ASEAN Perspectives #11: Resilience in an Uncertain Global Economy
In this edition of AEAN Perspectives, Eric Marchand sits down with emerging markets macroeconomist Paul Della Guardia (Sovereign Vibe) to explore how ASEAN is navigating today’s evolving global landscape.
Against the backdrop of energy market disruptions linked to the Strait of Hormuz, the conversation challenges prevailing narratives around emerging market vulnerability and highlights the region’s growing resilience. Drawing on a broad macroeconomic lens, the discussion examines the strength of ASEAN’s fundamentals, the changing perception of emerging markets, and the region’s appeal as a differentiated investment destination.
The interview also takes a closer look at Thailand, the Philippines, Vietnam, Indonesia, and Malaysia, discussing each country’s policy direction, economic positioning, and long-term opportunities. From currency dynamics and sovereign resilience to manufacturing competitiveness and demographic advantages, the conversation offers a nuanced perspective on why ASEAN continues to stand out as one of the most compelling regions for sustainable growth and investment.
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