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.
Capital controls: a catch-22 for Asian private equity
In this in-house report we explore how US and China’s tightening of outbound capital is fundamentally changing private capital operations across Asia.
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.
Asia’s coal conundrum
In this report, we look at how the Middle East conflict has pushed Asian economies to deepen their coal dependence, amid disruption in global energy supply chains.
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.
Growing tariff uncertainty in Asia
How Asian businesses are reacting to US tariffs and preparing for for a high-tariff environment.
Soyabeans in the trade war
Unravelling the shift in soybean trade between US and China, and why Brazil is gaining ground as China’s supplier.