米尔肯研究院：2026年全球机遇指数报告：东南亚增长型市场（英文版）（37页）.pdf

1、APRIL 2026Global Opportunity Index 2026:Growth Markets in Southeast AsiaMaggie Switek,PhD,Leilani Jimenez,Nathan Jefferson,and Matthew AleshireAbout the Milken InstituteThe Milken Institute is a nonprofit,nonpartisan think tank focused on accelerating measurable progress on the path to a meaningful

2、life.With a focus on financial,physical,mental,and environmental health,we bring together the best ideas and innovative resourcing to develop blueprints for tackling some of our most critical global issues through the lens of whats pressing now and whats coming next.2026 Milken InstituteThis work is

3、 made available under the terms of the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International,available at creativecommons.org/licenses/by-nc-nd/4.0/.Contents1 Introduction 3UpdatingtheGlobalOpportunityIndex4GOICategoriesandSubcategories8TheUpdatedGOIandForeignCapitalInflows9 Ove

4、rall Performance of Growth Markets in Southeast Asia 10ComparisontoPeerDevelopingEconomies15HeterogeneityWithinGrowthMarketsinSoutheastAsia17 Recent Trends in Cross-Border Investment in Growth Markets in Southeast Asia 18GlobalandRegionalBenchmarks22MagnitudeandCompositionofCapitalInflows25Mergersan

5、dAcquisitionsinGrowthMarketsinSoutheastAsia 26CompositionofM&ATransactions27FocusonCross-BorderM&AActivity31 Conclusion32 Endnotes33 About the Authors1 MilkenInstitute|GlobalOpportunityIndex2026:GrowthMarketsinSoutheastAsia IntroductionFor more than a decade,the Milken Institutes Global Opportunity

6、Index(GOI)has served as a global benchmark for countries attractiveness to investors.This year,the GOI report focuses on six high-growth developing markets in Southeast Asia:Cambodia,Indonesia,Lao PDR,Malaysia,the Philippines,and Vietnam(henceforth“growth markets in Southeast Asia”).1 These countrie