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What we’re thinking and learning about right now, news that matters, opinions and insights around global policy developments that most impact our clients.

India’s AI Infrastructure Bet: Why Data Centres Are Becoming a Policy Tool

India's artificial intelligence ambitions are increasingly getting infrastructural support. With the increase of AI adoption, data centres, cloud computing HPC semiconductor and smooth power supply ...

Beyond the Rally: What Korea’s Stock Market Surge Says About Market Reform and Digital Confidence

South Korea’s stock market is having a moment. After years of being defined by the so-called “Korea discount,” the KOSPI has surged sharply in 2026. ...

FTAs as Alliances: EU’s Geo-Economic Hedging Strategy in the Indo-Pacific

Amidst the geopolitical turmoil in the Middle East, the European Union (EU) has quietly laboured to conclude free trade and security agreements in the Indo-Pacific ...

AI at the IMF Spring Meetings Balancing Growth and Governance

The IMF Spring Meetings this year placed artificial intelligence at the center of global economic debate. Across panels, ministerial discussions, and closed-door policy sessions, AI ...

Vietnam’s Development Vision: Strategic Direction and Implications for Investors

Vietnam’s XIVth National Party Congress (Jan.19-23, 2026) marks a pivotal moment in the country’s long-term development trajectory. The official documents adopted at the Congress set ...

Governing the Digital Marketplace: Indonesia’s Consumer Protection Reform in an Evolving Economy

Indonesia’s digital economy is expanding at an unprecedented pace. E-commerce platforms, social commerce, and livestream selling have transformed how Indonesians buy and sell goods. However, ...

China’s New E-Commerce Guidelines and the Changing Politics of Cross-Border Digital Trade

China’s new guidance on high-quality e-commerce development is more than a domestic sector policy. The Ministry of Commerce along with five other authorities released the ...

Korea’s AI Basic Act at Three Months: From Compliance Relief to Strategic Capacity

When South Korea’s AI Basic Act took effect on 22 January 2026, it did so as only the second comprehensive national AI law in the ...

The Middle East Crisis and Southeast Asia’s Cautious Outlook

Over the past few weeks, the Middle East conflict has shifted from a regional crisis to a real-time economic and geopolitical stress test for Asia ...

India AI Impact Summit: Global South’s Voice in AI Governance

New Delhi became the centre of the global artificial intelligence (AI) conversation from 16–20 February as it hosted the AI Impact Summit, drawing policymakers, industry ...

U.S.-Indonesia Agreement on Reciprocal Trade: Opportunities, Risks and Indonesia’s Strategic Response

From Trade Shock to Strategic Negotiation  The Agreement on Reciprocal Trade signed in February 2026 between Indonesia and the United States was not initially driven ...

AI as National Infrastructure in Southeast Asia: What Singapore’s Budget 2026 Signals for the Region

With the rapidly evolving AI world, the Southeast Asian region is pushing forward to lead the way. AI has been mainly viewed over the last ...