WHAT YOU NEED TO KNOW Prime Minister Sanae Takaichi is expected to enter the second half of 2026 with exceptionally strong political momentum, providing a favorable environment for medium- to long-term policy execution. Japan’s economy will likely remain relatively resilient. GDP growth is forecast around 1 percent, supported by wage growth, exports and inbound demand, though weak real income and elevated energy prices continue to weigh on consumption. The administration’s push across 17 strategic … Continue Reading
Ray and Jim speak with Dr. Nguyễn Khắc Giang on Vietnam’s strategic hedging between the United States and China, examining economic pressures, defense diversification, domestic political shifts under President and…
BGA India Managing Director Anuj Gupta argues that India’s industrial future depends less on picking headline sectors and more on building foundational capabilities. Strengthening skills, supply chains, logistics and institutions will determine whether manufacturing growth is sustained and globally competitive.
(June 12, 2026)
BGA India Managing Director Anuj Gupta argues that assumptions of inevitability and uniqueness risk slowing India’s growth by fostering policy complacency. As global capital prioritizes competitive, predictable markets, sustained reform and execution will be critical for India to remain an attractive destination for investment.
(June 12, 2026)
BGA Senior Adviser Dr. Thitinan Pongsudhirak argues ASEAN faces mounting geopolitical and geoeconomic pressures, requiring greater self-reliance while deepening ties with Japan. He emphasizes ASEAN’s central role as a regional broker but warns resilience will depend on stronger cooperation in energy, supply chains and institutional capacity.
(June 12, 2026)
Commentary
Kiyoaki Aburaki
