Quarterly deep dives, monthly FDI monitors, supply-chain maps and industrial zone pipelines — structured for institutional readers and decision-makers.
FDI pledges crossed $38B YTD. The composition tells us where the next five years of industrial capacity will land.
Packaging, OLED and assembly capacity is consolidating in the north. A map of the pipeline and what's still missing.
Component clusters are emerging faster than charging infrastructure. The capex gap and who's positioned to close it.
Four new IZs broke ground this quarter. Land prices, anchor tenants and the absorption math.
Pledged-vs-disbursed dynamics, currency exposure and what disbursement velocity says about real capacity.
Project pipeline, IPP equity stacks and the grid build-out required to actually absorb new capacity.
