Miguel Santos

I am an investment analyst who has spent the last 15 years following how capital, trade, and industrial policy shape businesses across Asia. My career has taken me from Manila to London, Hong Kong, Singapore, and, for the past four years, Jakarta, giving me a practical view of how regional markets behave when macro trends meet real operating conditions.

My work centers on investment analysis with a particular lens on manufacturing and logistics. I pay close attention to factory expansion, port capacity, supply-chain resilience, industrial parks, labor trends, and the policy decisions that influence where production and distribution capabilities are built across Indonesia and the wider Southeast Asian region.

I hold the CFA charter and an MBA, and I like to pair disciplined valuation work with a grounded understanding of how companies actually operate on the ground. Outside of markets, I am usually reading about shipping lanes, walking Jakarta neighborhoods for new food spots, or comparing notes on how different ASEAN cities are evolving.

Where I get my news

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To stay current on markets, policy, and industrial trends, I regularly follow these trusted sources:

• Reuters - My primary source for fast, reliable coverage of macroeconomics, public markets, and regional business developments.
• CNA Business - Strong regional reporting on Singapore and Southeast Asia with clear, accessible business coverage.
• The Jakarta Post - Business - Essential for understanding Indonesia’s corporate, regulatory, and industrial landscape.
• CNBC Indonesia - Market - A widely read source for Indonesian markets, listed companies, and domestic investment sentiment.
• The Edge Malaysia - Useful for tracking Malaysian corporate developments and cross-border ASEAN business links.
• Bangkok Post - Business - Reliable coverage of Thailand’s economy, industrial policy, and major listed companies.
• VNExpress - Business - Broad and popular coverage of Vietnam’s economy, manufacturing base, and investment climate.
• Vietnam Investment Review - Strong source for FDI, industrial policy, and business developments in Vietnam.
• DealStreetAsia - Helpful for regional capital flows, growth companies, and ASEAN investment themes.
• The Business Times - Valuable for Singapore market context, regional capital markets, and corporate news.
• ASEAN Briefing - Practical cross-border business and policy updates across Southeast Asia.

Southeast Asia Industrial Watchlist

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For deeper coverage of manufacturing, logistics, and trade across the region, I also keep a close eye on:

• The Edge Singapore - Singapore market context and listed-company reporting that often shapes ASEAN capital flows.
• The Star - Business - Mainstream Malaysian business coverage with broad regional relevance.
• Thai Enquirer - Business - Useful for English-language reporting on Thailand’s business environment.