Global macro expert spells out Asia's supply chain reality | TVS
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The Strait of Malacca now moves 24 million barrels of oil per day surpassing Hormuzโs 20 million, shifting global power from route exposure to macroeconomic leverage, says Economist Shan Saeed
He noted that exposure is not fragility but leverage. With deep port, logistics and energy infrastructure Malaysia anchors regional trade. As ASEAN prices resilience, Malaysiaโs net energy exports, current account surplus, and 5.2% growth put it ahead.
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