Tag: southeast asia
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Q1 2026: The Quarter That Rewrote the Risk Map
Q1 2026 did not ease in gently. The first three months of the year delivered a sequence of shocks that would have been considered unthinkable in any previous year, but increasingly looks like the new normal. On 3 January, US forces arrested Venezuelan President Nicolás Maduro following airstrikes on military sites in Caracas, upending the…
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Aurora Insights featured in the South China Morning Post
📣 Aurora Insights in the News 📣 The South China Morning Post spoke to our operations director Carlos Pacheco on what the disrupted energy markets resulting from the Iran conflict means for ASEAN’s long-stalled power grid ambitions. His quotes: “The Iran conflict is the tipping point, where the conversation has been transformed from operational energy…
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Southeast Asia is in the Crossfire of a War It Didn’t Start. Here’s What Companies Must Do Now.
The U.S.-Israeli strikes on Iran have sent oil to near $120 a barrel early this week, paralysed Gulf air freight, and exposed the region’s dangerous dependency on a single chokepoint. Waiting for clarity is not a strategy. 14 days ago, the Middle East changed irrevocably. On February 28, U.S. and Israeli forces launched nearly 900 strikes…
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Thailand simmering – What’s cooking in the Land of Smiles?
Thailand is a popular destination, known for its delicious food, rich culture and beautiful nature. But its socio-political situation and foreign policy position are not well understood. Beneath the surface, tensions are simmering in the Land of Smiles. In November & December last year, our team had the opportunity to work from Bangkok. While in…
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2025: A Year in Review
2025 is coming to an end, and what a year it has been! The inauguration of Trump as the president of the United States for the second time in January has led to a series of drastic policies threatening to upend world affairs as we know it. In April, Trump announced sweeping tariffs that had…
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Data Centers in Southeast Asia: Go green, or go home
If data is the new oil, then data centers are the new oil rigs. Driven by the AI boom, the demand for data centers has surged exponentially. The trend is set to be on a clear upward trajectory – an April 2025 McKinsey report stated that the data centers industry will require US$7 trillion of…
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Malaysia’s AI Schrödinger’s Cat is out of the box
Three weeks ago, Malaysia’s Deputy Minister for Communications launched the country’s own sovereign, full-stack Artificial Intelligence ecosystem. The initiative, named “Strategic AI Infrastructure”, is powered by Huawei’s Ascend chips. Malaysia’s bold initiative is slated to be the first in the region and first-of-its-kind outside of China. Shockingly, the announcement was retracted a day later, followed…
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Aurora Insights quoted by BBC Chinese
*** Our Executive Director Ivy Kwek talked to BBC Chinese on the 2025 Shangri-la Dialogue (original English quotes included). The full article can be read here. *** 香格里拉對話後的疑問：中國「戰略缺席」還是被「缺席審判」？美國重建亞太領導地位？ “Questions after the Shangri-La Dialogue: Is China “strategically absent” or “tried in absentia”? Will the United States rebuild its leadership in the Asia-Pacific region?” 地緣政治風險評估公司 Aurora Insights…
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Where Startup Energy Meets Strategic Ambition: A snapshot of India’s future
*** In this installment, our Executive Director Ivy Kwek shares her insights on India’s exploding start-up community following her recent attendance at a startup meeting in Chennai. *** Last month, I attended the Global Startup Club event in Chennai, India. The workshop gathered 30 participants from the startup community, including entrepreneurs, business consultants, legal experts,…
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South China Sea – Geopolitical circus serves no ones’ interest
The South China Sea has once again caught headlines, with China and Philippines’ recent planting of national flags on a small and seemingly insignificant spit of land. Sandy Cay is a tiny sandbank in the disputed Spratly islands being claimed by both countries. Under UNCLOS, it is defined as a “rock” located in an expansive…
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