Google, Temasek and Bain project Southeast Asia digital economy GMV will reach $368 billion in 2026
Question
Google, Temasek and Bain project Southeast Asia digital economy GMV will reach $368 billion in 2026
Direct answer
The growth outlook is supportive for Singapore-listed digital-payment, platform and technology exposures, while reinforcing demand for regional data-center and logistics infrastructure.
- Original publisher
- Market Ontology
- Evidence through
- 2026-10-21
- Published
- 2026-10-21
- Revision
- 1 · 2026-10-21
Cite as: Market Ontology, “Google, Temasek and Bain project Southeast Asia digital economy GMV will reach $368 billion in 2026”, revision 1, evidence through 2026-10-21. https://marketontology.com/market-events/2026-10-21/google-temasek-and-bain-project-southeast-asia-digital-economy-gmv-will-reach-36-0454d5
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| STI | Singapore’s role as the region’s digital-finance and technology hub may attract capital to listed platform and infrastructure beneficiaries. | Up1-4w | Singapore captured 83% of Southeast Asian fintech funding in the first nine months of 2026, according to the same-day regional briefing. |
| SGD | Stronger projected regional digital activity supports Singapore’s growth and external-income outlook. | Up1-4w | The report projects 17% growth in Southeast Asia’s 2026 digital-economy GMV to $368 billion. |
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Sources
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