China’s Mining Economy Has Turned Sharply in 2026
Revenue and profits have returned to growth while investment remains positive, although performance varies significantly across segments
China’s Construction Output Remains Stable as New Project Pipeline Slows
New project starts have declined sharply since 2021 as real estate investment weakens, while completions continue to support overall construction activity.
Global Data Centre Infrastructure Is Highly Concentrated, With Africa Largely Absent and Asia Uneven
The U.S. and Europe dominate global data centre infrastructure, while Asia’s footprint is concentrated in a few hubs
Southeast Asia’s Digital Economy Is Scaling Rapidly as Regional Tech Hubs Take Shape
Digital consumption across Southeast Asia is expanding rapidly across e-commerce, payments and platforms.
Global FDI Rebounded in 2025, But the Recovery Is Narrow and Highly Concentrated
Investment remained uneven, with greenfield activity concentrated in data centres, AI and semiconductors.
Africa FDI Map and Investment Outlook After 2024 Boom and 2025 Pullback
The volatility and geographic concentration of investment flows raises questions about Africa’s ability to sustain momentum into 2026 and beyond.
China’s Investment Engine Moderates as Private and Property Activity Weakens
Fixed asset investment has continued to expand steadily, but growth has slowed in recent years, with the sharpest declines in real estate and construction.
The Philippines: Scale, Stability and Demographic Tailwinds in ASEAN
The Philippines is ASEAN’s most domestically anchored growth platform, combining demographic depth with diversified external exposure.
Malaysia: ASEAN’s Most Balanced Upper-Middle Income Growth Platform
Diversified global trade exposure, strong manufacturing intensity and rising FDI underpin resilient growth with lower volatility than many regional peers.
Thailand: ASEAN’s Established Industrial Platform
Thailand’s USD 300 billion export base, rising FDI inflows and manufacturing depth keep it central to ASEAN supply chains.