Yasuto Watanabe

THE WRITER IS THE DIRECTOR AND CHIEF EXECUTIVE OFFICER OF AMRO (ASEAN+3 MACROECONOMIC RESEARCH OFFICE)

There is a mismatch between technological investment and the power infrastructure needed to support it.
NEW GLOBAL ORDER

Asia’s AI boom has a timing problem

2026-11-09T23:00:00.000Z
The lesson for Asean+3 is to build the institutions and markets capable of using long-term savings, well before demographic change sharply raises the cost of doing so.

Why assets alone won’t ease Asia’s demographic pressures

2026-08-19T23:15:00.000Z