Vietnam
The supply chain’s newest favorite alternative to China, absorbing factories and foreign investment faster than its roads, ports, and power grid can keep up.
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Jul- 2026 -18 JulyCapital
Philippines has the laws. It needs the ports and power plants.
With $170 billion in infrastructure spending and tax breaks stretching 40 years, Manila is racing Vietnam and Malaysia to convert legislative reform into functioning factories before boardrooms lock in capacity…
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15 JulyEarth
Southeast Asia is building nuclear reactors for AI data centres
Vietnam's prime minister met a Swedish SMR developer in 2025, signalling a historic shift: governments are now treating nuclear not as national baseload but as dedicated infrastructure for hyperscale computing…
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15 JulyCapital
Half of Asia’s shippers just fired their logistics provider
A Dimerco survey of 180 Asia-Pacific shippers finds 42% switched providers in the past year, driven by freight rates still 276% above pre-crisis levels and monthly delays now treated as…
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15 JulyTech & AI
Vietnam’s new data law bans exports, defying its own trade deal
The Ministry of Public Security's proposed Law on Data Security would require prior approval for transfers of 'important' data and ban 'core' data exports entirely, stacking atop three existing regulations…
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14 JulyCompass
Vietnam’s new luxury hotels promise more rooms than roads can handle
Accor and Sun Group will add 5,300 keys across Phu Quoc and Danang by 2031, but infrastructure in key areas still lags behind construction timelines.
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14 JulyLife & Health
Vietnam’s $76 baby bonus won’t reverse its fertility collapse
With urban child-rearing costs at $380–760 monthly, Vietnam's new Population Law offers maternity leave and housing priority but falls far short of the economic restructuring demographers say is needed.
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13 JulyCompass
Vietnam’s tourism boom left its safety rules at the pier
Indian arrivals to Vietnam surged 49% to 750,000 in 2025, but enforcement of life-jacket laws and emergency protocols on tourist boats remains inconsistent, as the Phu Quoc capsizing that killed…
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7 JulyCapital
Japan’s weak yen is flooding Southeast Asia with cheap capital
Japanese FDI into ASEAN hit US$30 billion in 2025 as the yen carry trade channels low-cost funding into regional bonds and equities, but a sudden policy shift could reverse the…
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6 JulyLife & Health
Vietnam’s hospitals debut in Asia rankings built on reputation, not outcomes
Eleven Vietnamese hospitals appeared for the first time in the 2026 Newsweek–Statista ranking, where peer reputation accounts for 83.5 per cent of scores, raising questions about what the list actually…
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4 JulyCapital
Asia is spending billions to bury just-in-time manufacturing
Japan's ¥243.5 billion supply-chain program and India's ¥1.97 trillion PLI scheme signal a permanent shift toward regional redundancy over efficiency, with costs heading to consumer prices.
