Perspectives on Leadership in Energy & Industry
Observations from our practice — on the leadership challenges, talent dynamics, and market shifts shaping energy and industrial businesses across Asia.
Asia's Defense Industrial Moment: The War Economy
The math of conflict is brutally simple: when wars escalate and shipping corridors close, governments spend more on defense — and they spend it urgently. Active military engagements in the Middle East
By Rushit ShahApril 20269 min read
The War That Came for Asia
Three weeks ago, a barrel of Brent crude cost $70.50. Today it costs $113.52, per ICE/Trading Economics data as of March 23. That is a 60% increase in the single most important input cost for every ec
Rushit Shah
Thailand’s Industrial Reckoning
Thailand in 2026 is a paradox. GDP growth is slowing yet FDI is booming. The country recorded 1.36 trillion baht in FDI in 2025.
Rushit Shah
Who Will Actually Run Asia's New Fabs?
As fabs expand and packaging ecosystems mature across Asia, leadership hiring is shifting toward operators who can manage yield, talent, and supplier complexity at the same time.
Rushit Shah
The Leadership Gap in Asia’s Energy Transition
As Asian energy companies shift capital toward renewables and low-carbon assets, the executive talent required to lead these businesses looks fundamentally different from the profiles that built their legacy portfolios.
Rushit Shah
What We Look for When Assessing Leaders in SEA
Technical competence is table stakes. The differentiator at the senior level in this region is often something harder to measure.
Rushit Shah