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Welcome to BGA’s Asia Street blog, where you’ll find commentary and analysis from our people on the ground.

Press
Government stability tests performance

BGA Senior Adviser Thitinan Pongsudhirak argues that Thailand’s new governing stability masks deeper risks, warning that coalition strength alone is insufficient. With economic headwinds and external shocks mounting, the government’s durability will depend on policy performance, credibility and effective crisis management. (April 3, 2026)

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Press
Road to a Naxal-free India

BGA India Managing Director Anuj Gupta argues that India defeated Naxalism through coordinated security, intelligence sharing, financial disruption and development. Leadership decapitation, infrastructure expansion and rehabilitation shifted momentum irreversibly. Sustained political will and vigilance, he notes, are now essential to consolidate gains and manage reintegration challenges. (April 2, 2026)

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India’s industrial stress in a $100 oil world

BGA India Managing Director Anuj Gupta argues that a $100 oil environment is exposing India’s deep industrial vulnerabilities. Rising energy, logistics and input costs are squeezing margins across pharmaceuticals, fast-moving consumer goods, manufacturing and utilities. He warns this is a structural stress test, demanding faster energy transition, supply chain resilience and proactive policy responses rather than short‑term fixes. (March 20, 2026)

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Press
Impacts of Iran war on Southeast Asia

BGA Senior Adviser Thitinan Pongsudhirak argues in this op-ed that the Iran war poses indirect but serious risks for Southeast Asia, from higher energy prices and disrupted trade to migrant worker vulnerabilities, security threats and geopolitical complications, underscoring why the region is hedging and urging restraint amid great-power conflict. (March 20, 2026)

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India’s Quiet Revolution, Loud Ambition

BGA India Managing Director Anuj Gupta's analysis outlines India’s evolving economic transformation. He highlights simultaneous structural shifts — from social‑sector improvements and expanding state capacity to rising consumption and strategic industrial policy — arguing these forces together are quietly rebuilding India’s foundations while driving an ambitious push toward global economic scale. (March 8, 2026)

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Press
India-US Deal Is a Great Start, but Follow-up on the Day After Is Critical

India’s recent trade breakthroughs with the European Union and the United States mark major progress, but BGA India Managing Director Anuj Gupta stresses that real challenges emerge after signing. He warns that nontariff barriers, political pushback and shifting geopolitics require sustained vigilance to ensure these deals deliver long‑term benefits. (February 4, 2026)

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