North Ridge Partners

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Southeast Asian COVID-19 Winners

The tech sector has a history of thriving after crises. The article explores how past events like 9/11 and the 2008 financial crisis led to the rise of e-commerce giants like Amazon and the sharing economy with Uber and Airbnb. The author argues that COVID-19 will be no different and will accelerate the growth of several tech sectors in Southeast Asia.

Six areas are highlighted with great potential: e-commerce, logistics, fintech, education, healthcare, and digital experience/content. The article explores how each sector is uniquely positioned to benefit from the surge in online activity and changing consumer habits caused by COVID-19.

This article is a must-read for anyone interested in the future of Southeast Asia's tech sector. Download the full PDF to get a detailed analysis of all six sectors and see an illustrative example of how these trends might converge in the future.

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