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James Guild

James Guild

The Diplomat

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How The Indonesia Investment Authority Built Its Portfolio in 2023

Three years after its establishment, the purpose of the state-run investment fund is starting to come into focus.

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The Diplomat

James Guild

Does Thailand’s Plan to Finance Its 500 Billion Baht Stimulus Make Sense?

Prime Minister Srettha Thavisin's government has struggled to fund its massive "digital wallet" stimulus program.

17.04.2024 8

The Diplomat

James Guild

Southeast Asian Tech Giants Poised for Profitability in 2024

After years of breakneck expansion, many of the biggest players are beginning to turn their attention toward maximizing profits.

03.04.2024 10

The Diplomat

James Guild

Why TikTok Showed Indonesia’s GoTo Some Goodwill in 2023

Partnering with the Indonesian tech giant will let TikTok regain access to the country’s e-commerce market, while providing the former with...

27.03.2024 3

The Diplomat

James Guild

The Rise of Indonesia’s Banks

The sector has made a roaring recovery since the doldrums of the Asian Financial Crisis of the late 1990s.

22.03.2024 5

The Diplomat

James Guild

Malaysia’s State-Run Investment Funds Had a Mixed 2023

The performance of two major Malaysian funds demonstrates both the strength and weakness of forced savings policies.

13.03.2024 1

The Diplomat

James Guild

Why the Indonesian State Took Majority Ownership of PT Vale Indonesia

There has long been a desire in certain quarters to eventually move ownership of foreign-owned and operated mines back into Indonesian hands.

05.03.2024 9

The Diplomat

James Guild

Why The Indonesian Stock Market Is Booming

The country's expanding domestic capital markets have cushioned it against the declines seen elsewhere in the region.

27.02.2024 3

The Diplomat

James Guild

Why Malaysia’s Pharmaniaga Is In Financial Trouble

And why its troubles might be short-lived.

20.02.2024 10

The Diplomat

James Guild

The 2024 Indonesian Election is All About the Economy

The country's economy has grown by an average of 4.2 percent each year that Jokowi has been in office – and voters want more of the same.

13.02.2024 5

The Diplomat

James Guild

Why Vietnam Agreed to Supply the Philippines with Rice For Five Years

The arrangement is an encouraging example of Southeast Asian solidarity and regional self-sufficiency.

07.02.2024 6

The Diplomat

James Guild

Markets, Makers, and the State of Play in Southeast Asia’s Electric Vehicle Industry

Across Southeast Asia, countries do not want to simply be a market for EVs. They want to make them.

02.02.2024 4

The Diplomat

James Guild

Greenflation and the Role of Prices in Clean Energy Transitions

The shift to renewable energy inevitably involves massive costs. The question is: who should pay?

30.01.2024 5

The Diplomat

James Guild

Why PhilHealth Doesn’t Need to Raise Premiums in 2024

With inflation continuing to rise, a scheduled premium increase seems likely to be suspended.

23.01.2024 5

The Diplomat

James Guild

How the UAE is Making a Splash in Indonesia’s Clean Energy Sector

Masdar’s willingness to work within the constraints of the country's political economy offers important lessons for the U.S.-backed Just Energy...

18.01.2024 4

The Diplomat

James Guild

2023 Was a Wild Ride for Investment in Southeast Asia

The region is still feeling the economic reverberations of the U.S. Federal Reserve's response to the COVID-19 pandemic.

09.01.2024 4

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James Guild

3 Economic Stories in ASEAN to Watch in 2024

Last 2023, the coming year is likely to be a busy one for Southeast Asia on the economic front.

03.01.2024 2

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James Guild

Why Early Retirement of Coal Power is Faltering in Southeast Asia 

If the goal is to reduce emissions by shutting coal plants down early without breaking contracts, then someone needs to pay. 

27.12.2023 10

The Diplomat

James Guild

With 2024 Budget, Malaysia Gets Serious About Taxes

The budget sends a clear message: that Malaysia is looking to pivot away from oil and gas as a major source of state revenue.

19.12.2023 8

The Diplomat

James Guild

Breaking Down the $20 Billion in Indonesia’s Just Energy Transition Partnership

The financing terms on offer from the U.S., Japan, and the European Union fall short of a strong commitment to the country's decarbonization.

12.12.2023 7

The Diplomat

James Guild

Are Investors Becoming Disillusioned With Southeast Asia’s Tech Companies?

Most of the region's major players are yet to live up to the hype that once surrounded them.

05.12.2023 3

The Diplomat

James Guild

Will Cash Stimulus Jump-Start the Thai Economy?

Economic recovery from COVID-19 has been sluggish, but there might be better ways to kickstart consumer spending.

29.11.2023 10

The Diplomat

James Guild

Indonesia’s Coming Geothermal Boom

The country has long experience with geothermal energy, making it one of Jakarta's preferred forms of renewable energy.

21.11.2023 5

The Diplomat

James Guild

Is VinFast Destined To Be the Next Proton?

The Vietnamese EV maker is hoping to establish itself as a leading regional player, but so far its decision-making has been questionable.

14.11.2023 10

The Diplomat

James Guild

Three Takeaways From Indonesia’s Just Energy Transition Roadmap

Will the market-based mechanism of the Just Energy Transition Partnership be able to match funding with feasible renewable energy projects?

08.11.2023 2

The Diplomat

James Guild

The De-risking State in Southeast Asia

Investment involves risk. The return the investor expects to receive is what justifies the risk. The higher the expected return, the higher the risk....

31.10.2023 5

The Diplomat

James Guild

Unpacking the Philippines’ 2024 Budget

Budget season is upon us, and the Philippines is among the many countries in Southeast Asia finalizing their fiscal plans for 2024. So, what’s in...

25.10.2023 2

The Diplomat

James Guild

Why The Malaysian State is Taking Firmer Control Over Boustead Holdings

Boustead Holdings is a diversified holding company headquartered in Malaysia, with interests in palm oil, real estate, pharmaceuticals, finance, and...

17.10.2023 10

The Diplomat

James Guild

Three Takeaways from Indonesia’s 2024 Budget

Indonesia’s 2024 budget has been approved by the national legislature, and while there may be a few tweaks here or there before it is passed into...

10.10.2023 2

The Diplomat

James Guild

Is Vietnam Ready to Build Mega-Airport Projects?

Vietnam is one of the fastest growing economies in Southeast Asia, with GDP growing 8 percent last year after averaging over 7 percent from 2016 to...

03.10.2023 2

The Diplomat

James Guild

Southeast Asia’s Data Center Boom

American investment giant Kohlberg Kravis Roberts & Co (commonly known as KKR) recently acquired a 20 percent stake in Singtel’s regional data...

26.09.2023 6

The Diplomat

James Guild

MRT, HSR, LRT: Indonesia’s Alphabet Soup Approach to Public Transit

In recent years, Indonesia’s public transit infrastructure has received a significant makeover. The long-awaited high-speed rail (HSR) connecting...

19.09.2023 1

The Diplomat

James Guild

Thailand’s 560 Billion Baht Economic Stimulus Plan, Explained

After months of political maneuvering, negotiations, coalition-building, and the return of former Prime Minister Thaksin Shinawatra, Thailand’s new...

12.09.2023 10

The Diplomat

James Guild

Can Indonesia Afford Its Big Military Modernization Plans?

Indonesia’s progress on major defense acquisitions under Minister of Defense and presidential candidate Prabowo Subianto has continued apace in...

07.09.2023 9

The Diplomat

James Guild

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