Research
Southeast Asia 2019 Outlook
Southeast Asia to benefit from domestic consumption and shifts in global supply chains
While global growth in 2019 is expected to be slower than 2018, technology companies and global retailers continue to expand in Southeast Asia. Higher trade tariffs on China may impact imports of components by China from Southeast Asia in the short term but in the medium term, more manufacturers are likely to relocate to Southeast Asia.
We expect higher demand for industrial property in Southeast Asia.