FDIレポート編集長
Michael Vance analyzes global foreign direct investment trends and macroeconomic shifts. His reporting provides insights into the evolving landscape of international capital allocation.
michael.vance@globalfdiinsights.comASEAN is shifting from raw material exports to battery manufacturing, electric vehicle promotion, and grid integration, driving regional industrial chain upgrades through technical cooperation and standardization.
In the context of global supply chain restructuring, Vietnam's industrial parks are facing an urgent need to transform from traditional manufacturing bases into integrated ecosystems of technology, innovation, and green development. This article analyzes the challenges of attracting tech giants to Vietnam's industrial parks and the characteristics of a new generation of industrial parks.
Based on this week's global private equity M&A dynamics, this provides an in-depth analysis of structural trends in capital flows toward energy infrastructure, clean technology, technology, and healthcare, revealing the investment logic under geopolitical and industrial restructuring.
This article analyzes from a global investment perspective the overlooked situation of small-scale supplier networks in the process of U.S. manufacturing reshoring. By examining successful cases such as the Carolina textile district and FORGE, as well as how AI platforms enhance supply chain visibility, it reveals the deep impact of regional manufacturing network restructuring on capital flows, industrial resilience, and long-term competitiveness.
Vietnam's industrial parks are undergoing fundamental changes, shifting from traditional manufacturing spaces to ecosystems integrating technology, innovation, logistics, and green energy to attract global tech giants.
Philippine PEZA deepens integration with Japanese industrial capital, with multiple large-scale manufacturing projects confirmed for expansion, revealing a new node in the eastward shift of the global supply chain.
A study based on 6,638 protected areas and 50 million enterprise records in China shows that stricter protection policies are associated with higher enterprise turnover, with the ecological benefits from enterprise entry exceeding those from exit, though there are local trade-offs in some industrial transfers. This finding provides a pathway for Global South countries to balance ecological protection and economic development through industrial transformation rather than simple exclusion.
India's state-owned mining company NMDC is accelerating digitalization and sustainable mining to support its vision of producing 100 million tons of iron ore annually by 2030. This strategy reflects a deeper shift in the global flow of mining capital: technological efficiency and ESG compliance are becoming core competencies for resource-rich countries to attract foreign investment. The article analyzes India's regional competitive position in the mining sector, the logic of industrial chain restructuring, and long-term trends from a global investment perspective.
India's net FDI plummeted from $44 billion to less than $1 billion, but total inflows remain strong. This article breaks down the structure of FDI, revealing deep-seated issues such as the dominance of financial investors, the shrinking of manufacturing investment, and the acceleration of capital outflows, while assessing their impact on India's strategy for the rise of its manufacturing sector.
Against the backdrop of rising geoeconomic uncertainty and accelerating supply chain restructuring, Thailand’s Eastern Economic Corridor (EEC) is shifting from a mere manufacturing destination to a key node in global companies’ “location portfolio” strategies. Its competitiveness comes not only from industrial land and ports, but also from the combined advantages of talent, logistics, policy, and regional clusters.
From Singapore to Southeast Asia, digital competition is shifting from “rapid product launches” to “precise investment.” This article analyzes, from the perspectives of capital allocation, corporate governance, and regional innovation diffusion, why restraint and focus are becoming the new competitive advantage in markets where high growth and high uncertainty coexist.
Japan’s investment trends in Cambodia are not just a bilateral FDI story, but a microcosm of the simultaneous unfolding of global manufacturing relocation, supply chain diversification, Southeast Asian regional competition, and policy upgrading.
PitchBook指出，France became a relative safe haven for real asset allocations in the first quarter of 2025. This phenomenon not only reflects the combined effect of the local interest rate environment, valuation recovery, and the defensive characteristics of assets, but also shows that European capital, amid rising uncertainty, is shifting from high-beta growth narratives toward physical assets that place greater emphasis on cash flow, are priceable, and can be used as collateral.
Against the backdrop of elevated global interest rates, stricter regulation, and more cautious capital allocation, the fund’s place of registration is no longer merely a legal and technical choice, but is evolving into a key variable that affects fundraising efficiency, compliance costs, and cross-border expansion capabilities. The stability of the place of registration, the predictability of the tax regime, and regulatory consistency are increasingly becoming new sources of “jurisdictional excess returns” sought by private capital.