featured insights
Stay tuned for what you need to know.
Thailand's New Policy Direction: What Anutin's Second Cabinet Means for Business and Investment in 2026
As Songkran generated over 30 billion baht in tourism revenue this April, a quieter but more consequential moment was unfolding in parliament. Prime Minister Anutin Charnvirakul's second cabinet stepped forward with an ambitious "10 Plus" reform programme — and the stakes for Thailand's economic trajectory could not be higher.
Thailand EV Policy 2026: Oil Shock, Chinese Dominance, and the Road Ahead
Thailand's EV market grew 80% in 2025 — but an oil shock from the Middle East, structural dependence on Chinese manufacturers, and a grid still 85% fossil-powered are testing whether the government's 30@30 policy can survive contact with political and economic reality. MCG Partner Gift Tammapibanudom analyses the fault lines, the investment opportunities, and what the government must do in the next 18 months.
Thailand's Fever Test: What the Energy Crisis Reveals About the Limits of Political Stability
Thailand's new government inherited a structural illness. The Iran conflict did not create the crisis — it ran the diagnostic test. Six weeks into the Bhumjaithai mandate, a 35-billion-baht Oil Fund deficit, a minister who admitted on air that GPS tracking of oil trucks was never operational, and farmers in the ruling party's own heartland saying they cannot take it anymore. MCG examines what the energy crisis of March 2026 reveals about the structural limits of Thailand's political stability — and what it means for investors in the region.
Resilience Over Efficiency: How Geopolitical Risk Is Redrawing Asia's Digital Infrastructure Map
As subsea cable investment accelerates across Asia-Pacific, the logic driving it has shifted from efficiency to resilience. The cables being laid today are not just infrastructure — they are a map of how capital, governments, and great powers expect the next decade to unfold. MCG examines what this means for investors and multinationals operating in the region.
Thailand’s Data Centre Moment in a Shifting Global Landscape
As AI demand accelerates and geopolitical risks reshape global infrastructure, Thailand is emerging as a strategic location for data centre investment in Southeast Asia.
Thailand After the 2026 Election: Coalition Formation, Economic Challenges and Foreign Policy Outlook
Thailand’s February 2026 election has clarified parliamentary arithmetic but left deeper questions about reform and economic competitiveness unresolved. This analysis examines coalition formation, institutional dynamics, regional economic competition and the foreign policy challenges facing Thailand’s next government.
US–Iran Conflict and Rising Oil Prices: Implications for Thailand and ASEAN
Renewed US–Iran escalation has pushed oil prices higher and refocused attention on the Strait of Hormuz. For Thailand and ASEAN economies, the risk lies not in immediate supply disruption but in sustained energy volatility, trade sensitivity and inflation exposure.
Thailand FastPass 2025: Investment Acceleration, Energy Reform and the Evolution of Thailand’s Public Affairs Landscape
Thailand FastPass accelerates THB 480bn in projects under Thailand’s 2025 investment policy, including energy reform, Direct PPA and regulatory coordination.