In our new CIO Special, we analyse the economic outlook for Southeast Asia and the asset class implications especially with the regional border reopening.

  • Despite spillovers from Ukraine and China’s struggles with Omicron, we see supportive growth drivers for Southeast Asia, particularly from regional border reopening.
  • With the rising interest rate environment and high commodity prices, ASEAN’s financial and energy sectors could continue as key sectoral drivers.
  • Singapore has tightened monetary policy three times in the past six months; more central bank tightening is likely to follow in Southeast Asia.

 

 

To download a PDF of the full report, please click here.

Download our latest CIO Special

From a macro perspective, we think ASEAN economies will continue to see solid growth this year. Fixed investment in many markets proved quite resilient during the pandemic, compared with household spending. There are reasons to expect this to continue: foreign direct investment flows into several ASEAN economies, notably Indonesia, Malaysia, and Vietnam, remain strong.

PDF

Language:


In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not thecase in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Investments come with risk. The value of an investment can fall as well as riseand you might not get back the amount originally invested at any point in time. Your capital may be at risk.

The content and materials on this website may be considered Marketing Material. The market price of an investment can fall as well as rise and you might not get back the amount originally invested.  The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consider the sales restrictions relating to the products or services in question for further information. Deutsche Bank does not give tax or legal advice; prospective investors should seek advice from their own tax advisers and/or lawyers before entering into any investment.

Recent special reports

See more

×