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Three Observations on ASEAN E-Commerce

Since joining a private equity firm a long, long time ago (but not, alas, in a galaxy far, far away), I have developed a fairly poor opinion of the efficacy of consultants, particularly in the area of predictions.1I am also skeptical of their strategy and policy recommendations. Yet, I do admit that they can do good work in collecting and summarizing data, which can be very useful when trying to understand what is going on in a particular region.…