The region will need over USD 30 billion of investment capital to just generate additional 15+ GW of renewables by 2030, including solar, wind, hydro, and waste-to-energy, data center local power sources, alongside transmission grid upgrades, geo scoping services and power cable laying. M&A and growth opportunities for middle-market companies to expand scale, integrate services, and capture rising demand.
Transformation and rapid scale-up in the industrial sector is underway due to strong government support, strategic location, and rising foreign direct investment. Strong growth is seen in key manufacturing sub-sectors in advanced manufacturing, automotive, electronics, and high-value production – thereby fueling consolidation and project finance opportunities as companies upgrade operations to meet rising demand and global supply chain shifts.
Highly underpenetrated segment in the region with large gaps in access and infrastructure across emerging ASEAN markets – thereby driving demand for hospital expansions, digital health platforms, and healthcare distribution consolidation. Accelerating investments in the region offer investors compelling opportunities in the mid-market providers to build integrated healthcare businesses.
Rising need for capital from scalable firms in software, fintech, digital platforms, and IT services poised to capture expanding regional market demand. Strong fundamentals such as recurring revenues, customer stickiness, and profitable unit economics drive capital interest. Opportunities in building platform companies to build scale and targeting companies with clear paths to profitability.
