Indonesia's central bank now faces simultaneous pressure from a geopolitical shock, two sovereign rating downgrades, capital outflows, and rupiah weakness approaching crisis-era levels. Bank Indonesia's March 17 hold is the opening frame of a more complex monetary story.
Philippine digital banking is getting more competitive. Salmon Bank's recapitalization is one of the clearer signals that challenger banks are playing a long game.
With a MAS licence secured and a headquarters set to open, EBANX is building the regulatory and operational foundation for its next phase of APAC expansion.
Manila is in parallel talks with Indonesia on coal supply and with First Gas Power Corporation on uncommitted domestic gas volumes as it manages an LNG supply shock with no single domestic fix.
Vietnam's annual power investment requirement exceeds $27 billion through 2030 under the Revised PDP8. The GE Vernova HVDC plant is among the first foreign manufacturing investments calibrated to that infrastructure scale.