Invest in the Future Economy

Investors can discover diamonds in the rough by doing more research and looking at subsectors and proxies instead of buying familiar tech and ESG names. If you are seeking blue oceans, look deeper into which subsectors are making more money. There are so many things happening within these spaces.

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Indonesia - Point of No Return

Going forward, we believe ESG-friendly policies are no longer optional for the government. This has become more important for the government, especially given Indonesia's need for major investments to boost economic growth, which was stagnant at c.5% in 2015-19

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ASEAN Increasingly Complementary with China

In 2020, for the first time since China's reforms, ASEAN became its largest trading partner, while the EU is second, followed by the US.

With rising wages, the US-China trade and tech war, as well as China's rapid industrial upgrading, ASEAN has become increasingly complementary with China.

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