ASEAN Logistics - Full Steam Ahead

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ASEAN Logistics - Full Steam Ahead

M&A and investments in the logistics sector in Asia, and particularly in ASEAN, have steadily been on the rise with valuations which are often at a premium to prevailing market multiples. Consolidation is definitely the buzzword in the global logistics industry.

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Emerging Markets Talent Wars - Think Global, Act Local

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Emerging Markets Talent Wars - Think Global, Act Local

Stock markets often belie the facts about the true picture of the underlying economy – while Developed Market (DM) stock markets have outperformed their Emerging Market (EM) counterparts every year since 2011 (except YTD 2015), the underlying economies have followed different trajectories.

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Vietnam - Quest for the Holy Grail

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Vietnam - Quest for the Holy Grail

Our M&A Advisory team followed up on the optimism on Vietnam shared in the June 2015 newsletter by spending a week in Ho Chi Minh City last month speaking to various local stakeholders to corroborate our thesis.  We found the sentiment in Vietnam upbeat as after approx. 3-4 years of slow growth and watching its neighbours in ASEAN garnering investor attention, the country finally finds itself back under the spotlight.

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Vietnam, Boom Boom

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Vietnam, Boom Boom

Hailed as the next "Asian Dragon", Vietnam has accounted for only ~10% of the deal volume in the ASEAN region in the last 5 years (excluding real estate) of which approx. a third was focused on the Consumer products industry.

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Diversity Matters

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Diversity Matters

In 2013, it was reported that companies with top-quartile representation of women on boards had 47% higher return on equity and 55% higher earnings before interest and tax on average, than those without any woman on their boards, across various industries.

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