东盟崛起:中国+1以外的下一个全球增长平台 2026.docxVIP

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东盟崛起:中国+1以外的下一个全球增长平台 2026.docx

TheriseofASEAN

DoingbusinessbeyondChina+1

Cover

CoverxPACIFICA/GettyImages

September2026

2TheriseofASEAN

ManagementSummary

Astructuralopportunity

ASEAN(theAssociationofSoutheastAsianNations)hasevolvedintoanindispensablenodeoftheglobaleconomy,underpinnedbydecadesofsustainedGDPoutperformance,arising

globaltradeshareprojectedtoreach12%by2050,andacceleratingFDIinflowsnowcapturing~15%ofglobalflows.Ayoung,cost-competitiveworkforce,arapidlyexpandingconsumer

middleclassgrowingataspendingCAGRof6.4%(2021203

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