Ray Dalio warned that the artificial intelligence (AI) boom may be nearing a turning point as rising interest rates, concentrated market exposure and increasing debt raise the risk of a bubble bursting.

Greater Jakarta’s industrial estate market recorded 62 hectares of land absorption in Q2 2026, supported by manufacturing, logistics, and data centre demand. Data centre transactions exceeded 100 hectares in the first half of 2026, reflecting Indonesia’s expanding digital economy.

Thailand’s luxury residential market is entering a more mature phase, with buyers prioritising quality, long-term value and wealth preservation over prestige alone.

The Asian Financial Crisis (AFC) and Global Financial Crisis (GFC) generated significant negative output gaps across the ASEAN-5 economies, with the GFC producing substantially greater long-run shock amplification.

Thailand has taken steps to strengthen AI resilience through domestic large language models, data-centre requirements and the TH-AI Passport, which provides free access to AI tools for five million citizens.

Asia Pacific’s hotel and hospitality sector continued to recover in 2026, supported by resilient tourism demand despite disruptions from the Middle East conflict and higher air travel costs.

Jakarta’s CBD office market showed gradual stabilization in Q2 2026, supported by constrained supply and resilient tenant demand.

Thailand’s economic growth is closely linked to tourism, visa exemption policies, trade flow, and employment conditions. Using data from 1995–2019, the findings show that tourism activity, broader visa exemptions, and trade flow are positively associated with GDP, while higher unemployment is negatively associated with economic growth.

Indonesia’s data center expansion, driven by AI, cloud services, and digital applications, is increasing pressure on water and energy resources.