東盟COVID-19之後的變化趨勢和增長機會

大流行已經在勞動力、費者行為和消費者支出方面發生了重大變化。結果，新興國家的失業和貧困問題進一步受到關注。每個國家的新常態包括戴口罩和保持社交距離。

許多國家正在逐步開放經濟，儘管有嚴格的法規，但基本服務，雜貨店和零售店正在重新開放。但是，由於全球行動仍受各國限制，航空和旅遊業尚未恢復，大多數在役航班都是返回外國國民的回程航班。

本報告調查了COVID-19大流行對東盟的影響，並提供了有關市場轉型趨勢，增長機會以及部門/國家影響的信息。

目錄

戰略指揮

• 為什麼增長變得更加困難
• StrategicImperative8
• 主要趨勢
• 東盟三大戰略需求的影響
• 油價下跌及其對新加坡經濟的影響
• 油價下跌及其對馬來西亞經濟的影響
• 油價下跌及其對泰國經濟的影響
• 油價下跌及其對印尼經濟的影響
• GrowthPipelineEngine的增長機會

增長機會分析-東盟

• 分析範圍-東盟
• 東盟細分
• COVID-19的影響
• 新加坡的四個主要增長機會
• 馬來西亞的四個主要增長機會
• 印度尼西亞的四個主要增長機會
• 泰國的四個主要增長機會
• 東盟五大經濟增長機會

成長環境

• COVID-19對全球GDP增長的影響
• COVID-19對主要地區的影響
• 東盟預測情景
• 東盟主要增長指標
• COVID-19-GDP增長展望：新加坡
• COVID-19-GDP增長展望：馬來西亞
• COVID-19-GDP增長前景：泰國
• COVID-19-GDP增長展望：印度尼西亞
• 在新加坡受影響的COVID-19部門：航空
• 在新加坡受影響的COVID-19部門：建築
• 在新加坡受影響的COVID-19部門：酒店
• 在泰國受影響的COVID-19部門：航空
• 在泰國受影響的COVID-19部門：旅遊業
• 在馬來西亞受影響的COVID-19部門：航空
• 在馬來西亞受影響的COVID-19部門：零售
• 馬來西亞受影響的COVID-19部門：旅遊業
• 在印度尼西亞受影響的COVID-19部門：航空
• 在印度尼西亞受影響的COVID-19部門：零售
• 受印度尼西亞影響的COVID-19部門：旅遊業
• 特定國家的經濟刺激措施-新加坡
• 特定國家的經濟刺激措施-泰國
• 特定國家的經濟刺激措施-馬來西亞
• 特定國家的經濟刺激措施-印度尼西亞
• 特定國家的貨幣政策措施-新加坡
• 特定國家的貨幣政策措施-泰國
• 特定國家的貨幣政策措施-馬來西亞
• 特定國家的貨幣政策措施-印度尼西亞
• 東盟經濟趨勢和預測

增長機會宇宙

• 增長機會1：投資醫療保健以增加對醫療設備和遠程護理的需求
• 增長機會2：通過在線平台與客戶互動以增加在線零售
• 展覽清單
• 免責聲明

COVID-19 Creating Transformational Growth Opportunities in ASEAN

Macroeconomic Growth Opportunities in Post-COVID-19 ASEAN covers the positive and negative impacts of the pandemic on the economy of 4 countries-Singapore, Malaysia, Thailand, and Indonesia. COVID-19 was declared a global pandemic by World Health Organization on 11 March, 2020 and is expected to severely impact the global economy. As of early June, 2020, there were more than 6 million positive cases of coronavirus and Thailand was the first country outside China to announce positive cases (on 13 January 2020).

The study forecasts the recovery scenario of each country's economy. It identifies aviation and tourism as the worst-hit sectors, due to global restrictions in movements. The impact has been positive on the ICT and medical devices industries, with a sudden spike in demand. The study outlines the corresponding economic trends and forecasts for the ASEAN countries.

Various strategic imperatives have been discussed, explaining how the countries can combat COVID-19. Impact of the oil price war inflicted by oil-importing countries in mid-April has also been analyzed.

All 4 countries have announced various stimulus packages worth billions of dollars over the course of the last few months to stabilize the economy. These packages were primarily directed toward saving and creating jobs, supporting SMEs, and helping individuals and households. The study also highlights the important monetary policy measures taken by the countries during COVID-19.

Major shifts in workforce, consumer behavior, and consumer spending have been witnessed, due to the pandemic. As a result, unemployment and poverty in underdeveloped and developing countries are additional concerns. A new normal in each country is set to follow post COVID-19, includes wearing masks and maintaining social distance.

Many countries are opening up their economy in phases, with strict regulations in place. Essential services, food outlets, and retail stores starting their businesses first. However, aviation and tourism are yet to pick up, as global movements are still restricted across countries. Most of the flights in operation are repatriation flights bringing back native citizens from various countries.

Frost & Sullivan continues to track market developments across sectors and geographies.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• Top Trends
• Impact of the Top 3 Strategic Imperatives in ASEAN
• Drop in Oil Prices and its Impact on Singapore's Economy
• Drop in Oil Prices and its Impact on Malaysia's Economy
• Drop in Oil Prices and its Impact on Thailand's Economy
• Drop in Oil Prices and its Impact on Indonesia's Economy
• Growth Opportunities Fueling the Growth Pipeline Engine™

Growth Opportunity Analysis-ASEAN

• Scope of Analysis-ASEAN
• ASEAN Segmentation
• COVID-19 Impact
• Top 4 Growth Opportunities in Singapore
• Top 4 Growth Opportunities in Malaysia
• Top 4 Growth Opportunities in Indonesia
• Top 4 Growth Opportunities in Thailand
• Top 5 Economic Growth Opportunities in ASEAN

Growth Environment

• COVID-19 Impact on World GDP Growth
• COVID-19 Impact on Key Regions
• Forecast Scenarios for ASEAN
• Key Growth Metrics for ASEAN
• Key Growth Metrics for ASEAN (continued)
• COVID-19-GDP Growth Outlook: Singapore
• COVID-19-GDP Growth Outlook: Malaysia
• COVID-19-GDP Growth Outlook: Thailand
• COVID-19-GDP Growth Outlook: Indonesia
• COVID-19-Sectors Affected in Singapore: Aviation
• COVID-19-Sectors Affected in Singapore: Construction
• COVID-19-Sectors Affected in Singapore: Hotels
• COVID-19-Sectors Affected in Thailand: Aviation
• COVID-19-Sectors Affected in Thailand: Tourism
• COVID-19-Sectors Affected in Malaysia: Aviation
• COVID-19-Sectors Affected in Malaysia: Retail
• COVID-19-Sectors Affected in Malaysia: Tourism
• COVID-19-Sectors Affected in Indonesia: Aviation
• COVID-19-Sectors Affected in Indonesia: Retail
• COVID-19-Sectors Affected in Indonesia: Tourism
• Country-specific Economic Stimulus Measures-Singapore
• Country-specific Economic Stimulus Measures-Singapore (continued)
• Country-specific Economic Stimulus Measures-Thailand
• Country-specific Economic Stimulus Measures-Thailand (continued)
• Country-specific Economic Stimulus Measures-Malaysia
• Country-specific Economic Stimulus Measures-Malaysia (continued)
• Country-specific Economic Stimulus Measures-Indonesia
• Country-specific Economic Stimulus Measures-Indonesia (continued)
• Country-specific Monetary Policy Measures-Singapore
• Country-specific Monetary Policy Measures-Thailand
• Country-specific Monetary Policy Measures-Malaysia
• Country-specific Monetary Policy Measures-Indonesia
• ASEAN Economic Trends and Predictions

Growth Opportunity Universe

• Growth Opportunity 1: Investment in Healthcare for Increased Demand of Medical Devices and Telemedicine
• Growth Opportunity 1: Investment in Healthcare for Increased Demand of Medical Devices and Telemedicine (continued)
• Growth Opportunity 2: Engaging Customers Through Online Platforms for Increasing Online Retail Sales
• Growth Opportunity 2: Engaging Customers Through Online Platforms for Increasing Online Retail Sales (continued)
• List of Exhibits
• Legal Disclaimer