The Peter Zeihan Podcast Series Why I'm Bullish on Southeast Asia || Peter Zeihan
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Nov 6, 2025 Discover why Southeast Asia is emerging as a key player in a world where globalization is crumbling. The region boasts a young, dynamic workforce and rapid industrial growth, notably in Vietnam and Indonesia. Peter highlights the synergy within ASEAN, from high-end industries in Singapore to manufacturing across Malaysia and Thailand. He also discusses the area's geographic advantages and its historical stability, positioning it favorably near India for future opportunities.
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Globalization Is Becoming Regional
- Peter Zeihan argues that the old, large-scale globalization is breaking down into smaller regional networks.
- This shift benefits regions that already have regional trade frameworks and links to big economies.
ASEAN Gives Southeast Asia A Head Start
- ASEAN already functions as a regional bloc negotiating with major economies.
- That existing cohesion gives Southeast Asia a head start in a post-globalized world.
Demographics Favor Growth
- Southeast Asia hosts some of the world's youngest, fastest-industrializing populations.
- Countries like Vietnam and Indonesia balance rising capital and large low-skill workforces, boosting manufacturing potential.