- ASEAN is well placed in general but within the region our favored countries are Vietnam and Indonesia, with a combined population of 681 million and healthy demographics promoting a high propensity to consume. Vietnam and Indonesia are benefiting from the continued trend for supply chain diversification away from China, and Indonesia also benefits from an inflation hedge as a significant producer of commodities. READ MORE
Similar Posts:
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Small But Mighty: Seizing Untapped Opportunities in Southeast Asia (Nielsen)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- Vietnam: Key Sectoral Opportunities and Risks (A&M)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)
- The “Next Eleven” and the World Economy (The Asset)
- Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)
- Southeast Asia Bucks Trend of Sinking Global Foreign Investment (Nikkei Asian Review)
- The World in 2050 (PWC)
- What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)
- Vietnam: Tail of the Dragon (Mirae Asset)