AMRO expects ASEAN+3 to grow 4.1% this year, with AI-related goods driving more than two-thirds of the region’s export jump in the first half, even as the war in Iran drags on and oil hovers around US$100 a barrel. 

We discuss how long AI can carry the region, what happens if tech spending slows or oil prices stay elevated, where ASEAN fits in AI supply chains, and what’s behind Malaysia’s upgraded 5.1% growth forecast.