, China released August industrial profits data. After struggling all year to July to show any improvement on the equivalent month a year ago, August industrial profits rose at a good clip, up by more than +20% on the prior August's lame result. There was faster growth in the private sector while state-owned enterprises recorded a much smaller decline.And we should note that China is about to go on its 2025 national Golden Week holiday which will run from Wednesday, October 1st to Wednesday, October 8th, an extended eight-day holiday that combines National Day with the Mid-Autumn Festival. This is a major time for domestic and international travel, resulting in busy transportation and tourist activity. Businesses largely suspend their operations in this time but key government departments do operate.Over the weekend, Singapore released industrial production data delivering a large negative surprise. This activity was down a massive -7.8% in August from a year ago. The month-on-month data was sharply negative too. It was largely driven by very big drops in the electronics and biomedical sectors and caught analysts very much by surprise.And over the weekend in the world's largest economy, they released personal income and spending data for August which came in pretty much as anticipated. Personal disposable income rose +0.4% in the month and personal consumption expenditure rose +0.6% on the same basis - all from the prior month. But if you think about it, these are actually fast annualised rises, with costs rising much faster than incomes.This same data shows incomes were up +1.9% from a year ago, consumption up 2.7% on that year-ago basis. And as we noted, recent changes are rising faster than these annual shifts. The Fed will have noticed, as PCE inflation is now running well over 3% and its fastest since February. Goods inflation is 4.2% with durable goods up +5.2% in a year in this data. Clearly the tariff-tax effect is not transitory.The updated September University of Michigan consumer sentiment survey for the US was revised slightly lower to be -21% lower than a year ago. Consumers surveyed continue to express frustration over persistently high prices, with 44% spontaneously mentioning to surveyors that high prices are eroding their personal finances. And they say they expect inflation to be +4.7% higher in a year's time - interestingly similar to the current goods inflation data.Markets are going to have to accept that inflation is being structurally embedded at above target levels and that the prospect of more rate cuts is receding if the Fed is to have any credibility with an inflation-fighting mandate. Financial markets have priced in one -25 bps rate cut this year, two by the end of January 2026. Politics may deliver them but it will be at the expense of inflation - which is clearly rising again and quite fast.And the US has also arbitrarily decided to impose new tariffs on pharmaceutical imports, adding to the costs their consumers will have to pay, either via import duties or from new facilities to be built locally. If it goes as Trump plans, the excess capacity internationally (after removing production for the US) will cause international prices to fall as US prices rise. Lose-lose for Americans, win-win for international consumers.The UST 10yr yield is now at 4.19%, little-changed from Saturday to be up +5 bps from a week ago.The price of gold will start today at US$3759/oz, down -US$14 from Saturday. That is up +US$78 from a week ago. Silver had another big spurt over the weekend, now up over US$46/oz, a weekly gain of +US$3.American oil prices are down -50 USc at just over US$65/bbl, with the international Brent price now just over US$69.50/bbl.The Kiwi dollar is at just under 57.7 USc and down -10 bps from Saturday, and down -80 bps from a week ago. Against the Aussie we are unchanged at 88.2 AUc but down -60 bps for the week. Against the euro we are down -10 bps at 49.3 euro cents. That all means our TWI-5 starts today at just on 65.2, similar to Saturday at this time.The bitcoin price starts today at US$110,271 and up +0.6% from Saturday. Volatility over the past 24 hours has been very low at under +/- 0.5%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

当番組は、森辺一樹がグローバル・マーケティングを分かりやすく解説するPodcast番組です。 ビジネスパーソンを対象に、アジア新興国を中心としたグローバルビジネスに関する様々なナレッジやノウハウを番組ナビゲーターと共にお届けしております。 新刊はこちら » https://www.amazon.co.jp/dp/449565019X 定期セミナーはこちら » https://spydergrp.com/seminars/

In this special, in-person episode, host Ray Powell sits down with James Minnich, professor at the Daniel K. Inouye Asia-Pacific Center for Security Studies and editor of the Center's new book Edge of Competition: Disruption, Division, and Competition in the Indo-Pacific. Recorded in APCSS' studios in Hawaii, they dive deep into the region's most pressing geopolitical challenges, exploring how disruption, division, and competition are reshaping global security and economics.James shares insights from the book, highlighting why the Indo-Pacific matters to everyone—from Taiwan Strait tensions and South China Sea disputes to the rise of multipolar dynamics involving China, the US, India, and ASEAN. They discuss whether we've reached "peak China," globalization's double-edged sword, ASEAN centrality, spheres of influence and the need for narrative warfare to counter malign influence operations. Plus, James recounts a story from his time at the UN Command Military Armistice Commission in South Korea, blending negotiation tactics with real-world security operations.Whether you're tracking US-China relations, maritime security in East Asia, or broader Indo-Pacific geopolitics, this episode unpacks the ongoing disruptions that are already impacting global trade, technology, and stability. Don't miss this expert analysis on Taiwan, Korean Peninsula security, and strategies for resilience in a competitive world.Key Topics Covered:Disruption in the Indo-Pacific: Peak China debates, Taiwan's semiconductor dominance, and globalization's risks.Division and Multipolarity: India's role, ASEAN communities of interest, and the pitfalls of spheres of influence.South China Sea escalations, South Korea's strategic clarity, and commanding the narrative against political warfare.Mastering the clock, weaponizing resilience, and proactive information strategies.

Gayatri Kalyanaraman is in conversation with Sunil David, Digital Technology Consultant |Ex-Regional Director(IOT)- AT&T  we discuss What does it take to evolve from installing multiplexers in the 90s to becoming one of India's most respected IoT evangelists and startup mentors? In this episode, Sunil David shares his three-decade journey across telecom, IoT, and digital transformation. Early Career FoundationsSunil began his professional journey in 1994, right after completing his Electronics and Communication Engineering. Unlike many peers who shifted to unrelated fields, he was one of the “lucky few,” as he puts it, to continue working in his chosen discipline for decades.First role – Multiplexers & Railway Networks His very first assignment was with a small company where he installed multiplexers across India's railway network. These devices connected mainframe computers to remote terminals, ensuring reliable communication across long distances. This hands-on experience with infrastructure and connectivity became the bedrock for his later work in telecom.CMS Computers – Networking Era He then moved to CMS Computers, focusing on LAN and WAN networking solutions. This gave him exposure to enterprise IT and network integration, skills that were highly relevant when India's telecom sector was on the cusp of privatization.Telstra Wecom (1996) – Entering Telecom's Liberalization Phase A pivotal career move came in 1996 when Sunil joined Telstra Wecom, a joint venture between Telstra Australia and VSNL (later Tata Communications). This was just two years after India opened its telecom sector to private players—a historic shift.AT&T and Passion for IoTAfter short but formative experiences in networking, VSAT installations, and enterprise software, 2000 marked a turning point when Sunil joined AT&T. What began as a role in sales grew into a 14-year career where he rose to become Regional Head for South India, handling enterprise connectivity services.Focused on telecom and enterprise connectivity, including mobile, landline, and data services for large enterprises.Built strong CXO-level relationships, gaining insight into how enterprises viewed technology not just as infrastructure, but as enablers of business growth.Developed a strategic mindset: learning how to sell not just technology, but business outcomes—a skill that would become vital in his IoT work. After a short return to Telstra, Sunil came back to AT&T in 2017—this time with a completely different mandate: to lead AT&T's IoT business in India and ASEAN.This was when IoT adoption globally was still nascent, and in India it was just taking shape. Sunil recalls that he had been personally fascinated by IoT since 2011–2012, when the idea of “things being connected to the internet”—from cars to machines—caught his imagination.Technology Evangelism & MentorshipSpeaking engagements became not just a platform to promote AT&T's services, but also a way to educate enterprises and build credibility in the ecosystem.At AT&T, Sunil saw how business and technology intersect—sparking his next chapter as a technology evangelist with a focus on strategy, startups, and purpose-driven innovation.His first keynote was on 9th August 2017.From there, he went on to speak at 400+ industry forums, covering IoT, AI, metaverse, cybersecurity, and digital transformation. He transitioned from corporate leader to solopreneur and mentor, working with startups in AI, IoT, sustainability, and climate change.His contributions to CII, NASSCOM, and initiatives like Women Wizards Rule Tech, where he has mentored thousands of women in digital skills.How he manages his time, creates content for 32,000+ LinkedIn followers, and leverages tools like ChatGPT and Perplexity to boost productivity.Practical advice for professionals: continuous learning, attending industry forums, building a legacy, and balancing financial, physical, and spiritual well-being.At this time Sunil David, works on immersing himself in a specific set of fields to be a thought leader, and fully dedicate himself to mentorship, sustainability, and giving back. Quotable Moments from Sunil David“Imagine the value you can unlock when billions of assets—from machines in a factory to vehicles on the road—start generating data. The opportunities to monetize and transform industries are humongous.”“We are clearly seeing the move from being reactive to predictive. Thanks to AI and IoT, enterprises can act proactively before something causes damage—whether it's a machine on a shop floor or even human health.”“Optimizing energy usage is not just good for the environment—it makes business sense. Lower energy bills mean direct savings, while reducing carbon emissions benefits the planet.”“Learning never stops. We are in a lifelong journey of learning and unlearning. The day you stop learning is the day you stop growing.”“It's not just about financial success. You have to ask yourself—what legacy am I leaving behind? Will people remember the impact I created?”“My forte is B2B, especially AI and IoT for manufacturing and sustainability. Staying focused allows me to truly add value to startups, rather than spreading myself thin.”About Sunil DavidSunil David is an Independent Digital Technology Consultant with over 30 years of experience in the IT and Telecom Industry . He's spent almost 20 years with AT&T India. In his last stint with AT&T held from March 2017 until April 2022 , he was the Regional Director – IOT( India and ASEAN ). He's had extensive experience in Business Strategy , Sales , Business Development and Alliance & Partnership building during my AT&T stints .Sunil is associated as a Gold Mentor with T-Hub ( Telangana Hub) based in Hyderabad one of India's largest startup incubators supporting some of India's most innovative technology startups specifically focused on areas around Smart Manufacturing and ESG.Sunil is a much sought after speaker in several industry forum on topics related to IOT, AI, 5G, Digital Transformation , Industry 4.0 and 5.0 , Gen AI, Metaverse, Future of Technology , Future of Work , Digital Marketing , Cyber security , Quantum Computing, ESG etc. He has also authored a number of articles for various technology websites, B2B Tech and telecom related publications and a few prominent media houses like Fortune India, Indian Express, Moneycontrol, ET Edge , Communications Today, Voice and Data, etc.Sunil is actively engaged with Industry bodies like CII, NASSCOM , IET, IACC etc working on a number of National initiatives around Digital Transformation advocacy and awareness for Enterprises especially SMEs, Digital Skilling for Women, Startup-Corporate connect , ESG awareness etc.Sunil is an alumnus of Symbiosis Institute of Management Studies, Pune ( Post Graduate Diploma in Business Administration with specialization in Marketing )Sunil can be reached at https://www.linkedin.com/in/sunil-david-8165971/

Southeast Asia's energy ministers will meet in Kuala Lumpur in October 2025 to discuss the future of the Asean Power Grid. Kitty Bu, vice president for Southeast Asia at the Global Energy Alliance for People and Planet (GEAPP), talks to the Eco-Business about what will be on their agenda. Tune in as we discuss: - How geopolitics is affecting Asean's energy transition - Ideal outcomes from the Asean minister's meeting - Upholding social justice in the energy transition - Optimistic examples of transition finance

VOV1 - Thủ tướng Malaysia Datuk Seri Anwar Ibrahim vừa có cuộc điện đàm với Tổng thống Mỹ Donald Trump. Trong cuộc điện đàm với Tổng thống Mỹ, hai bên đã thảo luận về tình hình an ninh khu vực.

From personal setbacks to national ambition, wheelchair rugby has given athletes like Aidil Khalip a new family, and coaches like Azhar Yusof a new mission. With the Singlife Corporate Challenge around the corner, they join Sports Minutes to talk about building resilience, corporate support, and preparing Team Singapore for the ASEAN Para Games. Got a story to tell? Get in touch!raushan@sph.com.sgSee omnystudio.com/listener for privacy information.

「ACLE町田戦前…ジョホールFWが“書類偽造”で1年出場停止！広島・神戸にも影響」　　マレーシア1部ジョホール・ダルル・タクジムFCは、9月30日にAFCチャンピオンズリーグエリート（ACLE）の町田ゼルビア戦を控える中、一部選手に1年間の出場停止処分が科せられている。　FIFA（国際サッカー連盟）が9月26日までに発表したところによると、ジョホール所属DFジョアン・フィゲレイドは2025年にマレーシア国籍を取得した際、国籍取得手続きに必要な書類を偽造。同年9月に同国代表でのデビューを飾り、国際Aマッチ3試合で4ゴールを奪っているが、1年間の出場停止処分と罰金を科せられたという。　現在29歳のフィゲレイドは、身長180センチで右利きのストライカ－。ブラジル出身であり、アトレチコ・ミネイロの下部組織からトップチーム昇格を果たせず、ギリシャ、UAE、トルコなど複数国を渡り歩いていた。　ジョホールへ加入したのは2025年6月だが、2025/26シーズンはここまでリーグ戦6試合の出場で6ゴール2アシスト。ASEANクラブカップ戦でも2試合の出場で3ゴールと本領を発揮していただけに、ジョホールとしては同選手に対する出場停止処分の影響は大きそうだ。　なお、ジョホールはACLEのリーグステージでバンコク・ユナイテッド（タイ1部）、町田、サンフレッチェ広島、ヴィッセル神戸などと対戦する。Jリーグ勢にとっては、絶対的ストライカ－の不在により勝ち点3を手に入れる可能性が高まったと言えそうだ。

Jeff Johnson, MD and General Manager for Asean at AWS, joins Kopi Time to talk about all things cloud. We begin with AWS’s reach and scale, spectrum of services, and regional engagement. Jeff provides a host of examples to underscore enterprise usage with disruptive technologies, both AI and GenAI. He also sets the ground with the foundational tech stack maintained and continuously ungraded by AWS. We discuss security, reliability, sustainability, and democratisation of AI; Jeff contextualises these aspects with his deep experience in dealing with businesses in the region. We end with two big questions; will AI eat jobs and will AI show up in company bottom line sooner than later. Fascinating observations from one of the industry leaders.See omnystudio.com/listener for privacy information.

Timestamps(00:00) Introduction;(00:29) How a tech exec from China joined a Singapore AI startup;(02:38) The evolution of LLMs in China;(03:33) AI Development in China and the rest of the world;(04:37) The value of building a career in China tech;(06:34) Scaling a global AI company; (08:37) Scaling in Southeast Asia vs rest of the world;(09:39) Driving the AI conversation and building strategic relationships;(10:34) Future of Conversational AI; (13:02) MCPs impacting the cost structure of building AI;(14:26) New paradigm of pricing AI products and solutions;(15:00) WIZ.AI's AI Roadmap; (15:54) Considerations of Enterprise Buyers;(17:14) AI Enterprise Sales; (22:30) Advice on AI Transformation; (24:17) Make or Break Moment; Robin Li is the Senior AI Strategy and Partnerships Director at WIZ.AI, bringing over 20 years of enterprise technology experience and more than 10 years specializing in AI companies. Based in China before joining WIZ.AI in Singapore, Robin has witnessed firsthand the evolution of AI development across different markets, from the early days of conversational AI to the current LLM revolution. At WIZ.AI, he focuses on bridging the gap between AI builders and enterprise buyers, helping organizations navigate the complex journey of AI transformation while building strategic partnerships across global markets.WIZ.AI is a conversational AI talkbot platform for 300+ global enterprises present in 17+. countries. Their conversational artificial intelligence talkbot mimics conversations with real people by localizing for 17+ different languages and dialects from ASEAN to Latin America. The company's tech solution replaces traditional human call-centers for different application scenarios (e.g. tele-sales and customer care) across a variety of sectors (financial services, telecommunications, healthcare, etc.). The company's enterprise grade proprietary technology is built on the company's R&D into natural language processing, automatic speech recognition and text-to-speech technology. WIZ.AI is a first-mover in untapped emerging markets, with 11 patents in conversational AI technology. The founding team cumulatively has over 40 years of experience in FinTech, big data, artificial intelligence and cybersecurity.Follow us on LinkedIn for more updatesCheck out Insignia Business Review for more insightsSubscribe to our monthly newsletter for all the news and resourcesDirected by Paulo JoquiñoProduced by Paulo JoquiñoThe content of this podcast is for informational purposes only, should not be taken as legal, tax, or business advice or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any ⁠⁠⁠⁠⁠⁠Insignia Ventures⁠⁠⁠⁠⁠⁠ fund. Any and all opinions shared in this episode are solely personal thoughts and reflections of the guest and the host.

Economy ministers from Japan and Association of Southeast Asian Nations member countries have agreed to work together to enhance supply chains for products and parts.

書籍「グローバル・マーケティングの基本」の詳しい情報はこちら、https://spydergrp.com/lp_book/ 森辺一樹の新刊「ASEAN６における販売チャネル戦略」は、こちら、https://spydergrp.com/lp_book_asean6/ スパイダー・イニシアティブのホームページなら、番組内容がテキストでも読めます。詳しくはこちら https://spydergrp.com/spyderchannel/ Podcast『森辺一樹のグローバル・マーケティング　〜すべてはアジアで売るために〜』は、こちら https://spydergrp.com/podcasts/ 番組へのお問い合わせ、ご質問、ご感想はこちら https://spydergrp.com/inquiry/ 732.mp4

Sous l'effet de la guerre commerciale menée par Donald Trump, Pékin réoriente ses exportations. Si les flux vers les États-Unis s'effondrent, l'Europe, l'Asie et même l'Afrique deviennent des débouchés privilégiés. Les chiffres d'août 2025 confirment un tournant pour la deuxième économie mondiale. Si les exportations chinoises progressent encore par rapport à l'été 2024, leur croissance ralentit fortement. Surtout, les ventes vers les États-Unis se contractent brutalement : -12% en un mois, soit environ 5 milliards de dollars en moins. En cause, les surtaxes de 30% imposées par Washington sur l'ensemble des produits chinois. Mais Pékin ne se contente pas d'encaisser le choc. La Chine redéploie sa production vers d'autres marchés. L'Europe en première ligne du redéploiement Le continent européen s'impose comme la principale alternative pour les exportateurs chinois. Au premier semestre 2025, il a absorbé 16% des exportations chinoises, une proportion en hausse constante. Tous les secteurs sont concernés : électronique, chimie, textile, jouets, pharmaceutique, acier et surtout automobile électrique. Si certains y voient une opportunité — prix plus compétitifs et accès à des innovations technologiques — d'autres redoutent un « nouveau choc chinois » entraînant une désindustrialisation accélérée. L'Asie et l'Afrique, nouveaux relais de croissance La stratégie dite du « China+1 » illustre cette diversification. Pékin maintient sa base industrielle tout en s'appuyant sur ses voisins de l'Asean (+22% d'exportations vers la région) pour la production et la réexportation, du Vietnam à la Thaïlande. L'Asie centrale bénéficie également des Nouvelles Routes de la Soie, tandis que l'Inde et l'Afrique voient affluer des produits chinois. Pour accompagner ce basculement, la Chine a ouvert 117 nouvelles lignes de fret aérien au premier semestre. Derrière cette intensification logistique, une stratégie claire : compenser le recul du marché américain, renforcer son influence régionale et rappeler qu'elle reste un acteur incontournable du commerce mondial.

当番組は、森辺一樹がグローバル・マーケティングを分かりやすく解説するPodcast番組です。 ビジネスパーソンを対象に、アジア新興国を中心としたグローバルビジネスに関する様々なナレッジやノウハウを番組ナビゲーターと共にお届けしております。 新刊はこちら » https://www.amazon.co.jp/dp/449565019X 定期セミナーはこちら » https://spydergrp.com/seminars/

แร่หายาก หรือ ‘แรร์เอิร์ธ' ที่ทั่วโลกกำลังต้องการ ทำให้ประเทศเมียนมาที่พบแร่เหล่านี้จำนวนมาก กำลังเนื้อหอมโดยเฉพาะในหมู่ชาติมหาอำนาจ ท่ามกลางสงครามการค้า-สงครามเทคโนโลยีโลกที่ดุเดือด และยังทำให้กลุ่มกองกำลังชาติพันธุ์บางกลุ่ม รวมถึงกองทัพเมียนมา ต่างก็พยายามแย่งชิงแหล่งแรร์เอิร์ธ เพื่อชิงอำนาจต่อรองและความได้เปรียบในห้วงสงครามกลางเมือง . ความขัดแย้งทางภูมิรัฐศาสตร์โลกและความขัดแย้งการเมืองภายใน จึงล้วนทำให้อุตสาหกรรมเหมืองแรร์เอิร์ธในเมียนมาขยายตัวถึงขีดสุด ทว่ามันก็กำลังสร้างปัญหาให้ชาวบ้านอย่างใหญ่หลวงในรูปของมลพิษที่กระทบทั้งสุขภาพและปากท้องของผู้คน และปัญหานี้ก็ไม่ใช่เรื่องไกลตัวเรา เพราะมันยังลามมาส่งผลกระทบถึงคนไทยด้วย . เรื่องราวเป็นอย่างไร ชวนฟังใน ASEAN บ่มีไกด์ .

VOV1 -Chiều 21/9, Diễn đàn xúc tiến du lịch và đầu tư Việt Nam-Trung Quốc diễn ra tại Bắc Kinh. Sự kiện do Đại sứ quán Việt Nam tại Trung Quốc, Trung tâm Trung Quốc – ASEAN và Thương hội xuất nhập khẩu sản phẩm cơ điện Trung Quốc phối hợp tổ chức.

«ASEAN is a bridge and also a bloc, it is considered as the great, good , new power. As the chair of ASEAN, we need to introduce that to the world.»Pour ce 51ème épisode, Linda rencontre Son Excellence Eldeen Husaini Mohd Hashim, ambassadeur de Malaisie en France - avec un épisode en anglais !Our guest today comes from Malaysia. He is a career diplomat who has worked in Cambodia, India, Australia, and now France. Fluent in several languages, he embodies the richness of cross-cultural dialogue. Together, we explore the role of diplomacy today, Malaysia's central place in Southeast Asia, and the future of ASEAN.How have your experiences as an Ambassador of Malaysia abroad shaped your perspective on diplomacy?If you had to describe Malaysia's identity in three words, what would they be?From your perspective, what role does ASEAN play in strengthening ties among Southeast Asian nations?How would you describe the collaboration between France and Malaysia today?Malaysia is often described as a multiracial and multi-ethnic kaleidoscope of cultures. How does this diversity and gastronomy shape your country's identity and diplomacy ?What role can innovation and creative industries (film, music, food, fashion) play in connecting ASEAN communities and in shaping the region's future? What life advice would you give to young people who dream of becoming diplomats or ambassadors one day?Our audience is largely young people passionate about Asian cultures. What message would you like to share with them about ASEAN and Malaysia today?This is a unique episode highlighting the personal journey of a Malaysian ambassador and his vision for diplomacy in the 21st century — bridging cultures, inspiring the next generation, and showcasing Malaysia's vibrant identity.Banh Mi est un podcast créé et réalisé par Linda Nguon. Pose toi avec nous et écoute ce qu'on t'a préparé.Musique Intro/outro: Benjamin PhamPhoto: Cédric Aubry⁠⁠Pour la version filmée, RDV sur la chaîne Youtube Banh Mi Media⁠⁠Pour suivre Banh Mi podcast:⁠ ⁠@banhmi.media⁠⁠ / banh-mi.co/

Theo một báo cáo của tổ chức Sáng kiến ​​Minh bạch Hàng hải Châu Á AMTI, thuộc Trung tâm Nghiên cứu Chiến lược và Quốc tế CSIS ( Mỹ), được công bố ngày 22/08/2025, Việt Nam đã mở rộng đáng kể hoạt động xây dựng đảo tại các khu vực mà Hà Nội tuyên bố chủ quyền thuộc quần đảo Trường Sa ở Biển Đông. Theo báo cáo, những hoạt động này của Việt Nam “sẽ nhanh chóng ngang bằng, thậm chí có thể vượt qua” quy mô hoạt động tương tự của Trung Quốc tại khu vực đó. Các ảnh vệ tinh gần đây cho thấy, kể từ đầu năm nay, Việt Nam đã mở rộng hoạt động xây dựng đảo trên 8 thực thể, cụ thể là đã tiến hành nạo vét và san lấp tại Bãi Tốc Tan ( Alison Reef ), Đá Cô Lin ( Collins Reef ), Đá Đông ( East Reef ), Đá Len Đao ( Lansdowne Reef ) và Đá Núi Thị ( Petley Reef ). Như vậy là toàn bộ 21 bãi đá và bãi cạn lúc triều thấp mà Việt Nam chiếm hữu trong quần đảo Trường Sa hiện đã được mở rộng để bao gồm cả đất nhân tạo, trong khi bốn năm trước phần lớn chỉ là các công trình bê tông cốt thép biệt lập.  Báo cáo cho biết hoạt động mở rộng mới cũng đã bắt đầu tại những đảo nhân tạo cỡ trung đã được xây dựng trong các đợt nạo vét trước đó: Đảo An Bang ( Amboyna Cay), Đảo Sinh Tồn Đông ( Grierson Reef ) và Đá Tây ( West Reef ). Theo báo cáo, "tính đến tháng 3 năm 2025, Việt Nam đã tạo ra khoảng 70% diện tích đất nhân tạo ở quần đảo Trường Sa so với Trung Quốc". Việc cải tạo tại tám thực thể mới này gần như đảm bảo rằng Việt Nam "sẽ ngang bằng - và có thể vượt qua - quy mô xây dựng đảo của Bắc Kinh."  Theo báo cáo của AMTI, các hình ảnh cho thấy cơ sở hạ tầng, bao gồm các container chứa đạn dược, đang bắt đầu xuất hiện trên các rạn san hô mà Việt Nam tuyên bố chủ quyền, những nơi mà công việc nạo vét sắp hoàn tất, chẳng hạn như Bãi Thuyền Chài ( Barque Canada ), Đá Lớn ( Discovery Great Reef ), Đá Lát ( Ladd Reef ), Đảo Nam Yết ( Namyit Reef ), Đảo Phan Vinh ( Pearson Reef ), Đảo Sơn Ca ( Sand Cay ) và Đá Tiên Nữ ( Tennent Reef ).  Việt Nam chưa đưa ra bình luận công khai nào về hoạt động cải tạo mới nhất của mình, một sự im lặng phù hợp với cách tiếp cận kín đáo của Hà Nội ở Biển Đông. Trả lời RFI Việt ngữ ngày 27/08/2025, nhà nghiên cứu về Biển Đông Hoàng Việt nhận định: “Về chuyện này có vẻ chắc chắn là Việt Nam không bao giờ lên tiếng. Năm trước, Việt Nam đã bồi lấp và mở rộng, năm nay họ cũng đang làm như vậy thì tôi nghĩ cũng là hợp lý, bình thường thôi. Hiện nay, tất cả các công trình đó, theo AMTI, đã bằng 70% so với Trung Quốc. Có lẽ Việt Nam sẽ là một đối thủ quan trọng đối với Trung Quốc. Điều này đối với Việt Nam có thể là vừa có lợi và có hại. Cái lợi là Việt Nam có thể chống đỡ được khá nhiều với Trung Quốc, có thể mở rộng và cạnh tranh với Trung Quốc. Nhưng mặt khác, có thể Trung Quốc sẽ có phản ứng, thì Việt Nam cũng phải hứng chịu. Trên khu vực Biển Đông thì chúng ta biết quan điểm Trung Quốc từ xưa đến nay: Bao giờ họ cũng khẳng định toàn bộ Biển Đông đều thuộc chủ quyền của Trung Quốc. Trung Quốc cũng không dựa trên cái gì cả, mà chỉ dựa trên cái gọi là đường chín đoạn, chiếm khoảng chừng 80% Biển Đông. Và gần đây thì họ còn mở rộng hơn rất nhiều. Theo thông tin của Mỹ, họ đã mở rộng đến khoảng 90% Biển Đông.  Việt Nam cùng với nhiều quốc gia khác ở Đông Nam Á cũng đã đòi những vùng biển thuộc về họ, nhưng có lẽ chỉ có Việt Nam là tập trung sức lực và đủ sức cạnh tranh với Trung Quốc trên Biển Đông.  Trung Quốc nói là không ai có quyền mở rộng Biển Đông ngoài họ, nhưng Trung Quốc không có cơ sở pháp lý nào hết, bởi vì từ những năm 1935, Trung Quốc còn chưa nghĩ tới chuyện đi buôn xa hơn và một số bản đồ của nhà Thanh cũng cho thấy Trung Quốc chỉ ở trong vùng phụ cận thôi chứ không có đi ra xa. Có lẽ sau này Trung Quốc cảm thấy những đảo này cần thiết, cho nên họ tìm mọi cách để đưa vào trong bản đồ, trong sách lịch sử cho trẻ con học, khiến cho người dân Trung Quốc cảm thấy Biển Đông là của họ, mặc dù họ không có bằng chứng nào cả và thậm chí bằng chứng của họ đã bị tòa án quốc tế năm 2016 ra phán quyết bác bỏ trong vụ Philippines kiện Trung Quốc năm 2013.  Tuy nhiên chúng ta thấy rằng là Trung Quốc chưa bao giờ từ bỏ đường lưỡi bò. Gần đây, bản đồ của họ còn vẽ thêm thành 10 đoạn chứ không phải 9 đoạn, với một đoạn ở khu vực Đài Loan nữa. Họ vẫn cho thấy luật pháp quốc tế không là cái gì cả.” Báo cáo mới của AMTI được đưa ra trong bối cảnh căng thẳng gia tăng giữa Trung Quốc và Philippines trên Biển Đông. Gần đây nhất, vào tháng 7, ở phía bắc quần đảo Trường Sa gần Bãi cạn Scarborough, một tàu khu trục của hải quân Trung Quốc đã va chạm với một tàu Hải cảnh Trung Quốc khi các tàu này đang quấy rối một tàu của lực lượng tuần duyên Philippines trong vùng biển tranh chấp.  Các nhà phân tích được kênh truyền hình Mỹ CNN trích dẫn ngày 29/08 cho rằng các xung đột giữa Trung Quốc và Philippines có thể đã tạo cho Việt Nam "một vỏ bọc tuyệt vời" cho hoạt động xây dựng trên các đảo mà họ kiểm soát. Collin Koh, nghiên cứu viên tại Trường Nghiên cứu Quốc tế S. Rajaratnam (RSIS) ở Singapore, ghi nhận:  “Hiện tại, phần lớn sự chú ý của Trung Quốc đang hướng về Philippines, và họ muốn duy trì một mặt trận ổn định với các đối thủ Đông Nam Á khác ở Biển Đông”. Ray Powell, giám đốc của SeaLight, một dự án minh bạch hàng hải tại Trung tâm Đổi mới An ninh Quốc gia Gordian Knot, thuộc Đại học Stanford, đồng tình với nhận xét của Collin Koh:  “Dường như Bắc Kinh đã tính toán rằng nên giữ Philippines cô lập khỏi các bên có tuyên bố chủ quyền khác ở Biển Đông hơn là ngăn cản Việt Nam đạt được những bước tiến đáng kể về lãnh thổ”.  Thật ra thì Trung Quốc đã có lên tiếng phản đối Việt Nam về những hoạt động xây dựng đảo theo như báo cáo của AMTI. Ngày 25/08, phát ngôn viên bộ Ngoại Giao Trung Quốc Ông Quách Gia Khôn tuyên bố: "Quần đảo Nam Sa (Trường Sa) là lãnh thổ cố hữu của Trung Quốc và Trung Quốc kiên quyết phản đối các hoạt động xây dựng của các quốc gia liên quan trên các đảo và rạn san hô bị chiếm đóng trái phép, đồng thời sẽ thực hiện các biện pháp cần thiết để bảo vệ chủ quyền lãnh thổ và quyền hàng hải của mình."  Như vậy là sau báo cáo của AMTI, Biển Đông có thể sẽ khiến quan hệ Việt - Trung căng thẳng trở lại, trong lúc bang giao giữa hai nước đang trong giai đoạn nồng ấm. Tuy vậy, các nhà phân tích như Collin Koh, nghiên cứu viên cao cấp tại Trường Nghiên cứu Quốc tế S. Rajaratnam ở Singapore, cho rằng chỉ riêng quy mô của những đảo nhân tạo này sẽ không làm thay đổi cán cân chiến lược của khu vực. Theo các nhà quan sát, Hà Nội có thể sẽ coi các hoạt động nói trên là mang tính phòng thủ, củng cố các thực thể mà họ đã chiếm hữu để đáp trả nhiều năm mà Trung Quốc quân sự hóa các đảo mà Bắc Kinh đang kiểm soát. Nhà nghiên cứu Hoàng Việt cũng có nhận định tương tự:   “Chúng ta biết Việt Nam là một quốc gia kiên trì đấu tranh ở Biển Đông từ rất lâu. Nhiều năm trước, những năm 1980, Việt Nam cũng đã chịu nhiều áp bức từ phía Trung Quốc. Thế nhưng Việt Nam vẫn cố gắng và vẫn nghĩ có đầy đủ bằng chứng lịch sử, pháp lý để khẳng định chủ quyền của mình trên các đảo này. Cho nên Việt Nam hết sức bảo vệ. Hiện nay, quần đảo Hoàng Sa thì Việt Nam không thể giữ được nữa, nhưng ở quần đảo Trường Sa thì Việt Nam đã giữ khá nhiều cơ sở ở đó. Theo những con số mà của AMTI đưa ra,  phía Việt Nam cũng đã mở rộng rất nhiều và thứ nhất là sẽ khiến cho ngư dân Việt Nam an tâm hơn. Khi đánh bắt xa bờ, nếu có chuyện gì thì họ có thể quay về trở về để tránh bão. Thứ hai, Việt Nam cũng nghĩ rằng những công trình xây dựng trên biển hay bị hư hại, không giống như trên đất liền, cho nên Việt Nam cũng phải sửa chữa. Và thứ ba là Việt Nam cũng muốn thể hiện cho Trung Quốc thấy rằng Việt Nam mạnh mẽ nhắc đến chủ quyền. Tôi nghĩ rằng nếu chúng ta có đủ bằng chứng, đủ căn cứ pháp lý để xây dựng, thì tại sao không xây dựng?”   Tuy nhiên, theo nhật báo Hồng Kông South China Morning Post ngày 27/08, các nhà phân tích cảnh báo rằng việc Việt Nam mở rộng hoạt động xây dựng đảo ở Trường Sa “có thể làm gia tăng căng thẳng trong nội bộ ASEAN, khi các quốc gia thành viên và các bên có yêu sách đối nghịch nhau tìm cách cân bằng giữa tranh chấp chủ quyền với sự đoàn kết, thống nhất trong khối." Ngoài Việt Nam, các thành viên ASEAN khác là Philippines, Malaysia và Brunei đều có các tuyên bố chủ quyền đối lập, trong khi Bắc Kinh khẳng định chủ quyền đối với gần như toàn bộ Biển Đông.  South China Morning Post trích dẫn ông Tô Minh Sơn, nghiên cứu sinh tiến sĩ tại Đại học Quốc gia Úc, chuyên nghiên cứu về quan hệ quốc tế Đông Nam Á: cho biết: "Hà Nội sẽ kết hợp điều đó với việc ủng hộ các cuộc đàm phán về Công ước Liên Hiệp Quốc về Luật Biển (UNCLOS) và về Bộ quy tắc ứng xử  trên Biển Đông (COC), cùng với việc quản lý song phương một cách kín đáo với các bên có yêu sách khác, đồng thời duy trì các kênh liên lạc với Trung Quốc".  Ông Tô Minh Sơn nói thêm, mặc dù hoạt động nạo vét của Việt Nam "sẽ khiến việc truyền tải thông điệp của ASEAN trở nên khó khăn hơn [...] nhưng nó sẽ không chia rẽ khối này". Đồng thời ông lưu ý rằng các bên yêu sách khác như Philippines cũng tập trung vào hành vi của Trung Quốc. Việc thắt chặt quan hệ giữa Hà Nội và Manila - bao gồm đường dây nóng của lực lượng bảo vệ bờ biển và các giao thức phòng ngừa sự cố - có thể giúp cả hai quốc gia quản lý tốt các yêu sách chồng chéo, đồng thời thể hiện một mặt trận thống nhất hơn đối với Trung Quốc.  Còn theo nhận định của ông Vũ Lâm, một nhà phân tích chính sách và quan sát viên ASEAN, cũng được South China Morning Post trích dẫn, nhìn chung, Việt Nam “không muốn làm xáo trộn mối quan hệ với ASEAN, vốn vẫn là một trong những thành tựu về chính sách đối ngoại quan trọng nhất mà họ đã đạt được trong lịch sử gần đây".  Đối với chuyên gia Biển Đông Hoàng Việt, phản ứng của các bên tranh chấp khác trong khối Đông Nam Á sẽ chỉ có mức độ nào đó thôi: Chúng ta biết là giữa các nước Đông Nam Á vừa có hợp tác, vừa có đấu tranh. Có những điều mà chúng ta có thể hợp tác được, nhưng cũng có những điều mà chúng ta phải đấu tranh với nhau, như Philippines cũng có những cái đấu tranh với Việt Nam. Đương nhiên là giữa các quốc gia nhỏ thì nói chuyện dễ dàng hơn. Thực ra việc bồi lấp một số đảo này có lẽ không phải là vấn đề quá quan trọng. Việt Nam cũng đã bằng lòng với nhiều quốc gia rồi. Hiện nay cũng thấy ít quốc gia lên tiếng. Tôi nghĩ rằng cũng sẽ có một số quốc gia phản đối, nhưng phản đối có mức độ thôi, chứ còn đáng lo ngại nhất vẫn là từ phía  Bắc Kinh. Trung Quốc vẫn quen làm trùm khu vực rồi. Họ lớn, họ mạnh, cho nên họ là luật quốc tế. Thế nhưng quan trọng nhất là Trung Quốc lại không có cơ sở hợp lý để bảo vệ chủ quyền của họ trên Biển Đông. Trung Quốc đưa ra những lập luận hết sức là mơ hồ và trái với luật pháp quốc tế, như là đường 9 đoạn. Thế nhưng, việc này đã được đưa ra tòa  án quốc tế một lần rồi và nếu các quốc gia tiếp tục đưa ra tòa thì Trung Quốc cũng sẽ bị những phán quyết tương tự như vậy.  Trung Quốc nghĩ rằng làm mạnh như vậy thì họ có thể làm thay đổi cả thế giới. Tôi nghĩ sẽ khó đấy. Sức mạnh là sức mạnh, nhưng không phải lúc nào muốn là làm được, mà luật pháp quốc tế có giá trị của nó.”

As we speed towards the 4th quarter of 2025, some economic metrics in South East Asia are trending towards nervousness. Air travel capacity is a primary case study, where the year-on-year data is mostly positive (look away now, Indonesia), but the ASEAN and APAC regions (overall) are still playing catching from 2019... all those pre-Covid years ago. Plus, on our weekly travel news roundup, Gary and Hannah journey across ASEAN to discuss the top talking points in Malaysia, Indonesia, Thailand, Cambodia, the Philippines and Timor Leste. En route, we discuss the devastating flooding fallout in Bali, 'brownouts' in Boracay, Koh Samui's controversial mega-bridge and the downbeat news that the Thai-Cambodia border "will not be reopened soon." To salve the sense of gloom, we finish by keeping our fingers crossed that Timor Leste will be admitted as the 11th member of ASEAN - although no-one seems quite sure.

This week we look at the fallout from the Charlie Kirk assassination;  Yes Minister; Students in Amsterdam;  the Oxford Union President; Mental Health worker in Australia;  Borussia Dortmund;  AI books exploit death;  What does the London March mean?  Sir Trevor Phillips; Net Zero in Australia; Andrew Hastie;  the growth of ASEAN; The Decline of Germany; Theresa May on Euthanasia; Christians slaughtered in the Congo; Banning Prayer in New South Wales; Finnish school pupils v English Uni students;  'Man Overboard' banned; Danny Kruger joins Reform; Star Trek bissexuality; Robert Redford;  and the Last Word, with music from BJ Thomas; Sons of Korah;  Don Mclean;   REM;  The Rolling Stones;  Prelude;  Blink; 

- Thủ tướng Chính phủ ban hành chỉ thị về tổ chức bầu cử đại biểu Quốc hội khoá 16 và Hội đồng nhân dân các cấp nhiệm kỳ từ năm 2026 - 2031.- Phát biểu tại Phiên toàn thể lần thứ nhất Đại hội đồng Liên nghị viện các quốc gia Đông Nam Á (AIPA) lần thứ 46, Chủ tịch Quốc hội Trần Thanh Mẫn khẳng định thông điệp, Quốc hội Việt Nam tiếp tục sát cánh với AIPA để biến tầm nhìn và khát vọng của ASEAN thành hiện thực.- Cán bộ nghỉ việc do tinh gọn bộ máy có thể nhận 24 tháng lương.- Bộ Giáo dục và Đào tạo lấy ý kiến về việc bỏ xét tuyển Đại học bằng học bạ.- Nước ta lần đầu có vắc xin cộng gộp thế hệ mới 4 trong 1, phòng cùng lúc bệnh sởi, quai bị, rubella và thủy đậu- Hơn 250 cuộc biểu tình dự kiến sẽ diễn ra trên khắp nước Pháp phản đối dự thảo ngân sách năm 2026 của chính phủ.-Cuba thiệt hại hơn 100 tỷ đôla do lệnh cấm vận của Mỹ trong hơn 6 thập kỷ qua.

Bringing nations together to maintain peace and security and raise living standards for all seemed a utopian idea in the early 20th century. Still, geopolitics, economics and vision by world leaders eventually came together to make it a reality. But what happens when the great powers that have been supporting the multilateral system decide it's not working for them anymore? Danny Quah has studied the increase in global economic tensions and sees the rising East as an important factor. Quah is the Li Ka Shing Professor of Economics at the National University of Singapore. In this podcast, he says that while economics and geopolitics worked together to build the multilateral rules-based system, they are now working together to break it apart. Transcript: https://bit.ly/4grrx9n  Read the article in Finance & Development magazine: IMF.org/fandd

Chris Clague, an Associate Fellow at the IISS and an independent advisor on trade and supply chains, discusses recent trends in China-ASEAN trade and investment flows, and how they may be affected by US President Trump's tariff policies.(00:00) - Introduction (02:04) - Overview of China/ASEAN trade and investment (06:26) - Transshipments (09:57) - Transshipment tariffs effect on China's investment (12:54) - China+1 strategy (14:58) - Top destinations and sectors for Chinese investment (17:35) - China's role in global supply chains (20:37) - How will ASEAN manage a surge in imports from China? (24:13) - Conclusion

The 22nd China-ASEAN Expo in Nanning gathers 3,200 enterprises from 60 countries, spotlighting New Quality Productive Forces through new themed exhibitions and trade activities (01:02). Israel has expanded a ground offensive in Gaza City, while the international community, including China, the EU, and several countries, condemns the attacks and urges ceasefire (20:17). China has entered the top 10 of the 2025 Global Innovation Index, ranking 10th for the first time (39:57).

This panel will present Malaysia as a compelling investment destination, showcasing how a resilient economy thrives on a deep and liquid capital market. Discussions will explore Malaysia's investment track record, growth potential, and long-term value creation, all grounded in strong governance, international best practices, and a robust investor protection framework. These strengths reinforce investor confidence and underscore Malaysia's reliability as a trusted gateway into ASEAN's dynamic economy—aligned with Oman Vision 2040's goals of economic diversification, sustainability, and enhanced global partnerships.Moderator:Bilal Parvaiz, CEO, Standard Chartered Saadiq MalaysiaPanelists:Azman Mokhtar, Chairman, MIFC Leadership CouncilFad'l Mohamed, CEO, Bursa MalaysiaProfessor Dr Aznan Hasan, Shariah Advisory Council, Securities Commission MalaysiaAzizah Mohd Yatim, CEO, CGS International Securities MalaysiaSaif Shawqi, Director, Fitch Ratings

-Thủ tướng Phạm Minh Chính yêu cầu bảo đảm giải ngân 100% vốn đầu tư công năm 2025, nâng cao chất lượng đầu tư, không để xảy ra tham nhũng, tiêu cực, lãng phí.- Dự phiên họp Ban Chấp hành Đại hội đồng liên Nghị viện ASEAN lần thứ 46, CTQH Trần Thanh Mẫn khẳng định, đoàn Việt Nam ủng hộ, hợp tác chặt chẽ với Quốc hội Malaysia và các Quốc hội thành viên liên minh, tích cực đóng góp vào thành công chung của Đại hội đồng 46.- Đại hội đại biểu Đảng bộ thành phố Đà Nẵng lần thứ nhất và  Đại hội đại biểu Đảng bộ tỉnh Cao Bằng lần thứ 20.- Israel mở đợt tấn công bộ quy mô lớn vào Thành phố Gaza, được đánh giá dữ dội nhất trong gần hai năm xung đột. Liên minh châu Âu dự kiến áp đặt gói trừng phạt mới đối với Israel.- Ước tính khoảng 16.500 người thiệt mạng do nắng nóng trong mùa Hè 2025 ở châu Âu.

VOV1 - Năm nay, Việt Nam tiếp tục có đông đảo doanh nghiệp tham dự hội chợ với gần 200 gian hàng, sản phẩm đa dạng trong nỗ lực mở rộng thị trường, tăng cường kết nối với Trung Quốc, các nước ASEAN và nhiều quốc gia khác.

Chinese Vice President Han Zheng will address the opening ceremony of the China-ASEAN Expo in Nanning on Wednesday. China says it hopes to work with the Association of Southeast Asian Nations to build a closer Community with a Shared Future.

VOV1 - Từ năm 2022, Trung tâm CAMEX tại Nam Ninh, Quảng Tây, Trung Quốc ra đời, trở thành cầu nối thương mại hai chiều, giúp doanh nghiệp ASEAN tiếp cận thuận lợi vào thị trường Trung Quốc đồng thời là cửa ngõ quan trọng để doanh nghiệp Trung Quốc mở rộng sang các nước trong khu vực.

A version of this essay was published by rediff.com at https://www.rediff.com/news/column/rajeev-srinivasan-us-farm-distress-real-reason-for-trumps-tariff-tantrums/20250916.htmThere is breaking news that the trade talks between the US and India are on again. This means I was probably right that the harrumphing by President Trump and company was an opening gambit meant to soften India up for a deal that was beneficial to the US.The whole “India is funding Russia's war effort by buying oil” meme sounded like a red herring right from the beginning, because of the very many reasons why it is not true. Now the real underlying reason behind the full-court press by Trump aides Navarro et al seems to have surfaced: it is to strong-arm India into rescuing the American farmer.It was an off-hand comment by an aide that gave away the farm (so to speak): US Commerce Secretary Lutnick's assertion that India does not buy any corn from the US, in a September 14th interview to a US TV channel called Axios. Now this puts a whole new spin on things, because there is a crisis in US farming. No nation can afford to hurt its farmers, for both commercial, and perhaps more importantly, social and cultural reasons. We have seen how Japan subsidizes its uncompetitive rice farmers because rice is so central to its traditional culture. We have seen (at least in the days when I still used to read the magazine) the Economist commenting on “wine lakes” and “butter mountains”, that is, excessive production of agricultural products in Europe. Much the same in the US.If you over-produce, you need to find a buyer. That is the crux of the matter right now: the US used to sell 24 million metric tons of soyabeans, for example, to China every year, but after the tariff threats against it, China entirely switched its purchases to Brazil. So there's a “soy mountain” in the US, and bankruptcies are mounting. This is serious. On the one hand, the US has lost its pre-eminence in industry to China through foolishly allowing the slipping away of its entire productive capacity to that country in the pursuit of the elusive “China price”. Now, it is on the brink of losing its pre-eminence in agriculture as well, and that can lead to the loss of food security, and a host of other, surprisingly large, side-effects. I summarized the whole problem in a tweet:It is indeed a systemic problem with many unintended consequences. On farm distress, there are several indicators: increased bankruptcies and farm liquidations/auctions, reduced farm loan repayment rates, and lower values for farmland, although farm profits have gone up temporarily because of US Department of Agriculture ad-hoc aid, not higher prices.There are several reasons for this collapse: but the biggest is buyer power. Because of over-production and global surpluses, prices have fallen for many crops; and as mentioned above, the wholesale move of Chinese demand away from the US has left overflowing silos with no prospect of sales in sight. Result: prices fall sharply.I have often felt that buyer power (one of Michael Porter's famed “Five Forces”) is underestimated by many. Here it is in action. India seems to not understand that it is a big buyer of many commodities, and that gives it market power; so exercise it. On the contrary, India seems to view itself as a supplicant to big sellers. Not quite.What the US appears to be doing is to force India to be “the buyer of last resort”, on whom their products can be dumped: after all, I suspect the idea is, 1.4 billion people have to eat something, so why not eat American corn? There's a certain perverse logic to this, especially if you remember the PL-480 days when American corn was indeed an emergency food supply to food-deficit India: cornflour is to this day called “American mav” in Kerala. But I am pretty sure Lutnick has no idea of all this.What is exercising the Trump lot is the fact that most of the farms are in solidly-Republican midwestern states (Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, Wisconsin). I remember driving through many of them on a 4,000-mile Boston-San Francisco road trip: there's nothing but cornfields for miles and miles. And they could be a disaster for Trump in the mid-term elections in 2026.Conversely, it does not occur to Trump aides that no Indian politician can afford to alienate his small farmers by bringing in American farm products, not to mention the cultural sensitivity to dairy products from er… non-veg cows. In an India that is largely self-sufficient in foodgrains these days, there is very little benefit in buying large quantities of foreign products. As an example, imports of oilseeds from ASEAN has decimated coconut farmers in Kerala.The Iowa governor has been in India twice, once in late 2024, and once just last weekend, trying to induce Indians to buy corn. Similarly, the governor of Nebraska was in Japan this month trying to sell them ethanol from corn. This is interesting: I wonder if the sudden enthusiasm in India for E20 ethanol blended petrol has something to do with US pressure.I am not a fan of ethanol blended petrol, because I think hybrid electric-petrol vehicles are a safer, better-tested alternative. But if the GoI is intent on E20, it may be better to buy corn ethanol from the US than to over-exploit water resources in India to grow sugarcane for the same. And maybe, just maybe, it will get Trump to back off from the shrill tariff cacophony.But to go back to my tweet above, there are a lot of other reasons for India to be wary of American farm products. The gigantic subsidies in the US Farm Bill (of the order of $20 billion a year) encourages farmers to over-produce (corn mountains for example). This ends up being converted to High-Fructose Corn Syrup, which is then added to virtually every food product: just read the labels in US supermarkets.I personally have seen the obesity epidemic in the US from the 1970s: people have become grossly fat, and diabetes levels, especially in inner-city ghettos of black and brown people, have gone through the roof as a result of all this sugar. #BigFood, that is all the packaged-food companies and fast-food companies, have engendered this transition, partly because of grossly manipulated "scientific" studies that blamed saturated fat and cholesterol.The culprit, it turns out, was always excessive sugar in the diet. But in the meantime #BigMedicine and #BigPharma took full advantage by selling statins as cholesterol-lowering drugs, and now the new panacea is Ozempic-class weight-loss drugs. However, objective studies show that despite the US spending enormous amounts on healthcare (about 20% of GDP), the health outcomes are mediocre, and often worse than other high-income countries.None of this makes it a good idea to import US farm products wholesale. What is worse, though, is the agricultural ecosystem which includes Genetically Modified Organisms. It depends on large-scale use of chemical fertilizers and pesticides. The Terminator Seed is terrifying: a Monsanto can turn off next year's crop by refusing to sell new seeds, which is literally the “kill switch”. What you harvested this year will not germinate! Fiendishly clever, indeed!Given all this, and despite the critical importance of agri-products in both US politics and economics, it is a bad idea for India to be bullied into taking the stuff on board. India would be buying new problems, and its native intellectual property is what needs to be husbanded.There has already been tremendous erosion or digestion without recompense of these valuable IPs. A lot of traditional Indian rice variants have been spirited away to the International Rice Research Institute in the Philippines; similarly A2 zebu, humped Indian cattle, have been decimated in India by Amul and others importing A1 Jersey-type cattle. Ironically zebu breeds like Bramah are thriving in Texas, Brazil etc. No need to let IP loss happen again.It remains my belief that agricultural and dairy products are a red line for India that no Indian politician can cross. Sorry, Secretary Lutnick.Here is the AI-generated Malayalam podcast from notebookLM.google.com:1375 words, 15 Sept 2025 updated 16 Sept 2025 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

Episode #396: “There is no other issue in Thailand that has this long of a history of civil society engagement like Myanmar.” With these words, Thai humanitarian worker and activist, Mic Chawaratt, discusses the decades-long relationship between Thailand and Myanmar regarding displacement, refugee management, and civil society aid. He traces Thailand's security-driven approach to Myanmar refugees from the 1980s to today. Despite not signing the 1951 Refugee Convention, Thailand has hosted large populations displaced by conflict and political repression, though often without offering any legal recognition. He notes how the official response has been spotty, and Thai civil society, not the government, has largely shouldered the responsibility, building what Mic calls a “parallel system” of humanitarian care. After the 2021 coup, this system has been tested further by surging refugee numbers and increased repression. He criticizes Thailand's “proxy diplomacy,” which masks quiet support for the junta while sidelining the National Unity Government. ASEAN, too, comes under fire for its inaction. Meanwhile, new crises—such as scam centers exploiting vulnerable migrants—intersect with old ones, creating deeper humanitarian challenges. In closing, Mic takes a bird's eye view of the challenge, calling for a shift from emergency response to long-term infrastructure: education, healthcare, and legal protections. He also stresses the need for humanitarian organizations to listen to the refugees' own voices and safeguard their rights while highlighting the reality of burnout and donor fatigue. And as Thai politics shift rightward, he urges vigilance to protect civil society space and regional solidarity. “The story of Myanmar is also the story of Thailand,” he concludes. “We cannot separate them. Our futures are bound together.”

Global order is shifting - how can Southeast Asia seize opportunity amid uncertainty? Hosted by Michelle Martin with Prof Alfred Schipke, Professor of the Practice of International Finance at the Lee Kuan Yew School of Public Policy and Director of the East Asian Institute at NUS. Ahead of the FutureChina Global Forum’s Opening Plenary, Prof Schipke shares insights on China’s economic balancing act, weak demand, and property overhang. He explores ASEAN’s role as a neutral investment harbour in a fractured global landscape. From tariffs reshaping supply chains to China’s AI and digital ambitions, what lies ahead for policy and business leaders? Hear what 600 delegates at FCGF 2025 will be asking as the world in flux redraws opportunities and risks.See omnystudio.com/listener for privacy information.

September is historically a slow month for travel news in South East Asia. With the October Golden Week imminent, followed by the peak November-February tourism season, it's usually a period to reflect and prepare. Not this year. Political upheaval and economic instability in ASEAN's two largest economies, Indonesia and Thailand, are front-page news. Events in both nations have the potential to influence the end-of-year travel season, not least in Thailand where an enforced national election is likely. Meantime, Gary and Hannah assess Malaysia's latest positioning statement for its biggest ever 12-month national tourism campaign in 2026. Phnom Penh inaugurates Cambodia's much hyped new Techo Airport. And Vietnam's buoyant tourism economy enjoys a further boost during National Day. Plus, why are consumer trade shows an even bigger deal than normal in 2025 in Malaysia, Singapore, Vietnam and the Philippines? All this and more in our weekly travel and tourism news roundup.     

- Chủ tịch nước Lương Cường và phu nhân chủ trì chiêu đãi cấp Nhà nước Toàn quyền Australia Sam Mostyn và phu quân cùng đoàn cấp cao Australia đang có chuyến thăm cấp Nhà nước đến Việt Nam.- Thủ tướng Phạm Minh Chính yêu cầu các bộ, ngành và địa phương hành động thần tốc, quyết liệt hơn nữa, đẩy nhanh triển khai các dự án hạ tầng giao thông, sớm đưa những công trình trọng điểm vào khai thác, phục vụ phát triển đất nước.- Hôm nay khai mạc Đại hội Đảng bộ tỉnh Quảng Ngãi lần thứ nhất, nhiệm kỳ 2025 – 2030. Đây là Đảng bộ trực thuộc Trung ương đầu tiên của cả nước tiến hành đại hội.- Các nước trong khối ASEAN thông qua Kế hoạch hành động về phòng chống tội phạm xuyên quốc gia.- Bất chấp sự phản đối của cộng đồng quốc tế, quân đội Israel tiếp tục tấn công nhằm vào các thủ lĩnh của phong trào Hamas tại Gaza và lực lượng Houthi ở Yemen. 

- Thủ tướng Phạm Minh Chính yêu cầu khẩn trương xây dựng báo cáo nghiên cứu khả thi dự án đường sắt Lào Cai – Hà Nội – Hải Phòng.- Cục Thuế giới thiệu bộ 3 cuốn Sổ tay điện tử hỗ trợ người nộp thuế.-  Hội nghị Bộ trưởng ASEAN về Tội phạm xuyên quốc gia lần thứ 19 và các cuộc họp liên quan khai mạc tại thành phố Melaka, Malaysia.- Tổ chức Các nước Xuất khẩu Dầu mỏ và các đối tác (OPEC+) nhất trí tăng sản lượng khai thác dầu mỏ từ tháng 10 tới.- Chấm dứt chuỗi 41 vòng quay liên tiếp, Giải xổ số độc đắc Powerball trị giá 1,8 tỷ đô la Mỹ đã  có chủ nhân.

- Thủ tướng Phạm Minh Chính chủ trì Phiên họp Chính phủ chuyên đề xây dựng pháp luật tháng 9 để xem xét, cho ý kiến đối với 9 dự án luật qua trọng.- Việt Nam điều phối thành công Nghị quyết của Đại hội đồng Liên hợp quốc về Hội nghị cấp cao Phòng chống dịch bệnh.- Từ ngày mai sẽ thanh tra việc chấp hành pháp luật của các doanh nghiệp kinh doanh vàng.- Chuỗi bất ổn chính trị tại Pháp nối dài khi nguy cơ nước này thay đổi Thủ tướng lần thứ 5 trong vòng hai năm đang hiện hữu.- Trung Quốc thúc đẩy ký kết Hiệp định thương mại tự do thế hệ mới với các nước ASEAN muộn nhất vào cuối năm nay.

VOV1 - Hội nghị Bộ trưởng ASEAN về Tội phạm xuyên quốc gia (AMMTC) lần thứ 19 và các cuộc họp liên quan sẽ khai mạc hôm nay (8/9) tại thành phố Melaka, Malaysia.

当番組は、森辺一樹がグローバル・マーケティングを分かりやすく解説するPodcast番組です。 ビジネスパーソンを対象に、アジア新興国を中心としたグローバルビジネスに関する様々なナレッジやノウハウを番組ナビゲーターと共にお届けしております。 新刊はこちら » https://www.amazon.co.jp/dp/449565019X 定期セミナーはこちら » https://spydergrp.com/seminars/

With the August labour market having been released in the US, we provide a reaction on the data, alongside next week's CPI and potential political pressures which could influence the Fed. In Europe, we focus on the French confidence vote and the ECB meeting on Thursday. In Asia, we talk politics in Japan and ASEAN, and how this may impact central bank policy in the months ahead. Chapters: US: 01:56, Europe: 08:45, ASEAN: 14:54, Japan: 22:29.

Reuniting after more than a decade since their days in This Week in Asia Podcast from 2009, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, join us for a candid assessment of Southeast Asia's tech ecosystem evolution. In this raw conversation, Michael offers his unflinching perspective on what he calls the 'broken windows era' of Southeast Asian tech, arguing that recent alleged fraud cases like E-Fishery and Tanihub require serious consequences to restore investor confidence, while questioning whether the region was ever correctly modelled for Silicon Valley-style outcomes. Daniel shares his pivot from startup founder to search fund advocate, explaining his bullish view on acquiring profitable traditional businesses and reflects on whether the region's potential was genuinely unrealized or simply impossible to achieve. Together, they explore the shift from venture-backed unicorn dreams to bootstrap realities, debate work ethic of Southeast Asia founders in comparison with Chinese and Indian founders, and discuss why the future of Southeast Asian tech may lie in smaller, profitable exits rather than the massive IPOs once envisioned. "I think wealth creation here is very SME-focused." - Daniel Cerventus Lim "Basically whether, it's SME or startup, to me now it's just: can you build a profitable business?" - Bernard Leong "I have this philosophy that I think people don't agree with me, but we're in a broken Windows era of Southeast Asia and the only way in my opinion, the windows get fixed is if some of these people are behind bars." - Michael Smith Jr. Episode Highlights: [00:00] Quote of the Day by Daniel Cerventus, Bernard Leong & Michael Smith JR [00:59] Introduction: Daniel Cerventus and Michael Smith Jr. from the Generalists Podcast [06:00] Multiple alleged frauds in Southeast Asia: E-Fishery, Tanihub [09:57] Southeast Asia in "broken windows era" [11:26] Only exits from seed to Series A [11:47] B rounds virtually gone, A rounds endangered. [14:00] 50-100 million exits still viable [16:30] Malaysian crypto companies globally focused [19:25] Country expansion model in ASEAN doesn't work [23:02] Israel model: never think local market [24:15] Razer story: HP Mafia network backing [25:07] Supabase: not really Singapore capital, but globally successful [30:18] Chinese founders arriving with speed [31:19] Work ethic comparisons with India [32:34] Search funds emerging in Singapore [37:25] Mainstream media ignores bootstrap success [39:50] Search fund model targeting aging operators [41:21] SME vs startup distinction blurring [46:20] Hedge funds questioning regional companies [49:32] Unrealized vs impossible potential debate [51:07] Bangladesh ecosystem showing promise [53:20] Structural exit issues remain unsolved [54:31] Reset creating better founder discipline [55:40] Optimistic on Southeast Asia's startup ecosystem [57:21] Closing Profile: Michael Smith Jr., Tech Evangelist from Oracle & Co-Host, LinkedIn: https://www.linkedin.com/in/smittysgp/ YouTube: https://www.youtube.com/@TheGeneralistsPodcast   Daniel Cerventus Lim, semi-retired entrepreneur, Community Builder in Malaysia and TEDxKL founder. LinkedIn: https://www.linkedin.com/in/cerventus/ Facebook: https://www.facebook.com/groups/80164351656   Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

The Doers Nepal – Nepal's Longest Running Business Podcast   Global Trade, Local Impact: A Deep Dive into Nepal's Economic Future   What if the biggest shake-up in global trade is Nepal's once-in-a-generation opening? From US tariffs on India/China to our unique spot between two giants, this episode unpacks how Nepal can turn disruption into durable growth—today.   In this conversation, Bhupendra Khanal breaks down:     -How US tariffs are reshaping sourcing—and why he moved Dogsee Chew orders to Nepal   -Nepal's edge as a bridge between India & China and a gateway to the US   -The playbook to make Chhurpi a global Nepal brand (certifications, capacity, market access)   -Value addition vs. “routing” (how to avoid the Vietnam penalty)   -Why FTAs (EU, Japan, ASEAN, etc.) matter more than temporary tariff perks   -Fixing the informality trap: tax base, SOPs, and formal economy growth   -Smart ways to manage a future US trade surplus (ethanol, machinery, aviation policy)   -Capital surplus in banks, phased convertibility, and investing abroad   -Mindset: moving from self-doubt to pro-Nepal confidence and entrepreneurship as value creation   Whether you're a student, operator, or founder, this episode gives you a strategic lens—and concrete steps—to play bigger from Nepal.  

Vietnam and South Korea have "visa-easing tricks up their sleeves" as China's October Golden Week nears. And, with two-thirds of 2025 completed, attentions are turning to the peak end-of-year travel season across Asia. That's the backdrop for a frenetic month of travel activity region-wide in August. For our regular monthly round-up, Gary and Hannah travel around ASEAN with stopovers in Thailand, Cambodia, Malaysia, Vietnam and the Philippines, plus China and South Korea. Along the way, we discuss Vietnam's new 2025 arrivals target, plus Airbnb's big numbers to argue its economic value across APAC markets. Kuala Lumpur talks airport terminal inter-linkage and Thai Vietjet announces ambitious expansion plans, while the financial costs of the Thailand-Cambodia weigh heavily in both countries. Finally, could senior tour guides in the Philippines herald a new era of engaging mature tourism professionals to service travellers from ageing source markets? .

John Pang joins Teen from Kuala Lumpur to catch up on world affairs, especially the growing importance of Southeast Asia and the way ASEAN is becoming the hub of a new world order. Part 1 of 2 For Part 2 and bonus episodes: patreon.com/planamag