One of the world's fastest growing economies offers deep value
Persistently strong growth
Southeast Asia is one of the world’s fastest-growing regions, projected to outpace global GDP growth by 70% through 2034.
Young & rising middle class
60% under 35 - middle class expected to surpass 400 million by 2030
Digital economic boom
250+ billion USD digital economy, doubling by 2030, backed by 80% internet penetration
FDI surge
17% of global inflows (up from 6% in 2015) focused on semiconductors, electronics, renewable energy
Strategic positioningBenefits from “China-plus-many” strategy and trade shifts, strong in EV batteries, high-tech exports
Attractive valuations
~11x P/E for 2025E with >30% EPS growth, offering attractive upside vs. developed markets