South East Asia: A SEA Of Opportunities?

South East Asia was a major outperformer in 2012, with the ASEAN 10 economy expanding by an impressive 5.5% in real terms. In light of the region’s strong growth, combined with positive demographics and an improving political outlook, investor optimism has perhaps never been so high. Ahead of the release of our first ASEAN special report, Andy Wang, Daniel Gan, and Umang Parikh sit down to discuss whether or not the optimism is warranted, as well as what sort of opportunities we see for the region moving forward.