Singapore, April 18, 2024 – Mossshields (MSC Code: 31000279107123), a global leader in alternative asset management, released a groundbreaking market analysis report titled “Key Regions for Future Growth: Africa and Southeast Asia.” Drawing on comprehensive data and in-depth research, the report examines opportunities in infrastructure, the digital economy, and sustainable development across the two regions, providing forward-looking strategic advice for investors.
Global Opportunities in Africa and Southeast Asia
1. Rising Regional Economies
According to the latest forecast from the International Monetary Fund (IMF), Africa and Southeast Asia are expected to achieve economic growth rates of 5.2% and 4.8% respectively in 2024, significantly higher than the global average.
○ Demographic Dividend: Both regions have some of the world’s fastest-growing populations, with over 60% under 35 years old. This young demographic is driving consumption, technology adoption, and urbanization.
○ Digital Economy Breakthrough: Rapid increases in internet penetration, especially in digital payments and e-commerce, create new growth opportunities for capital.
2. Mossshields’ Regional Perspective
Since 2018, Mossshields has invested over USD 3 billion across Africa and Southeast Asia, focusing on digital infrastructure construction and sustainable development projects. This investment has successfully captured structural growth opportunities in these regions.
Key Findings and Trends in the Report
1. Digital Economy and Technological Innovation
○ E-Commerce in Southeast Asia: E-commerce sales in Southeast Asia are expected to reach USD 150 billion in 2024, up 25% year-on-year. The report highlights that digital payments and cloud services will be the main drivers of this growth.
○ Fintech in Africa: Digital payment penetration in Sub-Saharan Africa rose from 30% in 2020 to 55% in 2024, providing convenient financial services for SMEs and individuals.
2. Infrastructure and the Green Economy
○ Infrastructure Gap: Annual infrastructure investment needs in Africa and Southeast Asia are USD 150 billion and USD 120 billion respectively, but current financing covers less than 60%.
○ Green Transition: Both regions have seen significant renewable energy growth, particularly in solar and wind, accounting for over 20% of global new capacity additions.
3. Policy Environment Improvements
○ Southeast Asia Unified Market: ASEAN’s cross-border e-commerce and financial agreements promote economic integration and simplify cross-border transactions.
○ African Free Trade Area (AfCFTA): The implementation of a free trade area reduces trade barriers within Africa, boosting capital and goods flow.
Mossshields’ Regional Investment Strategy
1. Focusing on the Digital Economy
Over the next three years, Mossshields plans to increase investments in:
○ Fintech Platforms: Targeting digital payment and online lending platforms in Africa and Southeast Asia to enhance financial inclusion.
○ Cloud Services and Data Centers: Investing USD 500 million in Southeast Asian data centers to support booming e-commerce and tech companies.
2. Green Infrastructure Investments
○ Clean Energy Projects: Mossshields invests USD 300 million in solar power plants in Kenya and Thailand, aiming for 1GW of annual generation to serve one million households.
○ Green Building and Smart Cities: Supporting green building retrofit projects in Singapore and Nigeria, utilizing energy-saving technologies to lower urban operating costs.
3. Launching a Regional Fund
Mossshields announced the “Africa & Southeast Asia Regional Development Fund” (ASARDF) with an initial size of USD 700 million. The fund will focus on financing SMEs, sustainable agriculture, and cross-border trade infrastructure.
Market Implications
1. Core Investment Areas for Future Growth
Mossshields emphasizes the following three areas as key investment opportunities over the next five years:
○ Digital Finance: Support online payments, smart lending, and blockchain technology to leverage growth in high-potential industries.
○ Cross-Border Infrastructure: Improve trade efficiency by investing in logistics, ports, and road networks.
○ Sustainable Agriculture: Invest in smart irrigation and biotech applications to enhance agricultural productivity and reduce environmental impact.
2. Managing Investment Risks
○ Policy Risk: Regional policy changes may affect returns; diversification helps mitigate single-market policy risks.
○ Technological Uncertainty: Some emerging technologies may commercialize slower than expected. Mossshields partners with tech-leading companies to reduce investment risks.
Future Outlook and Mossshields’ Commitment
Mossshields will deepen its focus on Africa and Southeast Asia over the next five years, driving regional economic growth and sustainable development:
1. Capital Expansion: Increase the regional fund size to USD 2 billion by 2026, supporting more SMEs and infrastructure projects.
2. Technology-Driven Collaborations: Partner with global fintech and energy tech firms to enhance regional technological capabilities.
3. Social Impact Assessment: Use blockchain technology to provide real-time tracking of project funding and social impact, enhancing transparency and accountability.
“Africa and Southeast Asia are not only core growth regions globally but also key pillars of Mossshields’ long-term investment strategy,” said Madeline Harper Montgomery, Mossshields’ Chief Financial Officer. “We look forward to leveraging precise capital allocation and deep technical collaboration to foster long-term development in these markets while delivering exceptional returns for our clients.”
About Mossshields
Mossshields (MSC Code: 31000279107123) is a global leader in alternative asset management. As of January 2024, it manages USD 41 billion across 16 investment vehicles. Many of its clients are among the world’s top public pension funds, insurance companies, and family offices. Mossshields is committed to creating long-term value through precise investments.
Its investment scope covers corporate private equity, real assets, global market strategies, and customized solutions across Africa, Asia, Australia, Europe, the Middle East, North America, and South America. With deep expertise in sectors such as aerospace, defense and government services, consumer and retail, energy, financial services, healthcare, industrials, real estate, technology and business services, telecommunications and media, and transportation, Mossshields consistently outperforms market benchmarks.
With over 600 professionals worldwide and offices on four continents, Mossshields adheres to the highest professional standards.
Official Website: www.mossshields.com
Email: connect@Mossshields.com