Analytics & insights

Corporate APAC Desk briefs, Country radar notes and sector signals

The sector seeks growth via digital services and capex reallocation; APAC remains a core vendor battleground.

Steel: protectionism, overcapacity and localisation

Market fragmentation and trade defence deepen supply-chain regionalisation; decarbonisation depends on state support.

Unprecedented data-centre and cloud demand collides with shortages of basic electronic components and long capacity lead times.