亚太地区CEO展望调查报告：如何自信应对未来挑战

EY CEO Outlook Pulse SurveyAsia-Pacific edition September 2024 Strategy realized The September 2024 EY CEO OutlookPulsefinds Asia-Pacific CEOs confidentabout the outlook for the regionand are leveraging technology andtransactions to drive growth. CEO Confidence Index CEO Confidence Index: How confident do you feel about the outlookfor the following areas over the next 12 months? In brief The respondents were allowed to select between very optimistic, somewhat optimistic, neutral, somewhatpessimistic and very pessimistic for each area. •Asia-Pacific CEOs havegreater confidence inthe outlook for theirlocal markets comparedto their European andAmericancounterparts. •More confident CEOs areleveraging technologyand transactions to forgeahead in innovation andcompetitiveadvantage. •To stay competitive anddrive growth, companiesneed to frequently reviewtheir portfolios and deployadvanced scenario planningto navigate uncertaintieswith agility. A bold stand in uncertain times 2024 marks the biggest election year in history, with voters in countriesaccounting for about half of the global population having gone or headingto the polls. The outcomes of these elections will largely impact the futuretrajectory and market outlook of those countries and beyond. Data presented in theEY-Parthenon 2024 Geostrategic Outlook showsa sustained level of heightened geopolitical risk in recent years. Fromindustrial policies and trade protectionism to wars and social unrest, thebusiness impacts of political risk have been felt in many C-suites aroundthe world. In an election super cycle year, Asia-Pacific’s top executives are not merelynavigating storms; they are also seeking out opportunities. The September2024 EY CEO Outlook Pulse survey captures a cohort of leaders who,confronted with continuous challenges, are seizing opportunities toinnovate and expand. With global inflation subsiding and US interest rates expected to temper,the EY CEO Confidence Index reveals nearly three-quarters (74%) ofAsia-Pacific CEOs express heightened optimism in the outlook of theirown country, noticeably higher than their counterparts in Europe andtheAmericas. of Asia-Pacific CEOsexpress heightenedoptimism in the outlookof their own country. CEO Confidence Index: How confident do you feel about the outlookfor the following areas over the next 12 months? The respondents were allowed to select between one option for each area. While geopolitical risks remain a global concern, Asia-Pacific CEOs appearmore optimistic compared to their American and European counterparts.This is especially true when they are making decisions about market entry,expansion or exit. The long experience of navigating the US-China tensionshas enabled many Asia-Pacific leaders to thoughtfully evaluate theiroptions, sometimes with a considerable degree of confidence. The latest CEO Outlook Pulse survey sheds lightonthis perspective: 1Visibility and preparedness: Only one-quarter (25%) of CEOs in the Asia-Pacific region reporthaving full visibility into their company’s exposure to politicalrisk, complete with scenario planning. This figure is notably lowerthan that of their global counterparts, with 36% of AmericanCEOs and 29% of European CEOs reporting full visibility into theircompanies’ political risk exposures. This pattern is not an isolatedoccurrence but rather a consistent trend observed over multipleperiods. For instance, in the April 2024 EY CEO Outlook Pulse,only 17% of Asia-Pacific CEOs prioritized enhancing their firms’capability to manage geopolitical risks over the next three years.This was largely overshadowed by more immediate challenges,such as the urgent need to invest in AI technology and protectrevenue streams amid sluggish growth in major Asia-Pacificeconomies and high interest rates. 2Incorporating political risk into strategic decisions:In terms of strategic decision-making, Asia-Pacific leadersoften show a less structured approach to incorporating politicalrisks into their strategic decisions compared to their Americanpeers. For instance, when it comes to making decisions abouttransactions such as mergers, acquisitions, or joint ventures, just73% of Asia-Pacific CEOs routinely factor in political risks, whichis notably less than the 81% in the Americas. How much visibility do you have on your company’s exposure topolitical risk across your operations, markets and suppliers? The respondents were allowed to select one option only. Full visibility —we have scenario plannedfor numerous eventualities Significant visibility —we have a stronggrasp of potential risks and have mitigationstrategies in place Moderate visibility —we need to do moreto understand risks and plan accordingly While this approach reflects a broader theme of strategic agilityamong Asia-Pacific leaders, relying on their extensive experience ofnavigating regional geopolitical nuances without undertaking regular andcomprehensive geopolitical risk assessments and scenario