2024年亚太地区CEO调查（英）_10页_4mb

Asia-Pacific CEO Confidence Report Summary

• CEO Optimism: The EY September 2024 CEO Outlook Pulse survey indicates high confidence among Asia-Pacific CEOs for regional growth over the next 12 months (74.5%). This confidence in their home country's outlook is notably higher than that of US and European CEOs.
• Drivers of Confidence: Asia-Pacific CEOs are leveraging technology and transactions (M&A, JV formation) to drive growth and innovation. However, frequent portfolio reviews and agile navigation of uncertainties are necessary.
• Political Risk Perception: While Asia-Pacific CEOs show confidence, their preparedness for political risks is relatively lower. Only 25% report full visibility and scenario planning for risks, which differs from US (36%) and Europe (29%).
• Incorporating Political Risk: Asia-Pacific CEOs sometimes incorporate political risk less structurally in strategic decisions compared to their American counterparts (81% vs 73% regularly factor it in transactions).
• Geopolitical Impact: High levels of geopolitical risk from election cycles and industrial policies are acknowledged, forcing rapid adaptation. The semiconductor industry exemplifies strategic shifts like near-shoring and enhanced regional capabilities in managing geopolitical risks.
• Emerging Technologies: CEOs view emerging technologies as critical for innovation. Around 74% consider their organizations proficient in leveraging emerging tech for strategy and innovation, with adoption rates being high (66%+ across tech applications).
• Portfolio Optimization: Successful portfolio management is associated with confident CEO. Almost half (47%) review portfolios quarterly. Key challenges include ineffective metrics, benchmarking difficulties, and slow processes. Actions include restructuring and aligning with M&A.
• Transaction Challenges: Asia-Pacific CEOs face hurdles in deal making, with 93% pausing/cancelling transactions recently due to high financing costs or geopolitical uncertainty, sometimes seeking deals within the region.
• Future Outlook: Near-term uncertainty persists due to the US election cycle. Declining US interest rates offer potential economic opportunities. Japan's end of deflationary pressures presents M&A opportunities in that market with likely increased foreign interest. Asia-Pacific CEOs are advised to reassess strategic assumptions, act decisively on portfolio changes, and build flexibility in deal structures for future value creation.