Will Carnwath

Global Healthcare and Life Sciences Lead at Brunswick, father of three, average cyclist. All views my own, of course.

[Will Carnwath @WillCarnwath]

Well @arcteryx if you didn't have a lifelong loyal customer before,… https://t.co/iaeHSafSDm

[Will Carnwath @WillCarnwath]

"The challenge of operating in #ASEAN is you can't take a monolithic view, so the regional players who understand localisation are winning"

[Will Carnwath @WillCarnwath]

#irony - YouTube content creators now investing in dialogue-free films to broaden reach beyond national boundaries #backtosilentmovies

[Will Carnwath @WillCarnwath]

"Native advertising on YouTube is pivotal - content creators have to stick to the style and theme that got them their followers" #ASEAN2016

[Will Carnwath @WillCarnwath]

"The 1st era of digital engagement was joining global platform giants, the next will be an explosion of local and regional apps"#ASEAN2016

[Will Carnwath @WillCarnwath]

"The e-commerce opportunity in ASEAN is set to be $85bn by 2025. That is a 15x uplift on where we are now"#ASEAN2016

[Will Carnwath @WillCarnwath]

"tariffs have dropped to near zero, and that is a great achievement, but non-tariff barriers are still very high" #AEC #ASEAN2016

[Will Carnwath @WillCarnwath]

"#ASEAN has more of a cushion against weak global markets than in the 90s, we are far less reliant on international markets for financing"

[Will Carnwath @WillCarnwath]

"Between 1990 and 2010, 120 million people in #ASEAN moved from the countryside into the cities, and that trend is set continue" #ASEAN2016

[Will Carnwath @WillCarnwath]

"If #Vietnam does graduate into the MSCI Emerging Market index there is a wall of money waiting" #ASEAN2016

[Will Carnwath @WillCarnwath]

"Loss of TPP is not just sad for trade, but sad for the good things like governance that Vietnam would have imported with TPP" #ASEAN2016

[Will Carnwath @WillCarnwath]

"#Vietnam won't be able to graduate from Frontier to Emerging market until they remove foreign ownership restrictions" #decree60 #ASEAN2016

[Will Carnwath @WillCarnwath]

"Debt markets in #Vietnam are strongly skewed to the short term, which makes it hard to fund big projects like infrastructure" #ASEAN2016

[Will Carnwath @WillCarnwath]

"What gives hope is the effect of technology on farming productivity - better sensors, better analysis and more sharing" #ASEAN2016

[Will Carnwath @WillCarnwath]

"My biggest worry for Agri-business is that youngsters don't want to farm - if they don't farm, what will we eat?" #millenials #ASEAN2016

[Will Carnwath @WillCarnwath]

"#Vietnam is utterly pivotal in the global niche commodity trade - in the top five exporters of coffee, rubber and rice" #ASEAN2016

[Will Carnwath @WillCarnwath]

Both the #Vietnam Prime Minister and Minister for Planning & Investment highlight #sustainability as key to competitiveness #ASEAN2016

[Will Carnwath @WillCarnwath]

#BMW's move from carmaker to mobility provider "challenge in emerging markets is people want to own before they value sharing" #ASEAN2016

[Will Carnwath @WillCarnwath]

Car market in #Vietnam grew 30% in the first half of 2016 alone #ASEAN2016

[Will Carnwath @WillCarnwath]

"No #TPP is not a short term issue, it would have kept #Vietnam competitive for longer, but it is competitive without it now" #ASEAN2016