Value unlock in Indonesia & Vietnam

Our Active Engagement approach is anchored on identifying hidden value in businesses, using the tool of Engagement to unlock and drive its greater and deserved market recognition. Following our recent Engagement trips to Korea, Taiwan and India, we ventured further east to Indonesia and Vietnam. While Southeast Asia has not been immune to the widespread volatility triggered by the Covid-19 pandemic and rising geopolitical tensions, the region remains resiliently positioned with compelling long term fundamentals intact. This has been shaped by the supportive secular trends that have emerged over the last decade. As we look ahead to a post pandemic future for the region shaped by greater regional trade, integration and shifts in global manufacturing supply chains, two key markets stand out. Unlike previous decades that tend to favour integrated and efficient markets, the current backdrop favours economies with large domestic markets and limited trade integration with exclusive access to resources.

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