Maritime Investment Crunch: A World Bank report warns East Asia and the Pacific needs nearly USD 900 billion in maritime investment by 2040 to modernize ports and fleets as trade grows and alternative fuels pressure shipping networks. ASEAN Integration Push: Malaysia urged ASEAN to compete as one manufacturing bloc and cut “friction” for cross-border business, spotlighting regional value-chain orchestration. Dollar-Dependence Alarm: AMRO says ASEAN+3 should integrate AI, energy and payments to avoid a self-reinforcing dollar loop, calling for more local data capacity and local-currency tokenised payments. Semiconductor Roadmap: India’s fabless push got a clearer roadmap under Semicon 2.0, with priorities on IP, product focus and easier capital access. Energy & Trade Shock Watch: Rystad expects Asian LNG prices to ease further if US-Iran peace talks progress, though tight Gulf supply may limit the drop. West Asia Fallout for India: India’s oil marketing giant Indian Oil posted a ₹1,141 crore Q1 FY27 net loss tied to suppressed margins, while the government continues monitoring energy security amid shipping risks. Corporate Moves: Saint-Gobain expands in Asia-Pacific via acquisitions in Japan to strengthen construction chemicals. Market/Policy Signals: Thailand unveiled a five-pillar plan to restructure growth around AI, clean energy and financial services, targeting over 3% growth. Sports Governance: AFC joined UEFA and CONCACAF in opposing FIFA’s private investment plan for the World Cup as pressure mounts on Infantino.