Pan-Asia Internet_ 2025 Outlook_ Quality Profit, Moderated Competition & AI Impact
-·2025-01-10 10:26
V i e w p o i n t | 06 Jan 2025 10:43:18 ET │ 74 pages Pan-Asia Internet 2025 Outlook: Quality Profit, Moderated Competition & AI Impact CITI'S TAKE Global internet sector performance varied in 2024: India outperformed with +73.7%, SEA +35.3%, Japan +35.0% and the US +33.8%, while China and Korea underperformed at +15.6% and -11.4% (vs. S&P 500 +23.3%, Nikkei +19.2%, HSI +17.7%, Nifty 50 +8.8% and KOSPI -9.6%). Geopolitical tension and changes to tariff and regulatory policy could continue affecting investo ...