Digital technology and AI, the new backbone of growth
After COVID-19, the wave of digital transformation is no longer an option but a viable strategy. Corporations in Korea, China and India are accelerating investment in technology infrastructure, especially artificial intelligence (AI), big data, and cloud computing.
In China, Alibaba Cloud announced a $1 billion investment in AI startups in the next three years. India has also become a new destination for SaaS (software and services) enterprises, with a series of unicorns such as Zoho and Freshworks expanding globally. Korea and Japan focus on developing domestic AI to serve the supply chain, finance and public services.
Dr. Andrew Staples, Director of Research and Strategy at Economist Impact (Singapore), commented: Asian businesses are seeing AI as a growth infrastructure, not just technology. It is a race that cannot be left out".
Vietnam is no exception. According to NIC (National Innovation Center), investment capital in technology in Vietnam has increased by more than 35% in 2024, mostly focusing on AI and fintech.
Logistics, green consumption and renewable energy take center stage
Smart logistics and supply chain infrastructure are the next destinations for investors. Singapore is leading in the "green" logistics model, using electric vehicles, AI in warehouse management and autonomous robots.
At the same time, the sustainable consumption sector, from organic foods, non-pas plastic products, to recycled fashion, is attracting strong capital from new-generation investment funds. In addition, renewable energy is still the expected "gold mine": China dominates the production of energy batteries, India and Vietnam emerge with solar power and offshore wind power.
Environmental expert Lauren Tait, senior investment consultant at Green Investment Group (UK), commented: Corts are shifting rapidly from ESG slogan to concrete action. In Asia, this is no longer an option, but a mandatory requirement for survival."
The current capital flow restructuring shows that investors are no longer looking for opportunities to " hit fast and win fast". Instead, they pour money into areas that create long-term value: digital infrastructure, sustainable consumption, clean energy and high-tech logistics.
In the context of geopolitical instability, fluctuating interest rates and global inflation, Asia has emerged as a self-re place to transform into an economic center capable of self-reliance, not only a place for production, but also a place to lead the world's investment trends.
