The Build-Out (Issue 4)
This October 2026 newsletter, explores the global EV market and how new developments may impact China’s ambitious EV agenda, requiring Chinese OEMs to increasingly compete on quality and localisation, rather than pure price in markets like Southeast Asia and Latin America.
Cargo & Capital (Issue 4)
In this September 2026 edition, we examine the impact of the US’ ongoing retreat from global alliances, in particular, Asia-Pacific and its Quad Alliance partners.
Cargo & Capital (Issue 3)
In this August 2026 edition, we examine how geopolitical fragmentation is accelerating a new defence investment cycle and driving the uptake of AI and renewables as key strategies.
The Build-Out (Issue 3)
A monthly self-published bulletin that looks at factors such as critical minerals, chips, energy, infrastructure and the supply chains powering Asia’s digital economy.
Cargo & Capital
A self-published monthly bulletin, that looks at how geopolitics and policy are redrawing Asia’s trade, capital and wealth flows.
The Build-Out (Issue 2)
A monthly self-published bulletin that looks at factors such as critical minerals, chips, energy, infrastructure and the supply chains powering Asia’s digital economy.
Asia’s sovereign debt burden
A self-published report, examining the rising debt burden on Asian economies, and the choices facing Asian finance ministers.
Water, water, everywhere?
A self-published report on how water, often an overlooked resource is fast becoming the defining risk to Asia’s industrial and digital ambitions.
Tech giants move on Asia
A feature for the Economic Development Board of Singapore on why AI giants are increasingly using Singapore as a springboard to innovate and commercialise.
Building innovation in Singapore
A feature for the Economic Development Board of Singapore that looks at how neutrality, a robust R&D ecosystem and talent make the city-state a magnet for multinational companies aspiring to innovate.