DUE DILIGENCE

DUE DILIGENCE

Beyond the assembly line – Can Malaysia climb the semiconductor value chain?

South-east Asia is not one market but a patchwork of distinct regulatory systems, business cultures, and languages. That complexity is precisely what makes it defensible against a one-size-fits-all product built in Palo Alto.
DUE DILIGENCE

South-east Asia has never produced an enterprise software giant. AI might change that.

Razer, founded by Tan Min-Liang and dual-headquartered in Singapore and California, is one of the world’s leading gaming peripheral brands by revenue.
DUE DILIGENCE

Creative, Razer, Secretlab – What’s the playbook for building a global brand from Singapore?

While the price of Bitcoin stagnated in 2025, the structure of the crypto ecosystem matured at a velocity that the charts ignore.
DUE DILIGENCE

2025 was not the year crypto died; it was the year crypto got a job

A distinctive operating environment does not make Japan harder, just different. It is a market that rewards builders who think in decades, not quarters.
DUE DILIGENCE

As Japan lets go of legacy practices, digital push opens door for business software market

Over the last 18 months, there has been a Cambrian explosion of AI-enabled consumer platforms across most sectors one can think of, completely reimagining software and platforms for an otherwise existing demand base.
DUE DILIGENCE

From search to prompt: Consumer AI will eat the app world

People taking part in a free Zumba dance workshop on a street during Car Free Day in Jakarta.
DUE DILIGENCE

From padel to Pilates, health and fitness are powering Indonesia’s next consumer wave

Companies that can deliver reliable, cost-effective solutions with strong local support stand to grow rapidly, without having to fight head-on with TSMC or Samsung on leading-edge process nodes.
DUE DILIGENCE

Look beyond AI hype to find compelling semiconductor investments as supply chains shift

Vietnam is strong in apparel manufacturing, from simple to complex wear, such as suits.
DUE DILIGENCE

Can Vietnam redefine the future of cross-border e-commerce, despite potentially stormy tradewinds ahead?

Temasek’s US$1 billion investment in India's snack giant Haldiram's made one thing clear: the humble snack is no longer just an impulse buy — it's now an investable asset class.
DUE DILIGENCE

South-east Asia is binging on snacks, and investors are buying in