이 팟캐스트 소개 🔗
**SEA Weekly** brings you an audio version of the SEA Weekly newsletter by Chloe Tan and Miguel Santos, analyzing the major events and developments reshaping Southeast Asia's digital economy and industrial landscape each week.
Rather than surface-level recaps, these episodes dig into the underlying patterns: the infrastructure being built beneath consumer apps, the supply chains powering regional manufacturing, the regulatory frameworks governments are writing, and the flows of capital and FDI reshaping Southeast Asia.
Read the series at https://expertlinked.in/tags/southeast-asia/
Rather than surface-level recaps, these episodes dig into the underlying patterns: the infrastructure being built beneath consumer apps, the supply chains powering regional manufacturing, the regulatory frameworks governments are writing, and the flows of capital and FDI reshaping Southeast Asia.
Read the series at https://expertlinked.in/tags/southeast-asia/
최신 에피소드 🔗
Emily Chen sits down with Chloe Tan for a focused look at what October is really testing across ASEAN. The episode stays with the budget-allocation fight - Indonesia's rupiah warning, Malaysia's line-item test, the Philippines' reallocation choices, and Thailand's temporary household bridge. The th…
이전 에피소드 🔗
Emily Chen is joined by Chloe Tan for a month-end close on what September actually rewarded across ASEAN. Most of the episode stays with credit transmission, export execution, and bounded frontier capacity, then briefly steps out to Timor-Leste travel and the week's artificial intelligence cost-dis…
Miguel Santos joins Emily Chen for a week-three decision memo on what late September is actually rewarding across ASEAN. Most of the episode stays with the Saturday SEA Weekly thesis that capital access is now the filter for execution, then briefly steps out to the week's artificial intelligence br…
Chloe Tan joins Emily Chen for a week-two reset on what September demand is actually worth once trade finance, hedging, supplier discipline, and execution risk are priced honestly. Most of the episode stays with the Saturday SEA Weekly thesis, then steps out to Iloilo-Guimaras travel and ASEAN spor…
Miguel Santos joins Emily Chen to map the part of ASEAN's factory story that sits below the announcement layer. This episode argues that fourth-quarter manufacturing wins now depend on who can keep finance, utilities, compliance, and shipment timing aligned at the same time.
The conversation also p…
Week 4 of August brought the clearest read yet on what still holds pricing power across Southeast Asia. Chloe Tan joins Emily Chen to explain why the real signal is no longer the first fare, room rate, or allocation decision, but whether that first yes leads to a second purchase.
Along the way, the…
Week 3 of August showed ASEAN's smaller markets no longer being judged by momentum alone. Miguel Santos joins Emily Chen to explain why the region's real divide now sits in capital usability: who can turn first access into repeat financing, repeat travel, and repeat trade.
Along the way, they pull …
Week 2 of August showed ASEAN no longer moving through one clean second-half cycle. Policy credibility, household spending, and live-event monetization are now telling different truths at the same time.
Chloe Tan joins Emily Chen to explain why that split matters, and why this week's Siem Reap feat…
Week 1 of August sharpened ASEAN's demand story instead of simplifying it. Travel yield is still clearing in premium lanes, but the harder read now sits underneath the glossy traffic numbers, in household trade-offs and in the buffers banks still refuse to release.
Chloe Tan joins Emily Chen to rec…
July taught ASEAN how expensive movement can be. The last week of the month added a sharper lesson: freight stress is still the floor, but the cleaner upside is starting to move toward services that can still price time, certainty, convenience, and trust.
Chloe Tan joins Emily Chen to wrap the fina…
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