Trends expanding commercial opportunities in Southeast Asia are endogenous to the region and will continue during a second Trump administration.
Geopolitical factors will likely accelerate the diversification of supply chains that has favored Southeast Asia, particularly for semi-conductors and cutting-edge technologies.
Southeast Asia will continue to pursue the clean energy transition, albeit at a more measured pace than initially anticipated, with opportunities in clean energy, critical minerals, and EVs expanding.
Digitization of Southeast Asian economies will accelerate, fueling the need for data centers, secure systems, and digital infrastructure.
The region’s economies could be damaged by proposed tariff increases, but almost all Southeast Asian leaders have assets to influence Trump for relief.
“It’s a high-stakes summit with low expectations but the symbolism matters,” said Han Lin, China Country Director, The Asia Group. ...
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