Pinned Tweet
Will Trump tariffs accelerate supply chain diversification? We argue the impact will be quite the opposite. Investments will slow to a crawl amid skyrocketing uncertainty.
open.substack.com/pub/asiade…
Asia Decoded retweeted
This was our most read opinion piece for the week.
Japan's China derisking has lessons for Southeast Asia
s.nikkei.com/4echdCb
Asia Decoded retweeted
Japan's China derisking has lessons for Southeast Asia s.nikkei.com/4z4sbSj
Asia Decoded retweeted
As diplomatic tensions between Tokyo and Beijing drag on, I examine what Southeast Asia can learn from Japan’s long-drawn efforts to derisk from China in my latest op-ed for @NikkeiAsia . Japan's experience offers a lesson, a warning and some guidance for SEA in my view.
Japan's China derisking has lessons for Southeast Asia s.nikkei.com/4z4sbSj
Asia Decoded retweeted
In conversation with Radio RTHK on the Trump-Xi summit, mid-terms, rising yields and inflation
rthk.hk/radio/radio3/program…
Asia Decoded retweeted
A timely conversation on China's future growth strategy and its implications for the rest of the region at @Conferenceboard Asia's Reimagine Asia 2026: People and Business
@AsiaDecoded
Asia Decoded retweeted
A timely discussion with experts across the region on the impact of the continued closure of the Hormuz on households and businesses in Tokyo @KAS_Japan
Asia Decoded retweeted
This week, KAS SOPAS gathered experts in Tokyo to examine the Strait of Hormuz crisis, energy security & shifting FDI.
Glad to welcome Philip M.A. Hoffmann MdB for the seminar & local briefings!
All info & 📸: kas.de/en/web/japan/veransta…
Asia Decoded retweeted
China has recourse to more tools than tariffs if it choses to pressure ASEAN on US trade deals. It can quitely make it costlier for Chinese businesses to operate in Indonesia.
Fulcrum Commentary by Luna Ge Lai and Maria Monica Wihardja - A new Indonesia-US agreement on reciprocal trade is likely to harm China’s interests. But China’s response has so far been restrained, even though it is not without remedies in its toolbox. fulcrum.sg/beijings-restrain…
Asia Decoded retweeted
A bold move by Singapore to shore up its fertility rate and future human capital. Few countries have the fiscal firepower to match its latest child support package, that promises upto $70k for each child till 17 years.
straitstimes.com/opinion/why… @jbhavan
Asia Decoded retweeted
From @andrewrsorkin’s book 1929. Reminds me a bit of the KOSPI crash: no-one knows what started it
Asia Decoded retweeted
Why are investors cooling on India? @CapEconomics’ Shilan Shah unpacks the disconnect between India’s robust growth and weak foreign investments with @Pri_Kishore
youtu.be/K_a3zzB9PjY?is=s4CJ…
Why are investors cooling on India? @CapEconomics’ Shilan Shah unpacks the disconnect between India’s robust growth and weak foreign investments with @Pri_Kishore
youtu.be/K_a3zzB9PjY?is=s4CJ…
Asia Decoded retweeted
Vietnam, Philippines and Sri Lanka are now upper-middle income countries
Vietnam, Philippines raised to World Bank’s upper-middle income status bit.ly/44bS6Kv
Asia Decoded retweeted
It’s open it’s not 😏
A day after the country’s foreign minister announced that the strait was open, the Islamic Revolutionary Guard Corps fired on at least two commercial ships in the Gulf
Asia Decoded retweeted
Rather than responding in kind, Asian economies grappling with US protectionism and Chinese excess capacity should focus on addressing the root causes of their own manufacturing weakness, @Pri_Kishore argues.
bit.ly/4dy2GBi
Asia Decoded retweeted
Faced with moderating demand in the West and a consumption slump at home, China has aggressively redirected exports to Asia as it has grappled with excess capacity, notes @Pri_Kishore.
bit.ly/4dy2GBi
The IMF's classification of the INR regime to a 'crawl-like arrangement' highlights the inherent conflict between how the RBI describes the exchange rate system and how it manages it, argue @Sasi_Gopalan11 and Ramkishen Rajan in a guest commentary
open.substack.com/pub/asiade…
Asia Decoded retweeted
Asian countries that have secured access to Strait of Hormuz
China
India
Pakistan
Bangladesh
Malaysia
Thailand
Japan
Philippines
Traffic is still a small fraction of pre-war levels highlighting unpredictability of the arrangements
Asia Decoded retweeted
Replying to @smartkarma @Pri_Kishore
If you found this useful:
∙ Pls 💚 or 🔁
∙ Follow us for updates 🙏
Smartkarma subs can continue reading:
smartkarma.com/insights/asia…
6x




















