SEA Weekly

**SEA Weekly** brings you an audio version of the SEA Weekly newsletter by Chloe Tan and Miguel Santos, analyzing the major events and developments reshaping Southeast Asia's digital economy and industrial landscape each week. Rather than surface-level recaps, these episodes dig into the underlying patterns: the infrastructure being built beneath consumer apps, the supply chains powering regional manufacturing, the regulatory frameworks governments are writing, and the flows of capital and FDI reshaping Southeast Asia.Read the series at https://expertlinked.in/tags/southeast-asia/

SEA Weekly is a business podcast hosted by Unknown Host, with 24 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts SEA Weekly, a business show with 24 episodes published.

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  SEA Weekly

  SEAWeekly - EP 25: Reading ASEAN's H2 Momentum Across Rates, Wallets, and Fan Demand

  Aug 16, 202614 min

  Week 2 of August showed ASEAN no longer moving through one clean second-half cycle. Policy credibility, household spending, and live-event monetization are now telling different truths at the same time. Chloe Tan joins Emily Chen to explain why that split matters, and why this week's Siem Reap feature and artificial intelligence brief both belonged in the same conversation about usable confidence. Full transcript and links are available at the https://seaweekly.com/podcasts/southeast-asia-weekly/2026-08-16-asean-h2-momentum-rates-wallets-fan-demand/

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  SEA Weekly

  SEA Weekly - Ep 24: Reading ASEAN's H2 Risk Map Across Travel Margins, Consumer Demand, and Credit Conditions

  Aug 9, 202612 min

  Week 1 of August sharpened ASEAN's demand story instead of simplifying it. Travel yield is still clearing in premium lanes, but the harder read now sits underneath the glossy traffic numbers, in household trade-offs and in the buffers banks still refuse to release. Chloe Tan joins Emily Chen to recap the week's reporting and explain why the more useful H2 map now runs across travel margins, consumer wallet strain, and credit discipline at the same time. Full transcript and links are available at https://seaweekly.com/podcasts/southeast-asia-weekly/2026-08-09-asean-h2-risk-map-travel-margins-consumer-demand-credit/

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  SEA Weekly

  SEA Weekly - Ep 23: How ASEAN Demand Quality Is Moving From Freight Signals to Tourism Yield and Services Margins

  Aug 1, 202613 min

  July taught ASEAN how expensive movement can be. The last week of the month added a sharper lesson: freight stress is still the floor, but the cleaner upside is starting to move toward services that can still price time, certainty, convenience, and trust. Chloe Tan joins Emily Chen to wrap the final July reporting arc and preview the August lens: why ports are still fighting for route share, why Philippine connectivity still taxes the household, why Vietnam's daily rail matters as a time-saving margin tool, and why Singapore, Thailand, Vietnam, and cross-border payment rails are becoming the more revealing H2 profitability signals. Full transcript and links are available at https://seaweekly.com/podcasts/southeast-asia-weekly/2026-08-02-asean-demand-quality-tourism-yield-services-margins/

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  SEA Weekly

  SEA Weekly - Ep 22: What's the Verdict on ASEAN Supply Chain Resilience as Q3 Trade Flows Reach Their Peak?

  Jul 26, 202615 min

  ASEAN's peak-quarter trade still looks busy, but Chloe Tan joins Emily Chen to explain why real resilience is now concentrated in the nodes that can price delay, orchestrate handoffs, and finance disruption without letting margins collapse. Full transcript and links are available at https://seaweekly.com/podcasts/southeast-asia-weekly/2026-07-26-asean-supply-chain-resilience-q3-verdict

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  SEA Weekly

  SEA Weekly - Ep 21: How ASEAN Corridor Competition Is Redrawing the Q3 Supply Chain Cost Map

  Jul 19, 202616 min

  ASEAN corridor competition in the third quarter is no longer being priced by nominal cheapness alone. Miguel Santos joins Emily Chen to explain why buyers are now paying for recovery time, predictable delivered cost, selective air-freight optionality, and auditability - and why that is already redrawing how Singapore, Thailand, Vietnam, Cambodia, Timor-Leste, and Indonesia sit on the same regional cost map. Full transcript and links are available at https://seaweekly.com/podcasts/southeast-asia-weekly/2026-07-19-asean-corridor-competition-q3-cost-map/

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