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Asian Insights
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Pockets of resilience in the technology sector
- Macroeconomic headwinds are taking their toll on consumer sentiment. Intentions for big-ticket purchases are falling, and firms are experiencing smaller order books.
- Enterprise technology investment will be supported by a range of long-run factors. Demand from this segment will provide a buffer against cyclical challenges.
How will emerging asia fare in 2023?
- Post-pandemic normalization in factor markets and government policy, as well as domestic and international political shifts will work under the hood of the world order.
- These processes may trigger surprises such as heightened geopolitical shocks and rivalries, but there may be upsides that Southeast Asia can take advantage of.
