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Why I’m Bullish on Southeast Asia

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Why I’m Bullish on Southeast Asia
Released on Patreon on Oct 30, 2025
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The world as we know it is going away. The large, interconnected systems that span the globe are breaking down, so those smaller, regional blocs are growing in importance. That’s why I’m bullish on Southeast Asia.

There’s a massive checklist of things that will be key in a deglobalized world, but let’s highlight a few that Southeast Asia exhibits. Strong trade networks (especially with the US). Solid demographics (thanks to Vietnam and Indonesia). A full production ecosystem, meaning low-skill to high-tech capabilities. Limited historical conflict thanks to strong geographic barriers between countries.

We’re going to be dealing with a fractured global economy, and Southeast Asia will weather this storm better than most.
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