Soegeng Wibowo’s Post

In the coming decade, Southeast Asia's growth is poised to surpass previous projections, fueled by opportunities for strategic investments in new growth sectors and technology-driven disruptors. Our latest report, crafted in collaboration with Angsana Council and DBS Bank, explores five critical levers that will drive this rapid expansion. Learn how these factors will shape the region's future and unlock unprecedented opportunities. https://atbain.co/4fliCpb

Southeast Asia is likely to outpace China’s growth in the next decade, according to a new report by Bain & Company, DBS Bank and Angsana Council. The region has strengthened its fundamentals by boosting key areas such as manufacturing and investing in emerging sectors. https://bit.ly/3Synptx

💼🌍 Unmasking the Titans of Southeast Asia: A Treasure Trove of Value and Opportunity 🚀 💡 Insight: The most valuable companies in Southeast Asia by market capitalization are not tech giants or manufacturing powerhouses. They're banks! 🏦 🌟 #Singapore's DBS Bank, with a market cap of $69 billion, and #Indonesia's Bank Central Asia, valued at $73 billion, are the region's financial behemoths. They stand as testament to the robust banking systems that fuel economic growth and stability. 🌱 #Thailand's PTT Public Company Limited, a player in oil and gas, remind us that traditional industries still hold sway. Yet, the emergence of tech-giants like Singapore’s Grab, with a market cap of $14 billion, signals a seismic shift towards digital economies. 💡 What does this mean for foreign investors looking to do business in South East Asia? It's simple. These companies are not just economic powerhouses. They are crystal balls, offering glimpses into market trends and investment opportunities. A balanced blend of traditional and innovative industries creates a ripe landscape for strategic investments. 🌍 Southeast Asia, with its resilience and potential, is a region ripe with opportunities. Despite global economic challenges, the market values of these companies promise a bright future. Staying attuned to these market leaders could unlock new opportunities in one of the world's most dynamic regions. Remember, the future belongs to those who can see it. 🚀

🌏 Asia’s dynamic markets hold vast potential, yet they come with unique complexities. For investors focused on long-term growth, understanding these nuances is key. Join us at Global Alts Asia 2024 for an insightful panel discussion on "Navigating Asian Markets: Strategies for Long-Term Value Creation." Our panelists will share their expert strategies for tackling the region's distinct challenges and seizing emerging opportunities to drive sustainable value. Featuring: Daphne Chester, Partner & President, WFM Asia Sean Ho, Founder & CIO, Triata Capital Limited Jing Ning, CEO, Cephei Capital Key discussion points: ✓ Long-term approaches tailored to Asia’s evolving markets ✓ Strategic insights for managing regional risks and complexities ✓ Techniques for fostering sustainable, long-term value in diverse market conditions Moderated by Terry Minkey, Head of Prime Finance Origination (APAC), HSBC 📅 Global Alts Asia 2024 📍 Singapore Don’t miss this chance to gain actionable insights from top minds in Asian markets! #GlobalAltsAsia #InvestmentStrategy #AsianMarkets #LongTermValue #AlternativeInvestments

We are increasing our participation in ASEAN's growth and development 🌏 As a global financial institution, we are strategically aligning ourselves with the growing importance of the Southeast Asian market. Recognising the opportunities and challenges, we are increasing our investment in the region and actively participating in ASEAN's growth and development. Alexander von zur Muehlen, our CEO for Asia Pacific, Europe, Middle East & Africa and Germany, recently shared insights with Euromoney on the bank's strategic focus on ASEAN's emerging markets. Our key messages are: ☑️ Timely recognition of ASEAN's growing importance amid global diversification away from China. ☑️ Deutsche Bank's investment in Southeast Asia reflects foresight, opportunity and strategic positioning. ☑️ Focus on supporting clients across sectors amid geopolitical shifts and rising consumer demand. ☑️ Commitment to Southeast Asia extends beyond financial services to develop local talent and deepen regional expertise. ☑️ Long-term commitment to ASEAN's prosperity through increased investment and innovation. 🔗 Read the full article (paywall): https://lnkd.in/eT33TUb5 #DeutscheBank #ASEAN #Investment #Banking #EconomicGrowth

A comprehensive ten-year outlook for Southeast Asia, published by the Angsana Council (Monk's Hill Ventures), Bain & Company, and DBS Bank Key Messages 🔹 Southeast Asia will likely outgrow China over the next decade, despite global headwinds  🔹 The world has changed in fundamental ways; governments need to adjust  🔹 Five “traditional” priorities stand out to raise Southeast Asia growth  🔹 Strategies to raise growth will require policy intervention  🔹 Opportunities to integrate are less important than domestic levers 

This week, I had the chance to participate in a panel discussion hosted by HSBC on "Powering the Opportunities in Vietnam’s New Economy." Among many exciting growth drivers and catalysts, we also discussed the challenges of investing into Vietnam. Here is a summary of my viewpoints: - There is no precedence for large successful exits in Vietnam. But the quality of talent in Vietnam is promising enough for us to invest efforts in creating such precedents ourselves. - The availability of growth capital remains a challenge in Vietnam. This is where we add value by having a Capital Formation team to support our portfolio, bridging this gap. - We diversify our exit risk by investing in founders who "adapt locally but think globally." We believe that Vietnam has most of the factors to become an ideal launchpad to build high-quality products at an affordable cost to serve the world. Thank you HSBC for the opportunity to share these insights and engage in such a meaningful discussion with the other esteemed panelists.

Get excited about Southeast Asia — an era of prosperity and opportunities is in the making! Jointly prepared by DBS Bank, Angsana Council, and Bain & Company, the "Navigating High Winds: Southeast Asia Outlook 2024 – 2034" report reveals how Southeast Asia’s prospects have brightened despite the prevalence of global headwinds. This comprehensive report identifies the new drivers that will accelerate this growth, providing valuable insights for businesses and investors alike. Buckle up and prepare to harness the winds of change! Find out more: https://go.dbs.com/4c62wwF #SEAGrowth #EconomicOutlook #SoutheastAsia #FDI

Today, Fortune debuts the first-ever Southeast Asia 500 ranking, measuring the largest companies in the region by revenue. By revenue, energy sector was Southeast Asia’s largest sector with US$590.7 billion, followed by banking sector at $242 billion. This is the one of the genre-defining rankings that we are bringing to Asia, stay tuned for the coming months! https://lnkd.in/gMmujrg2

With the central bank's efforts to increase the interest rate in order to constrain the peak inflation rate to 5.3% by mid-2023, and the significant decline in global trading volumes, the economies in Asia Pacific has shown incredible resilience and recovery, contributing 70% to global economic growth. Forecasts also show that the growth of the region will be 4.8% by 2024, the highest level globally. However, in the long term, businesses in the Asia Pacific region need to focus on profitability challenges, while also innovating their business operations to ensure future adaptability. According to 27th Annual Global CEO Survey for Asia Pacific Region conducted by PwC , 63% of CEOs remain uncertain about their company's ability to survive if it continues to operate in the current way.   To help businesses stay in line with global economic trends, the IBOD program with the strategic cooperation between VIETSTAR - Singapore Institute of Directors (SID) will be implemented on April 16-19, 2024 in Singapore. #Sustainability #IBOD #InternationalBoardofDirectors #GreenFinance  #SustainableDevelopment