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摘要
亞洲國家的發展及影響力，逐漸在全球具備舉足輕重的地位，面對疫情後供應鏈重新調整、消費者大幅增長及經濟創新轉型等推動下，對於全球投資人布局更趨關鍵。
近年深耕亞洲市場的瀚亞投資，攜手 PwC 新加坡合作公布一份《亞洲 2.0：投資於新機遇時代》亞洲白皮書，針對全球跨產業的百位企業高階主管進行亞洲市場調查及訪談，探討在人口、科技及經濟轉型下，亞洲如何為全球投資人創造嶄新投資機會。
亞洲白皮書調查 七成受訪者看好亞洲發展
根據白皮書調查顯示，亞洲對全球經濟發揮日益重要的作用，到 2030 年，亞洲將占全球生產總值 40％ 以上，及全球出口的 42％。而全球百位企業領袖調查結果，摘要如下：
● 企業在亞洲尋求擴張及發展，看好國家為：印度（67％）潛力最大，緊隨其後是中國（57％）及印尼（38％）（見表 1）。
● 看好亞洲擴張或轉型機會的原因，77％ 受訪者看好亞洲消費群不斷擴大；69％ 對於亞洲未來經濟增長樂觀（見表 2）。
● 支撐亞洲未來轉型及其長期業務發展的主要關鍵，62％ 受訪者認為是實體及數位基礎建設同步發展，其次為良好的教育及技術勞動力（56％）及政府政策與優惠支持（50％）。
● 對永續發展的關注日益增加，57％ 受訪則認為選擇供應商將取決於 ESG 因素。
瀚亞投資：亞洲市場 各具投資魅力
在亞洲白皮書中，瀚亞投資針對9個亞洲市場當前的變化、下個轉型與上次不同的原因，以及將為投資人帶來的全新機遇進行詳盡分析，發現每個亞洲國家均蘊含大量機會的行業，具備多元化機會。
其中，全球高階管理人最看好的國家是印度（67％），緊隨其後是中國及印尼。據聯合國統計，印度是世界上人口最多的國家，隨著人口增長和收入水平上升推動需求增加，到 2030 年，印度總消費支出預計將從 2022 年的 2.1 兆美元增至 4.8 兆美元。
另一個全球大國——中國，預計到 2030 年將占世界 GDP 的 20％ 和全球出口的 12％。龐大的消費市場成為未來經濟增長的主要動力。消費支出預計將從 2022 年的 6.7 兆美元增加到 2030 年的 11.2 兆美元。此外，看好中國在電動車製造和可再生能源領域的領先地位，提供亞洲綠色轉型的投資機會。
印尼不斷增長的人口和中產階級提供了巨大潛力。根據 Euromonitor 稱，到 2030 年，該國的中產階級家庭將擴大到 2,300 萬戶，這將推動需求和支出，其中，消費支出預計將從 2022 年的 6,830 億美元增加到 2030 年的 1.3 兆美元。
瀚亞投資攜手 PwC 新加坡 看好亞洲潛在機會
PwC 新加坡國際增長業務合夥人 Sidharta Sircar 表示，「全球商界領袖均發現亞洲正在增長及轉型，且具有尚待開發的潛力。在我們與瀚亞合作研究中，受訪者表示正在積極尋求機會。創新既出現在製造、醫療保健及金融等傳統領域，亦出現在數位經濟、可再生能源及電動車等新經濟領域。」
瀚亞投資（新加坡）投資長暨代理執行長馬浩德 Bill Maldonado 則認為，「亞洲市場的投資機會極具吸引力，亞洲經濟具有卓越地位，但在全球投資人的投資組合中角色遭到低估。觀察每個亞洲國家處於不同經濟增長階段，當地市場各具多元化及複雜性，投資人必須了解各市場的細微差別，或透過專業研究團隊及機構，才能捕捉亞洲獨特的超額收益投資機會。
表1、全球百位商業領袖調查：前五大最具潛力的亞洲國家
資料來源：瀚亞投資（新加坡），2023/5
表２、受訪者看好亞洲轉型及經濟發展的理由
資料來源：瀚亞投資（新加坡），2023/5
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