China
Beijing slams Taiwan’s Lai as ‘destroyer’ of peace after anniversary speech. Beijing accused Taiwan President Lai Ching-te of promoting independence and undermining cross-strait peace after his second-anniversary speech. Lai said Taiwan is a sovereign and independent country, rejected annexation, and defended higher defence spending. Beijing’s Taiwan Affairs Office and defence ministry condemned his remarks, while Taiwan’s opposition parties accused Lai of heightening confrontation and ignoring geopolitical risks. Lawrence Chung, South China Morning Post, May 20
Substance for Putin, ‘face’ for Trump: China, Russia deepen alliance to counter U.S. China and Russia used Vladimir Putin’s Beijing visit to deepen strategic coordination and sign more than 20 agreements covering energy, trade, technology, and infrastructure. The sides advanced talks on the Power of Siberia 2 gas pipeline and issued statements criticizing U.S. security policy. Analysts contrasted Putin’s substantive outcomes with Donald Trump’s more symbolic visit to China. Josephine Ma and Fan Chen, South China Morning Post, May 20
Morgan Stanley asks bankers to carry a separate phone for China trips, source says. Morgan Stanley has instructed Hong Kong-based bankers to use separate bank-issued iPhones and iPads when working in mainland China, as global firms tighten data security for cross-border staff. The policy applies only to China travel and comes as international banks operating in Greater China maintain ring-fenced onshore data systems after Beijing increased scrutiny of cross-border data flows. Selena Li, Reuters, May 20
Japan
Japan April exports rise 14.8% year/year despite Middle East conflict. Japan’s exports rose 14.8% year on year in April, beating forecasts and marking an eighth consecutive monthly increase despite Middle East-related supply disruptions. Exports to the U.S. and China increased, imports rose 9.7%, and crude oil imports plunged 64%, the steepest drop since 1980. Japan posted a 301.9 billion yen trade surplus, though prolonged disruptions could pressure production costs. Takaya Yamaguchi, Makiko Yamazaki, and Kaori Kaneko, Reuters, May 21
Japan urges China to punish suspect, ensure nationals’ safety after attack. Japan urged China to ensure the safety of Japanese nationals and severely punish the suspect in a Shanghai knife attack that injured two Japanese citizens and one Chinese citizen. Chief Cabinet Secretary Minoru Kihara said Tokyo asked Beijing to clarify the facts and provide an explanation. China called the incident an individual public security case and urged against speculation. Kyodo News, May 20
South Korea
Trump nominee vows to press Seoul on its $350 billion pledge. Michelle Steel, President Donald Trump’s nominee for U.S. ambassador to South Korea, said she would press Seoul for details on its $350 billion investment pledge under a trade and investment deal. Steel also said U.S. firms should receive fair market access in South Korea. Senators sought clarity on funding, spending, and remaining barriers for American companies. David Brunnstrom and Andrea Shalal, Reuters, May 20
South Korea’s Lee criticises Israel detentions, says actions ‘way out of line’. President Lee Jae Myung said Israel arrested South Korean nationals in international waters for reasons not valid under international law. Speaking at a cabinet meeting, Lee questioned whether such actions could pass without protest and said Seoul must make its own judgment on the matter, including amid International Criminal Court warrants involving Israeli Prime Minister Benjamin Netanyahu. Kyu-seok Shim, Reuters, May 20
Presidential office says expects constructive role over Xi’s reported plan to visit N. Korea. Cheong Wa Dae said it is monitoring reports that Chinese President Xi Jinping may visit North Korea later this month or in early June. Seoul said North Korea-China exchanges should contribute to peace and stability on the Korean Peninsula, and it expects Beijing to play a constructive role after Xi and President Donald Trump reaffirmed denuclearization goals. Park Boram, Yonhap News Agency, May 21
North Korea
Seoul official says no special U.S.-N. Korea contact appears to be under way. A senior South Korean official said no special U.S.-North Korea contact appears to be underway, despite President Donald Trump’s claim that he had communicated with Kim Jong-un. Seoul said coordination with Washington remains close and confirmed that the U.S. and China share a goal of Korean Peninsula denuclearization. U.S.-South Korea working groups will also address security fact sheet implementation. Song Sang-ho, Yonhap News Agency, May 20
Vietnam
Vietnamese tourists vexed by China flight cancelations during peak summer season. Vietnamese travelers and tour operators are facing widespread disruptions from canceled and reduced China flights during the summer travel peak. Airlines have cut routes to Qingdao, Chengdu, Shanghai, Lijiang, and other destinations, forcing rerouting, refunds, and itinerary changes. Tour companies cited fuel costs, unstable schedules, and the vulnerability of charter packages reliant on Chinese subsidies. Tu Nguyen, VnExpress, May 20
Thailand
Govt to purge state secrets. Prime Minister Anutin Charnvirakul ordered state agencies to disclose public information and eliminate unnecessary secrecy as part of an anti-corruption campaign with the private sector. Agencies were told to review operations for transparency, legal compliance, and auditability, and to use technology to reduce corruption risks. Anutin said legal barriers to disclosure should be amended where necessary. Mongkol Bangprapa, Bangkok Post, May 20
BJT files charter-change bill. The Bhumjaithai Party submitted its proposed constitutional amendment bill to parliament, with Prime Minister Anutin Charnvirakul saying the party was responding to public demands expressed through the referendum process. House Speaker Sophon Zarum said the draft will be placed on the parliamentary agenda and proceed to the next stage, while other parties may also submit proposals. Aekarach Sattaburuth, Bangkok Post, May 20
Charter change efforts falter. Thailand’s constitutional reform process remains stalled nearly three months after voters backed drafting a new charter. Disputes over Senate powers, procedural delays, and the government’s decision not to revive a previous amendment bill have pushed the process back toward a restart. Bhumjaithai favors a compromise drafting model, while scholars warned that delays could undermine the referendum mandate. Aekarach Sattaburuth, Bangkok Post, May 20
Myanmar
New military chief boasts of battlefield victories. Myanmar commander-in-chief General Ye Win Oo boasted of recent military gains in Chin, Karen, and Kachin-linked transport routes, portraying them as signs that the army is regaining control. Since taking command in late March, the military has intensified airstrikes and ground offensives in resistance areas. Ye Win Oo also blamed defectors for weakening the army and vowed to annihilate resistance forces. Maung Kavi, The Irrawaddy, May 20
Myanmar military recaptures key Thai border trade hub as 4,000 flee. Regime forces recaptured Mawdaung, a Thai border trade hub in Tanintharyi Region, after a 15-day counteroffensive backed by artillery and airstrikes. KNU officials confirmed the loss of the town, which resistance forces seized in November. Fighting displaced at least 4,000 residents from Mawdaung and nine nearby villages, while the military has retaken several towns under General Ye Win Oo. Myo Pyae, The Irrawaddy, May 20
Philippines
VP Sara has until June 1 to submit impeachment reply. The Senate Impeachment Court gave Vice President Sara Duterte until June 1 to answer the summons tied to impeachment complaints against her. Senate President Alan Peter Cayetano said the summons had been served and that Duterte had 10 calendar days to respond. The prosecution panel may submit a reply within five calendar days after receiving her answer. Javier Joe Ismael, The Manila Times, May 20
Philippine senator dela Rosa to seek Supreme Court review of restraining order rejection. Lawyers for Senator Ronald dela Rosa said they will ask the Supreme Court to reconsider its rejection of his request for a temporary restraining order blocking his arrest and transfer to the International Criminal Court. The legal team said it would exhaust all remedies available under law after the court denied the request. Mikhail Flores, Reuters, May 20
Philippine Supreme Court rejects bid to block arrest of senator wanted by ICC. The Philippine Supreme Court denied Senator Ronald dela Rosa’s request for a temporary restraining order to prevent his arrest and transfer to the International Criminal Court. Dela Rosa, wanted over alleged crimes against humanity tied to Rodrigo Duterte’s drug war, denied involvement in illegal killings. His lawyers said they will pursue further remedies, while authorities said they will seek to execute the ICC warrant. Nestor Corrales, Mikhail Flores, Karen Lema, and Martin Petty, Reuters, May 20
Indonesia
Indonesia unveils plan to centralise control of commodity exports. Indonesia plans to centralise exports of key commodities, including palm oil, coal, and ferroalloys, under the sovereign wealth fund Danantara after a transition period. President Prabowo Subianto said the policy aims to strengthen state control over pricing, curb under-invoicing, and boost revenue. Exporters must also keep natural-resource export proceeds in state-owned banks from June 1. Ananda Teresia, Gayatri Suroyo, Stanley Widianto, Fransiska Nangoy, Bernadette Christina Munthe, Sudarshan Varadhan, Gregor Stuart Hunter, David Stanway, Gibran Peshimam, and Tony Munroe, Reuters, May 20
Indonesia central bank delivers hefty interest rate rise as it looks to stem battered rupiah's fall. Bank Indonesia raised its benchmark rate by a larger-than-expected 50 basis points to 5.25% to support the rupiah after repeated record lows. Governor Perry Warjiyo said the move addresses global volatility tied to the Middle East war and aims to keep inflation within target through 2027. The central bank maintained its 2026 growth outlook. Gayatri Suroyo, Ananda Teresia, and John Mair, Reuters, May 20
Singapore
Singapore in talks with tech firms about adding 'nutrition labels' to AI products, minister says. Singapore is discussing voluntary “nutrition labels” for AI products with technology companies, indicating intended uses and limitations for consumer applications. Digital Development and Information Minister Josephine Teo said the country is also developing testing frameworks and accreditation for AI products. Singapore aims to support 10,000 firms with AI adoption while expanding use in manufacturing, healthcare, and finance. Jun Yuan Yong and Fanny Potkin, Reuters, May 20
Singapore urges financial firms to use AI to create better jobs. Deputy Prime Minister Gan Kim Yong said Singapore’s banks and financial firms should use AI to create better jobs and train workers for higher-value roles, not only cut costs. He said slowing adoption would weaken competitiveness, while the next phase for Singapore’s financial hub depends on enterprise-wide AI use, worker training, trust, safety, and security. Yantoultra Ngui, Reuters, May 20
Taiwan
Lai, KMT trade barbs over cross-strait policy differences. President Lai Ching-te accused the KMT of weakening Taiwan’s sovereignty and defense by supporting the 1992 Consensus and blocking budget measures for U.S. arms purchases and domestic weapons production. The KMT rejected Lai’s criticism as a distortion, saying dialogue reduces hostility and avoids war. The TPP also criticized Lai for blaming opposition checks and balances for policy deadlock. Wang Cheng-chung and Joseph Yeh, Focus Taiwan, May 20
Trump to speak with Taiwan's president in a new challenge for U.S.-China relations. President Donald Trump said he would speak with Taiwan President Lai Ching-te, a move that would be unprecedented since Washington shifted diplomatic recognition from Taipei to Beijing in 1979. No call has been scheduled. Lai welcomed dialogue and said Taiwan seeks to maintain the cross-strait status quo, while Trump’s remarks added uncertainty after he deferred a decision on a major Taiwan arms sale. Bo Erickson, Michael Martina, and Trevor Hunnicutt, Reuters, May 20
Kazakhstan
Kazakhstan parliament adopts constitutional law package to advance reform agenda. Kazakhstan adopted constitutional laws to strengthen its updated legal framework after a joint session of the Mazhilis and Senate. The package defines presidential powers, establishes the Kurultai’s legal framework, institutionalizes the Kazakhstan Khalyk Kenesi, regulates the capital’s governance, refines administrative-territorial rules, and updates electoral legislation as part of broader constitutional reform. Dana Omirgazy, The Astana Times, May 20
Kazakhstan and Kenya chart new path for interregional cooperation. President Kassym-Jomart Tokayev and President William Ruto agreed to expand Kazakh-Kenyan cooperation across political, economic, and humanitarian fields. Kazakhstan will open an embassy in Nairobi, while both sides discussed a Business Council, trade, agriculture, transport, mining, renewable energy, digital technologies, finance, tourism, and academic exchanges. Delegations also signed agreements on investment, technology, trade facilitation, and institutional cooperation. Dana Omirgazy, The Astana Times, May 20
East Asia
Where’s the Beef? Trump’s Underwhelming Meeting with Xi. Trump’s Beijing meeting with Xi avoided major concessions on Taiwan, but produced few concrete gains for Washington. China pressed against pending US arms sales to Taiwan, while Trump made no clear commitment. Claimed deals on beef, soybeans, and aircraft lacked confirmation from Beijing. The outcome exposed weak leverage, with allies sidelined, and pointed to critical minerals cooperation as a stronger path before Xi’s planned US visit. Melanie Hart, China Observers, May 20
Why China must reject Trump’s ‘G2’ narrative. China should reject Trump’s G2 framing because it privileges US-China bargaining over multilateral cooperation and risks validating American pressure. Beijing’s response combines contestation with institution building, including trade and investment councils, while presenting multilateralism as a counterweight to US dominance. Gu Bin, ThinkChina, May 20
Has the case for PRC capital opening changed? Beijing is pursuing selective capital account opening to support RMB internationalization, corporate overseas expansion, and financial resilience against dollar shocks. Policymakers favor monitored channels, negative-list oversight, and traceable flows rather than full liberalization. Corporate outbound funding is receiving more room, while household outflows remain controlled. The result is an opening without surrendering control, built around firewalls, macroprudential rules, and managed convertibility. CHINA POLICY, May 20
Trump–Xi summit spells uneasy news for Japan. The Trump-Xi summit produced a fragile US-China pause shaped by domestic pressure, the Iran war, and Taiwan tensions, not a settlement of strategic rivalry. Managed detente may reduce direct confrontation between Washington and Beijing while weakening Japan’s confidence in US backing. China has pressed Tokyo over Taiwan comments and used economic coercion, while Japan’s harder security agenda risks deeper isolation unless it recalibrates ties with Beijing. Hitoshi Tanaka, East Asia Forum, May 20
Japan’s immigration politics starves restaurants of workers. Japan’s restaurant sector has exhausted its 50,000-worker quota under the Type 1 Specified Skilled Worker visa, halting new recruitment despite severe labor shortages. The cap reflects outdated projections set after the pandemic’s downturn, while demand has returned as chains seek foreign staff for service, kitchens, and management. Political resistance to immigration, strengthened by conservative pressure, now blocks quota changes that employers say are needed to keep businesses operating. Naoto Higuchi, Sachi Takaya, Nanako Inaba, East Asia Forum, May 21
Southeast Asia
Undersea Cable Risks: Lessons for Southeast Asia. Threats to cables in the Hormuz and Red Sea corridors expose Southeast Asia’s reliance on fragile digital routes that connect the region to Europe. Damage could slow internet service, disrupt finance, and weaken e-commerce. The Strait of Malacca presents similar risks because of narrow waters and heavy traffic. Southeast Asia needs route diversification, stronger repair rules, satellite options, and regional cooperation on protection for digital resilience and crisis readiness planning. Mae Chow, FULCRUM, May 20
Agentic AI on Social Media Platforms in Southeast Asia: The Need for Governance. Agentic AI can plan and execute social media influence operations with little human control, raising risks for Southeast Asia’s information space. Existing disinformation networks could gain speed, scale, and opacity, while moderation systems remain weak in low-resource languages such as Burmese, Khmer, and Tagalog. Governments, platforms, and civil society need baseline rules, incident reporting, detection tools, risk taxonomies, and user disclosure rights before autonomous manipulation outpaces regional safeguards and oversight. Nuurrianti Jalli and Maria Monica Wihardja, FULCRUM, May 20
Ageing and housing affordability collide in Thailand. Thailand’s aging population is weakening housing demand, shrinking the buyer base, and making homeownership a burden for lower-income households. Smaller households face mortgage costs with less family support, while wage growth falls short of the income gains needed to sustain past ownership patterns. Policy should expand secure long-term rentals, repurpose surplus stock, and regulate foreign demand to prevent market stability from deepening inequality. Ratree Prasomsup, East Asia Forum, May 20
The Ringgit Myth: Why Malaysia’s Export Machine Doesn’t Need a Weak Currency to Win. Malaysia’s stronger ringgit pressures exporters by reducing local-currency revenue, but exports have stayed strong because competitiveness rests on technology, supply chains, and global demand. Electronics and semiconductor demand shield key sectors from exchange-rate swings, while cheaper imported inputs offset some losses. Small firms remain exposed to currency shocks, making industrial upgrading, productivity, innovation, and non-price advantages more important than reliance on weakness. Tee Jia Yang, Sino-Southeast Initiative, May 20





