Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Asia Pacific CEOs are optimistic about growth prospects, with 73% expressing confidence in global economic growth over the next three years, an increase from 63% in 2023 [15][19] - The report highlights the importance of investing in generative AI, with 65% of Asia Pacific CEOs identifying it as a top investment priority [13][34] - Supply chain risks have emerged as the biggest threat to organizational growth, surpassing geopolitical uncertainties [13][23] Economic Outlook - Confidence in the global economy among Asia Pacific CEOs has improved, with 73% expressing positive sentiments, a near 10% increase from the previous year [15][19] - Economic performance has been bolstered by export recovery, resilient domestic demand, and solid foreign direct investment inflows [19] - 94% of executives expect earnings gains over the next three years, reflecting strong economic performance [19][20] Technology & AI - 58% of Asia Pacific CEOs prioritize buying and implementing new technologies over developing workforce skills [31] - Generative AI is viewed as essential for boosting productivity, particularly in Japan, where 72% of CEOs consider it a priority [32] - Concerns about ethical challenges and workforce impacts from AI adoption are prevalent, with 65% of leaders acknowledging these issues [32][38] Talent - 84% of Asia Pacific CEOs believe that an aging workforce will significantly impact their organizations' people strategies [42][45] - 90% of CEOs expect to increase headcounts over the next three years, focusing on tech skills development [48] - Skills shortages are a major concern, with many organizations struggling to replace retiring employees [44][46] ESG - Asia Pacific companies have been slower to adopt ESG initiatives compared to more mature markets, but increasing stakeholder pressure is pushing sustainability to the forefront [49][51] - Nearly half (48%) of CEOs expect significant returns on their ESG investments within the next five years [52] - 44% of Asia Pacific CEOs are confident in achieving Net Zero by 2030, with 56% stating they have embedded ESG into their business strategies [59]
2024年亚太地区首席执行官(CEO)展望报告
KPMG·2025-03-27 10:15