ASEAN: Finding Growth in a Fragmented World

Timestamps
01:39 Will ASEAN's growth hold up in 2025 and 2026
09:00 Fed and ASEAN Monetary Policy Easing
15:15 Where in ASEAN is domestic demand most resilient?
23:00 Rising FDI and Manufacturing Supply Chain Shifts
29:00 Data Centre Investment Boom
36:00 Electronics Export Recovery
43:28 Tourism’s Uneven Recovery
51:30 China’s Stimulus & Commodities
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