ST Engineering Cybersecurity Event and SIGEP 2026. Good to see familiar faces.
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Some business conversations take an hour. Others take only a few minutes. Both can create meaningful opportunities. #164

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Some business conversations take an hour. Others take only a few minutes. Both can create meaningful opportunities.#164 Yesterday, I attended two very different events: SIGEP 2026 and the SME Cybersecurity Symposium with ST Engineering. SIGEP brought together businesses exploring franchising, food, hospitality, technology and regional expansion. The cybersecurity symposium focused on a different but increasingly…

#157 When Good Introductions Break Down: Trust, Records and Cross-Border Real Estate
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#157 When Good Introductions Break Down: Trust, Records and Cross-Border Real Estate

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In cross-border real estate, relationships often begin warmly — meetings, meals, introductions, group chats, brand names and referral chains. But serious work begins only after the deal is done. A recent Manila condominium administration matter reminded me why overseas property ownership cannot rely on goodwill alone. This matter involved a Robinsons Land Corporation-linked sales agent,…

#146 The Great Polymer Compression: Why ASEAN Waste Infrastructure May Become Strategic 《大聚合物压缩时代：为何东盟废弃物基础设施或将成为战略关键》
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#146 The Great Polymer Compression: Why ASEAN Waste Infrastructure May Become Strategic 《大聚合物压缩时代：为何东盟废弃物基础设施或将成为战略关键》

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Over the past few weeks, various stakeholders, partners, traders, and industrial contacts connected to The Thousand Ships ecosystem have been quietly reporting a growing trend emerging across Southeast Asia’s polymer markets. What initially appeared to be temporary pricing softness is beginning to resemble something more structural. Across multiple categories of PE and PP plastics —…

Cross-border capital flows across ASEAN are gradually evolving beyond traditional transactional models. #145
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Cross-border capital flows across ASEAN are gradually evolving beyond traditional transactional models. #145

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Cross-border capital flows across ASEAN are gradually evolving beyond traditional transactional models. Over the past weeks, I’ve been having meaningful discussions with various stakeholders across the Philippines ecosystem around several long-term themes: • Capital flows and regional diversification• ASEAN positioning and connectivity• Residency-linked ecosystems• Long-term wealth infrastructure and preservation What is becoming increasingly clear is…