In an article on “Southeast Asia’s new PPP race“, by Alicia Buller for Partnerships Bulletin, I contributed comments on the competitive advantages of ASEAN’s top 5 PPP markets – Indonesia, Vietnam, Philippines, Thailand and Malaysia – in their competition for global capital.
As “geography cannot be abolished — even in the age of AI and deep tech”, I argued that “Southeast Asia sits at the epicentre of two major global shifts“:
📍 the ‘China Plus One’ supply chain diversification trend – “the US-China trade and technology standoff is driving a tidal wave of corporate relocation, fuelling demand for a new generation of ports, industrial parks, and logistics networks“.
📍 the twin digital and green transitions – “the US-China confrontation has created an urgent need for secure, independent digital infrastructure – from data centres to 5G – effectively birthing a new asset class“.
“In this environment, an investor isn’t merely buying a 25-year concession; they’re taking a direct stake in two of the most powerful secular trends in the world’s most dynamic economic region.”
Read the full article here.
Picture credits: Getty
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