Southeast Asian growth markets, such as Vietnam, Thailand, Singapore, the Philippines, Malaysia and Indonesia, are exhibiting strong fundamentals particularly attractive to investors in real assets in sectors such as energy, digital infrastructure and new-economy real estate, according to a report titled, “The strong fundamentals of Southeast Asia,” by Actis’ Brian Chinappi, partner and head of real estate, and Rahul Agrawal, partner, energy infrastructure, which was published in the July/August issue of Institutional Real Estate Asia Pacific.
Chinappi and Agrawal explain their optimism about this region: “Southeast Asian currencies have been very stable for several years now, and, critically, these markets now have their own domestic financial power with deeper financial systems, including institutional investors. The region’s governments also understand the need to attract and secure international capital and are consequently building stable regulatory environment