Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)
Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton’s Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors: e-commerce, fintech and gaming. Below is an excerpt from their new “Trends Reinforced” paper. READ MORE
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