ASEAN Strategy
Comment of the Day

September 09 2020

Commentary by Eoin Treacy

ASEAN Strategy

Thanks to a subscriber for this report from CLSA which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

One of the greatest advantages emerging markets have over developed markets is they get to skip stages of development. The rollout of remote working, more online services like shopping, entertainment and relocating business activities to the cloud is likely to have a much bigger impact on growth in developing countries because the leap in productivity gained is so much greater. That is likely to set up continued outsized growth for years to come.

 

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