With an abundance of both ambition and raw materials, and with a stable macro-outlook, Indonesia is well placed to become a manufacturing hub, namely for the increasingly in demand EV battery. Similarly ambitious, and off-benchmark, Vietnam is looking to capitalise on supply chain diversification away from China, positioning itself as a manufacturing expert with ease of access to broad, international markets through several key trade agreements.

Naomi Waistell, Manager of the Polar Capital Emerging Market Stars Strategy, reports on her recent research trip to each of these emerging economies and explores why and where there is strong opportunity in the region.

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