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PRIVATE EQUITY (PE) activity in #southeastasia witnessed GOOD MOMENTUM in 2024 v. 2023, according to the EY publication "Southeast Asia Private Equity Pulse: 2024 in Review". Deal value was ??221% YoY, while deal volume was ??103%. There was an ?? of 1.8x in exit value across Southeast Asia in 2024 v. 2023. PE activity by sector: ?? INFRASTRUCTURE was the most active sector, contributing 40% of Southeast Asia’s total PE deal value in 2024. ?? With demand created from the migration to cloud and the progressive maturing of AI technology, PE firms remain highly active in building out DIGITAL INFRASTRUCTURE CAPABILITIES in telecommunications, tower companies, data centers and fiber optics. ?? The REAL ESTATE and CONSUMER sectors constituted 20% and 13% of the total PE deal value, respectively. ?? The RISING MIDDLE CLASS consumer theme in Southeast Asia is a MEGATREND that will drive PE interest in various sectors such as consumer, HEALTH CARE and FINANCIAL SERVICES. EY also identified KEY TRENDS to watch in 2025 including: ? Increase in deal activity ? Need for private debt solutions ? Continuing investment in infrastructure, focusing on renewable energy and digital infrastructure ? Robust exits ? Driving portfolio performance ? Digital disruption and AI ? GP consolidation ? Alternate sources of fundraising For more insights, ?? https://lnkd.in/gB-5F-Gq WinSolutions | Win on Impact supports investment in #southeastasia SMEs and startups?having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

PRIVATE EQUITY activity in #southeastasia witnessed GOOD MOMENTUM in 2024 v. 2023, according to EY. Deal value was ??221% y-o-y, while deal volume was ??103%. In its publication "Southeast Asia Private Equity Pulse: 2024 in Review", EY also identified key trends to watch in 2025 including: ? Increase in deal activity ? Need for private debt solutions ? Continuing investment in infrastructure, focusing on renewable energy and digital infrastructure ? Robust exits ? Driving portfolio performance ? Digital disruption and AI ? GP consolidation ? Alternate sources of fundraising For more insights, ?? https://lnkd.in/gjsVYTfy WinSolutions | Win on Impact supports investment in #southeastasia SMEs and startups?having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

PRIVATE EQUITY firms closed 2024 with US$565b in announced deals, up 25% by value and up 20% by volume from 2023, according to Dealogic. Momentum built as the year progressed – the first half of 2024 saw firms deploy US$254b, an amount that grew by 23% in the second half. Strength was evident across all regions, with the number of deals up 24% in the Americas, 22% across Europe, and 11% in Asia-Pacific. Into 2025, private equity general partners (GPs) have BULLISH EXPECTATIONS amid favorable market conditions, according to EY's latest PE Pulse survey. 73% of GPs are expecting INCREASED DEPLOYMENT activity. TAILWINDS driving this optimism include: ?? NARROWING VALUATION GAPS. Marketwide M&A valuations averaged 9.1 times EBITDA in 2024, down from more than 11 times in 2022 according to Dealogic. ?? INCREASED ASSET AVAILABILITY. PE firms hold just under US$4t in assets, 40% of which have been held in excess of four years, according to PitchBook. For more insight, ?? https://lnkd.in/gDFsEWHH WinSolutions | Win on Impact supports investment in #southeastasia SMEs and startups?having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

The U.S. GOODS TRADE DEFICIT WIDENED by 25.6% month-over-month (m-o-m), to an ALL-TIME HIGH of $153.3 billion in January 2025, according to the U.S. Department of Commerce's Census Bureau. The sharp increase in the goods trade deficit was most likely caused by businesses front-loading imports ahead of tariffs, potentially positioning trade to be a DRAG ON ECONOMIC GROWTH in Q1 2025. Goods IMPORTS ??11.9% to $325.4 billion, while EXPORTS ??2.0% to only $172.2 billion. Following the latest economic data releases, and recently-released consumer sentiment data, the Federal Reserve Bank of Atlanta's GDPNow is PROJECTING a 1.5% CONTRACTION of the U.S. GDP in Q1 2025, flashing a warning sign for the U.S. economy. The projection is a SIGNIFICANT SHIFT for the Atlanta Fed over the last few weeks. Last week (week of February 17th) it was predicting 2.3% positive growth for Q1 2025. A month ago (January), it was predicting 3.9% growth. The Atlanta Fed’s GDPNow measure is not an official forecast but rather a running estimate of real GDP growth based on data as it comes in. For more insights, ?? https://lnkd.in/gDVYvZJW ?? https://lnkd.in/dQriTAw ?? https://lnkd.in/gppqvzca WinSolutions | Win on Impact supports investment in #southeastasia SMEs and startups?having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

INFLATION in the U.S., measured by the PERSONAL CONSUMPTION EXPENDITURES (PCE) price index, ??0.3% month-over-month (m-o-m) in January 2025, according to the Bureau of Economic Analysis. It matched December's unrevised gain and economists' expectations. While the data showed a MODERATION in ANNUAL INFLATION in January 2025, prices showed some stickiness, with fairly solid monthly gains. Key takeaways from the report, released February 28th, 2025: ? GOODS PRICES ??0.5% amid higher costs of motor vehicles and gasoline. ? SERVICES PRICES ??0.2%, with strong gains in the costs of recreation services partially offset by a decline in the prices of healthcare ? In the 12 months through January 2025, the PCE price index ??2.5% after increasing 2.6% in December 2024 ? Stripping out the volatile food and energy components, the PCE price index ??0.3% in January 2025 after an unrevised 0.2% rise in December. ? In the 12 months through January 2025, CORE INFLATION ??2.6% after climbing 2.9% in December 2024 For more insights, ?? https://lnkd.in/gDVYvZJW ?? https://lnkd.in/gppqvzca WinSolutions | Win on Impact supports investment in #southeastasia SMEs and startups?having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

CONSUMER SPENDING, which accounts for more than two-thirds of U.S. economic activity, ??0.2% month-over-month (m-o-m) in January 2025, according to the Bureau of Economic Analysis. It was the first decline since March 2023 and the biggest decrease in nearly four years. Key takeaways from the report, released February 28th, 2025: ? When adjusted for inflation, consumer spending ??0.5% m-o-m, the biggest decline since February 2021, reversing December's 0.5% gain ? WAGES ??0.4% m-o-m ? PERSONAL INCOME???$221.9 billion (0.9% m-o-m), boosted by cost of living adjustments for social security recipients ? DISPOSABLE PERSONAL INCOME (DPI) — personal income less personal current taxes — ??$194.3 billion (0.9% m-o-m) ? PERSONAL CONSUMPTION EXPENDITURES?(PCE) ??$30.7 billion (0.2% m-o-m) ? PERSONAL OUTLAYS — the sum of PCE, personal interest payments, and personal current transfer payments — ??$52.7 billion ? PERSONAL SAVING?was $1.01 trillion ? PERSONAL SAVING RATE — personal saving as a percentage of disposable personal income — was 4.6%, a 7-month high ? SPENDING ON GOODS ??1.2% m-o-m, led by motor vehicles, recreational goods, household furniture, clothing and footwear, and food and beverages ? SERVICES OUTLAYS ??0.3% m-o-m, lifted by spending on housing and utilities, and food services and accommodation For more insights, ?? https://lnkd.in/eVfAJZCV ?? https://lnkd.in/gM42nWDV WinSolutions | Win on Impact supports investment in #southeastasia SMEs and startups?having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

U.S. CONSUMER SENTIMENT DECLINED in February for the second consecutive month, ??10% from January, according to The University of Michigan’s latest Surveys of Consumers, released February 21st, 2025. The decrease was consistent across consumer groups by age, income, and wealth. YEAR-AHEAD INFLATION EXPECTATIONS ROSE SHARPLY from 3.3% in January to 4.3% in February, the highest reading since November 2023 and marking two consecutive months of unusually large increases. The current reading is now well above the 2.3-3.0% range seen in the two years prior to the pandemic. The increases in February were widespread and seen across income and age groups. U.S. stock markets fell sharply on February 21st, after the report was released. INVESTORS grew FEARFUL that weak consumer sentiment could lead to a PULLBACK in Americans’ SHOPPING HABITS. Consumer spending makes up >TWO-THIRDS of the U.S. economy. For more insights, ?? https://lnkd.in/geTz8YBH WinSolutions | Win on Impact supports investment in #southeastasia #startups?and #smallbusiness having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

The U.S. consumer price index rose 3% for the 12 months ended in January, according to the U.S. Bureau of Labor Statistics. As reported by CNBC on February 12th, 2025: ?? Inflation increases were broad-based in January, including for consumer staples like groceries and energy ?? Broad disinflation is over ?? The egg shock is enormous ?? The U.S. is ‘through the worst’ of housing inflation ?? Tariffs would likely raise inflation For more insights, ?? https://lnkd.in/g7cXvaew WinSolutions | Win on Impact supports investment in #southeastasia SMEs and startups?having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

Consumer APPREHENSION ABOUT TECHNOLOGY being used to create, modify and produce the food they put into their bodies is the last of 4 TRENDS that Mintel predicts will INFLUENCE the GLOBAL FOOD AND BEVERAGE INDUSTRY in 2025 and beyond. Consumers expect companies to establish themselves as TRUSTWORTHY agricultural INNOVATORS and EDUCATORS. According to Mintel, it is imperative that companies prioritise how technology advancements benefit the consumer through (1) better taste, greater nutrition or consistent supply, (2) better environment, and (3) humanised advantages The findings from Mintel's research were published October 1st, 2024 in 2025 Global Food and Drink Trends https://lnkd.in/dqGBZjdd. WinSolutions | Win on Impact supports investment in #southeastasia #smallbusiness and #startups having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.

CONSUMERS’ RISING CONCERNS about the IMPACT OF GEOPOLITICAL AND CLIMATE-RELATED DISRUPTIONS TO GLOBAL SUPPLY CHAINS is the third of 4 TRENDS that Mintel predicts will INFLUENCE the GLOBAL FOOD AND BEVERAGE INDUSTRY in 2025 and beyond. Shoppers are taking notice of issues ranging from ON-SHELF SHORTAGES and the rise of SKIMPFLATION. For instance, 77% of Italian adults believe that climate change will affect the availability of supermarket products in their lifetime, while globally, two thirds of shoppers state that sustainability is more important to them now than it was?two years ago. SUSTAINABILITY and SECURITY OF FOOD SUPPLY are PURCHASE DRIVERS that will only continue to GROW in IMPORTANCE. The findings from Mintel's research were published October 1st, 2024 in 2025 Global Food and Drink Trends https://lnkd.in/dqGBZjdd. WinSolutions | Win on Impact supports investment in #southeastasia #smallbusiness and #startups having viable sustainable innovations relating to #biodiversity, #healthyfood, #nutrition, #health and #healthcare for #EU market entry.