Marc Djandji, CFA is the Editor-in-Chief of The ASEAN Insider, a subscription-based monthly investment newsletter committed to finding compelling investments backed by powerful structural trends in Southeast Asia. He is also a co-Founder and Partner of ASEAN Strategy Group Ltd., an independent investment banking boutique focusing on cross-border M&A and corporate finance advisory for companies in the small to mid-market segment in Southeast Asia.
He was the very first Head of Research in Vietnam and throughout his career, he has headed research departments at Saigon Securities, Horizon Securities, and Viet Capital Securities. As Head of Research, Marc provided insightful research and analysis to high net worth investors and institutions. He has been widely recognized for his knowledge of Vietnam’s capital markets and has been cited in Bloomberg Businessweek, Asia Money, and Finance Asia.
Marc has an M.Sc. in Finance from HEC Montreal. He is a CFA Charterholder and volunteers with the CFA Society in Vietnam. He lives in Ho Chi Minh City and travels widely around the region. He is still learning Vietnamese, a never-ending struggle.
The ASEAN Investor Blog is meant to help investors learn about the macro trends that are driving growth and find interesting investment ideas within Southeast Asia.
Why ASEAN? Just to make things clear, this is not a typo. We didn’t make a mistake while writing Asian. ASEAN is the Association of Southeast Asian Nations which includes Brunei, Cambodia, Indonesia, Lao, Malaysia, Myanmar, Philippines, Singapore, Thailand, and Vietnam.
The regional governments have set 2015 as their goal for the ASEAN Economic Community or AEC2015 initiative. The economic integration will foster cooperation, improve regional competitiveness and has the potential to create enormous wealth for enterprises and investors.
About ASEAN. It is the 3rd largest economy in Asia, projected to reach US$3 trillion in aggregate GDP by 2015. We are observing the greatest transition of wealth in history as the region enters one of the most powerful investment trends:
• The region boasts compelling demographics as approximately 65% of ASEAN’s 600 million are within the 15-64 working-age range. A rising middle-class of consumers is set to increase by 50% in the next five years. ASEAN’s middle class coming into its own will boost domestic demand and help reduce the region’s dependency on U.S. and European demand.
• Increasing urbanization, growing at an average 2.2% per annum, is propelling the emergence of ASEAN’s middle class that has a high consumption propensity.
• Greater economic integration means countries are benefiting from inter-regional trade, making ASEAN’s growth story less cyclical and more resilient than North Asia and the West.
• Nature endowed the region with rich and diverse natural resources ranging from world leading mining industry in Indonesia to vast untapped potential of Indochina.
All of the information on this site is free and unbiased.