The Next Step of Thailand’s Telecommunications Market Post-Spectrum Auction

In the June 29, 2025 spectrum auction, AIS and True acquired previously leased frequency bands, enhancing their service continuity and reducing costs. The auction raised concerns about unallocated bands limiting service quality and impacting national digital infrastructure development, necessitating competitive market policies.

ESG Country Weekly Digest: Indonesia’s Anti-Illegal Mining Operation Will Face Obstacles

Key View In this weekly article, we outline the implications of Indonesia’s…

Singapore’s 2026 Growth Forecast Revised Down

Key View We maintain our 2025 growth forecast at 2.5%, with exports…

Exporting fiscal dominance: Trump 2.0 and global economic risks

As Trump anticipates a second term, economic nationalism and fiscal dominance threaten central bank independence, impacting the U.S. dollar’s standing. Global ramifications could follow, pressuring emerging markets like Argentina and Turkey, and highlighting Thailand’s need for fiscal discipline and central bank integrity.

India: GST Reform Will Offset Growth Drag From 50% ‘Reciprocal’ Tariffs

Key View US ‘reciprocal’ tariffs on Indian goods rose to 50% on…

Singapore’s New Energy Standard To Accelerate Green Data Centre Investments

Key View Singapore’s new data centre energy standard will likely accelerate sustainability…

Protests In Indonesia Likely To Continue Despite Government Concessions

Key View Concessions made by President Prabowo Subianto are unlikely to be…

Mitsubishi’s Withdrawal in Japan Underscores Asia’s Offshore Wind Financing Challenge

Key View Mitsubishi’s exit from offshore wind projects underscores the financing challenges…