2022 Region Assessment: Will Southeast Asia regain the growth crown?

The world's attention is shifting to Southeast Asia, driven by steady historical growth, the intensifying China-US rivalry, and attractive demographics. This report will argue that this attention is warranted, but most investors are missing a critical new growth driver: the increase in investment, competition, productivity, and inclusion spawned by tech-enabled disruptors (TEDs). Among the topics, we will share our informed views on Southeast Asia's growth prospects over the next decade and deep dive into a few questions that should help strategic and financial investors evaluate portfolio allocations to Southeast Asia.

• What factors have driven Southeast's Asia strong and steady growth over the last three decades?
• Is Southeast Asia set to maintain or improve on the growth trend? How have recent disruptive events (COVID, Ukraine-War, global inflation) impacted Southeast Asia's prospects?
• Within Southeast Asia, which countries will lead, and which will lag?