DUE DILIGENCE
As Japan lets go of legacy practices, digital push opens door for business software market
Adoption of software-as-a-service is set to take off in country’s corporate sector, but the playbook is not about speed
From search to prompt: Consumer AI will eat the app world
While we’re still early in the AI adoption curve, there are already signs of scale
From padel to Pilates, health and fitness are powering Indonesia’s next consumer wave
Behavioural shifts in Indonesia’s fitness, food and fashion markets suggest a durable consumption pattern with long-term growth potential for investors
Look beyond AI hype to find compelling semiconductor investments as supply chains shift
The real structural opportunity may be quietly taking shape in the factories in our own neighbourhood
Can Vietnam redefine the future of cross-border e-commerce, despite potentially stormy tradewinds ahead?
The country’s value chain is evolving fast – integrating supply, logistics and consumer-facing operations
South-east Asia is binging on snacks, and investors are buying in
A region-wide ‘snackification’ trend is taking hold, where meals are being replaced by quick bites that are indulgent, functional or both
Indonesia’s credit conundrum: Risks and opportunities in a fast-growing debt market
Understanding them is crucial for those looking to tap into one of the world’s most dynamic financial landscapes
Numbers really count: Why financial modelling is key for startups
A robust model can provide a strong foundation for collaborative and creative brainstorming among investors and founders
South-east Asia venture capital hitting the wall in 2024
Pessimism abounds, but despite the challenges, this year could prove to be a foundational one for building portfolios with the potential for strong returns
South-east Asia’s evolving retail trends: upgrading, downgrading, or filling unmet needs?
Each theme has merit and logic behind it; for investors with the right approach, there are plenty of opportunities
