ASEAN Macro Monitor
The economies and markets of Southeast Asia, explained for investors. Every Thursday.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 7 months ago | Last Issue | 9 days ago |
| Active | |||||
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aseanmacromonitor.substack.comLatest Issues
ASEAN Macro Monitor: Thailand's and Vietnam's fuel funds are spent, so the budget is starting to pay
This Week in 90 Seconds
- Oil climbed back and the rate-setters held. Brent rose to US$128.30 a barrel on 23 October from US$115.22 on 20 October. The Fed held at 3.75 to 4.00% with two members voting for an increase, and the Bank...
AMM Q4 Country Deep Dive, the Philippines: The import bill outgrew remittances years ago, and this year the reserves are paying the gap
26 October 2026
The deep-dive series takes one of the six ASEAN economies and rebuilds it from the ground up: how it works, what it can absorb, and what would change the call.
ASEAN Macro Monitor: Since June, four ASEAN currencies have split by real interest rate
Your weekly read on the economies and markets of Southeast Asia’s six largest economies (Singapore, Indonesia, Thailand, Malaysia, Vietnam, the Philippines), for investors who want a clear view, not a data dump.
Written Thursday, October 2...
ASEAN Macro Monitor: In two 2027 budgets, growth does most of the deficit cutting
Your weekly read on the economies and markets of Southeast Asia’s six largest economies (Singapore, Indonesia, Thailand, Malaysia, Vietnam, the Philippines), for investors who want a clear view, not a data dump.
Written Thursday, October 1...
AMM Q4 Country Deep Dive, Vietnam: The fastest growth of the six, and the least evidence on its foreign-currency defences
12 October 2026
The deep-dive series takes one of the six ASEAN economies and rebuilds it from the ground up: how it works, what it can absorb, and what would change the call.
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The economies and markets of Southeast Asia, explained for investors — every Thursday. Country Deep Dives every fortnight. State of the buffers every month.
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