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Insights & News

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

Commentary
Malaysia Forecast: Elections Loom as Coalition Strains Test Economic Resilience

WHAT YOU NEED TO KNOW The Malaysian government has been focused on mitigating spillover effects from the ongoing energy crisis by implementing austerity measures to curb energy usage and domestic demand. The recently announced agreement to end the war in Iran and reopen the Strait of Hormuz has also allowed a resumption of seafaring operations for Malaysian oil tankers, providing Malaysia with more assurance as it seeks to stabilize domestic fuel supply in the immediate term. Prime Minister Anwar … Continue Reading

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News
India’s greatest fiscal opportunity exists in plain sight

BGA India Managing Director Anuj Gupta highlights that India’s greatest fiscal opportunity lies in maximizing existing public infrastructure. By “sweating” underutilized assets rather than building new ones, governments can expand fiscal space, improve service delivery and unlock higher returns from past investments. (June 16, 2026)

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News
Inside the Palace: How Prabowo’s Circle Is Unnerving Investors

BGA Indonesia Managing Director Douglas Ramage tells Bloomberg that investors are pricing in a rising domestic policy risk premium, with markets reacting less to one-off actions than to sustained, consistent policymaking. He emphasizes that confidence depends on predictable regulation, due process, and early engagement with business, not symbolic gestures or isolated policy shifts. (June 16, 2026)

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News
Our highways are back on track

BGA India Managing Director Anuj Gupta argues that India’s revised public-private partnership framework could restore investor confidence in highways by rebalancing risk, improving execution and prioritizing quality. If sustained, the reforms could unlock long-term capital and deliver safer, higher-performing infrastructure outcomes at scale. (June 15, 2026)

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