BGA Senior Adviser Dr. Thitinan Pongsudhirak wrote an update to clients on the Shangri-La Dialogue. U.S. Defense Secretary Pete Hegseth’s demand at the recent Shangri-La Dialogue in Singapore that Asian allies and partners spend 3.5 percent of GDP on defense should concern not only policymakers but also business leaders and investors. His forceful push for increased military spending among the United States’ Asian allies and partners will likely lead to a defense buildup not seen in decades. It … Continue Reading
Ray and Jim speak with Gita Wirjawan about how a Strait of Hormuz closure exposes Southeast Asia’s energy vulnerability, driving difficult fiscal tradeoffs, rising costs and inflation, structural investment gaps…