OUR PERSPECTIVES

We are in Southeast Asia's 
golden age

This digital decade will bring unprecedented consumption growth to the region, reaching US1T GMV by 2030.

Favourable demographics

Working age population to increase by 40 million by 2030. Income levels rising at 6- 8% annually, and 90 million people to move into cities.

Middle class upgrade

Middle-income households to double, contributing 140 million new consumers, 16% of new global consumer class.

Investment
inflows

Deal activity of USD11.5 billion in H1 2021 alone, 2x of 2020. FDI reached USD155 billion in 2018, exceeding China by 1.2x and India by 3.7x.

Digital
boom

By 2030, Southeast Asia will have 575 million internet users, 90% of them through mobile. 8 out of 10 internet users are digital consumers.

NEW CONSUMPTION TRENDS

Mass digital connectivity is accelerating the move to a consumer-centric economy

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Digital as the new normal

ASEAN digital economy to reach USD360 billion and digital payments to surpass USD1 trillion by 2025.

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Social capital is king

44% of Southeast Asia's USD109 billion e-commerce market in 2020 was social media commerce. Spending is set to double by 2026.

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Advent of Web 3.0

Transition to Web 3.0 creating disruption. Metaverse as new operation system with personalisation and privacy as key themes.

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Sustainability goes commercial

Circular economy as a value driver. Reframing environmental and social threats as growth opportunities will be more than USD5 trillion by 2030 in Asia.

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Rise of health & wellness

Asia represents 40% of growth in global healthcare spending over the next decade. ASEAN spending on healthcare to exceed USD740 billion in 2025.

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Buying local

Disrupted global supply chains driving zero inventory model to favour local production. More than 80% of Chinese and Indonesian consumers favour locally produced goods.

WE INVEST IN WHAT'S BETTER FOR YOU

Covid-19 has moved the consumer value matrix beyond price and convenience 

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Physical
wellbeing

Ability to maintain a healthy quality of life of body, mind, and spirit.

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Material
wellbeing

Increased income and better standards of living. 

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Psychological/
emotional wellbeing

Ability of individuals to maximise their full potential and  be more resilient.

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Social
wellbeing

Increased quality of social interactions and greater diversity and inclusion.

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Environmental wellbeing

Direct positive impact on the environment.