Where are the ASEAN sweetspots?

The long-term investment case for the Association of Southeast Asian Nations (ASEAN) region remains extremely compelling. This is not only due to the high levels of economic growth in regional economies, but also the strong domestic fundamentals, which we believe will continue to limit exposure to any negative external shocks from the rest of the world. The countries that make up the ASEAN region, such as Thailand, Singapore, Indonesia and Malaysia, represent some of the most dynamic global economies. Myanmar’s tentative reintroduction into the regional economy is testament to the opt...