<div id="readability-page-1" class="page"><div id="parent_top_div">Southeast Asia sits on one of the world’s largest untapped agricultural technology opportunities, and India’s evolution in venture capital and governance offers one of the most instructive models for unlocking it, according to a recent report by Omnivore, Beanstalk AgTech, and Briter. Agriculture contributes about 15 per cent of GDP and employs up to 40 per cent of the workforce across Southeast Asia. The report, titled “The Opportunity for AgriTech Investment in Southeast Asia”, says digitalisation and agri-tech adoption could unlock more than $90 billion in annual GDP gains across the region by 2033. Produced with support from FMO Ventures, IFC (World Bank Group), and Rabo Foundation, the report offers a data-driven analysis of the agricultural and agri-tech landscape across 13 markets in the region. Drawing on Omnivore’s sector expertise, it identifies four verticals with the strongest momentum — digital value chains, inclusive agri-fintech, agrifood life sciences, and sustainable consumer brands. “We have spent over a decade investing in Indian agri-tech, watching the ecosystem mature through governance, exit opportunities, and the hard work of building market infrastructure,” said Mark Kahn, managing partner at Omnivore. He said Southeast Asia’s agri-tech landscape is navigating a similar journey, and India’s experience offers a “genuine roadmap”. “The fragmentation is real, but so is the opportunity to uplift agricultural production and farmer communities across the region. Patient, disciplined capital that understands local market dynamics is what moves these ecosystems forward,” Kahn said. Agri-tech investment across the region peaked at more than $750 million in 2022 before falling nearly 70 per cent by 2025. The report says the region has undergone a sharp correction as investors reassess the structural realities of agricultural markets, fragmented value chains, and the challenges of scaling ventures across Southeast and South Asia (SEASA). It also maps where the next investment opportunities may emerge, while challenging several assumptions that have shaped capital flows into the region. The report argues there is no unified SEASA market, notes that two-thirds of documented cross-border expansion attempts have failed, and says the most defensible opportunities are single-market plays built around the right value chain, business model, and local execution team. Premature regional expansion was cited as the cause of failure in more than 60 per cent of venture collapses between 2022 and 2025. On exits, corporate acquisitions have accounted for roughly 75 per cent of liquidity events across the ecosystem since 2020, while only eight initial public offerings (IPOs) have been completed over the same period. The report points to India’s BSE SME and NSE Emerge platforms — dedicated listing routes for growth-stage ventures below traditional IPO thresholds — as models worth watching for SEASA. Development finance institutions (DFIs) and impact investors have committed a combined $650 million to agrifood funds across the region and remain critical to the capital stack. But the next phase of scaling, the authors say, will require a blend of equity, credit, and concessional capital.</div></div>

信安富時東盟40（US$)

富時東南亞 40 ETF - GlobalX

安碩印度

東南亞在農業技術方面具有顯著的未開發潛力，一份報告指出，到 2033 年，數字化和農業科技的採用可能為 GDP 帶來超過 900 億美元的增長。該報告確定了關鍵投資領域，並強調在應對該地區分散的農業格局時耐心資本的重要性。儘管 2022 年農業科技投資達到高峰，但預計到 2025 年將因市場重新評估而出現急劇下降。報告強調需要借鑑印度農業科技的經驗，制定本地化的戰略和模型，以指導未來在東南亞的投資

AgriTech may unlock $90 billion in Southeast Asia, India offers roadmap

Business Standard

標普新興亞太 ETF - SPDR

印度 ETF - PowerShares

Xtrackers Nifty 500 India ETF

iShares MSCI EM Ex-China

信安富時東盟40（S$)

Avantis Emerging Markets Equity ETF

Schwab新興市場股票ETF

iShares安碩核心MSCI新興市場ETF

Nippon Life Insurance Co.

SPDR新興市場投資組合ETF

新興市場亞洲 MSCI ETF - iShares

iShares MSCI新興市場ETF

Vanguard富時新興市場指數ETF

農業科技可能在東南亞釋放 900 億美元的潛力，而印度則提供了發展路線圖