Commentary

Forecasting Trump’s Impact on Southeast Asia

Key Takeaways

  • 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.

Related Posts

Han Lin in Bloomberg: ‘Hong Kong is still an easier place to raise large amounts of capital’
Han Shen Lin, China Country director for business consultancy The Asia Group. stated “Mainland China IPO approvals have been episodic ...
George Chen in CNBC on the lack of China mentions in Trump’s State of the Union speech
In order to maintain that relationship, Trump plans to visit Beijing from March 31 to April 2, the first trip ...
The Big Picture: India’s AI Trajectory — From Consensus to Capability
Overview Last week, New Delhi hosted the India AI Impact Summit 2026, a five-day global convening on AI that drew ...
Scroll to Top

You Are Applying For:

Forecasting Trump’s Impact on Southeast Asia

Apply Now

Submit the details below, and our HR team member will get in touch with you shortly.

The Asia Group is an equal opportunity employer where an applicant’s qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law. The Asia Group continually seeks to diversify its staff, particularly to broaden opportunities for individuals from demographic groups that are historically underrepresented in the strategic advisory profession.

"*" indicates required fields

1Personal Details
2Questionnaire & Application Materials
3Voluntary Self Identification
This field is for validation purposes and should be left unchanged.

Personal Details

Name*
Address*