Indonesia and Vietnam: writing their own stories
Read about the evolving economic landscapes of Indonesia and Vietnam, assessing key structural shifts, investment opportunities, and geopolitical influences.
Key Takeaways:
• Indonesia's Transformation: Infrastructure investments and commodity processing policies have boosted economic growth, with strong prospects in consumption and manufacturing.
• Vietnam's Industrial Strength: A key beneficiary of supply chain diversification, Vietnam is moving up the value chain in high-tech manufacturing.
• Geopolitical Risks: The impact of U.S.-China trade tensions and local political transitions remain key factors for investors.
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