Have Southeast Asian economies truly gained from the China+1 strategy, or are they merely navigating the spillovers of great-power rivalry? In this episode, Vanshika Saraf and Bhumika Sevkani, Research Analysts at the Takshashila Institution, unpack how ASEAN countries have responded to shifting global supply chains.
The conversation examines which economies and sectors have benefited most, how electronics, automotive, and critical minerals have driven new trade and investment flows, and whether these gains remain sustainable amid US tariff pressures. Together, they explore how regional coordination and internal reforms have shaped ASEAN’s ability to turn geopolitical disruption into economic opportunity.
All Things Policy is a daily podcast on public policy brought to you by the Takshashila Institution, Bengaluru.Find out more on our research and other work here: https://takshashila.org.in/research-areas
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