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Singapore's software market remains active, but investors are placing sharper discounts on weak retention and unclear expansion logic.

Factory orders and freight activity across Asia Pacific show a more constructive demand picture, though recovery remains highly sector-specific.

Vietnam's manufacturing growth is increasingly tied to second- and third-tier supplier depth, not just large assembly commitments.

Digital wallet leaders across Asia Pacific are shifting from growth-at-all-costs tactics toward merchant economics, settlement quality, and service bundling.

Foundries, packaging specialists, and materials suppliers across Asia Pacific are still investing aggressively, but capital allocation is becoming more selective and tied to AI-linked demand.