Research Notes
The Iran war will undermine Laos’s fragile recovery
Conflict-driven fuel and currency shocks will revive inflation, fiscal pressures and sovereign-risk concerns in Laos
National congress signals policy continuity in Laos
Leadership continuity will maintain policy stability, but ambitious growth targets are unlikely to be met
What to watch in 2026: ASEAN
Democratic voices will rise. Regional supply chains will evolve, but ties will be preserved with both the US and China
Laos targets high-value sector pivot amid crypto wind-down
Energy is moving to high-value sectors, but progress will be slow and exports will remain vital in the near term