With inflation at elevated levels unseen in decades, partly caused by Russia’s invasion of Ukraine, and partly a result of continuous heightened tensions between the US and China, events in the global political and economic scenes in 2022 may lead one to question the appropriateness of past strategies in such an unfamiliar and chaotic economy. Investors are faced with unprecedented challenges as we enter a new regime where substantially higher interest rates and inflations may become a new normal. But with the right understanding and some twists in strategies, this changing environment will also bring opportunities that only happen once in a few generations.

In this special report, we take you through the developments that have been happening since we introduced our two newly identified megatrends – Indonesia 2.0 and Web 3.0.

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About Our Blog

This blog covers obser-vations made by our team. It can touch on any subject that we deem relevant for investors in Asean markets.