Infographic: SEA Weekly: Why ASEAN Logistics and Freight Signals Are Emerging as the New Leading Indicators for H2 Growth

ASEAN's logistics and freight signals are now the most informative leading indicators for H2 growth — they move weeks ahead of trade volumes, months ahead of GDP revisions, and the differential across economies is already in this season's order books.

July 11, 2026·43 words·1 min

Weekly Review

Original article: SEA Weekly: Why ASEAN Logistics and Freight Signals Are Emerging as the New Leading Indicators for H2 Growth

ASEAN logistics cost comparison showing Malaysia at 10-12% versus Vietnam at 16-20% of GDP alongside WCI freight rate at $4,639 and Cambodia garment lead time at 40-55 days — The same freight rate shock is hitting ASEAN economies at different costs — and that gap determines which markets hold their H2 trajectory.

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