Issue 74: ASEAN Opportunities
- Sharmila Whelan

- Aug 13
- 1 min read
13 August 2026

Seek diversification opportunities through stock selection in the digitalisation, ecommerce and AI space. ASEAN exporters remain highly cost competitive and global facing. The region’s 700m consumer market should not be dismissed either. Its ecommerce market, the biggest in the world, is growing rapidly. Domestic companies are investing in AI and so are global tech giants.
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