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Tag: “SE Asia”
News about investing in Southeast Asia emerging markets.
- Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)
- Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)
- Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)
- Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update
- Korea, Japan Companies Expanding in Vietnam (The Asset)
- Go to Southeast Asia, Young One (FT)
- Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Emperador Lists in Singapore to Pursue Global Growth (The Asset)
- Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
- How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)
- Philippines Globe Telecom to Raise Funds, Expand (The Asset)
- 20 Rules for Investing in Vietnam (Asian Century Stocks Substack)
- Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)
- Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack)
- Why Did Monde Nissin Corporation Decide to go Public Amid the Pandemic? (The Asset)
- Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)
- Singapore’s Temasek in for Long Haul With In-house Startups (Nikkei Asia)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Grab’s $40bn SPAC Plan Puts CEO Anthony Tan in Driver’s Seat (Nikkei Asia)
- Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)
- India’s Fintech Unicorns Eye Southeast Asia Expansion (Nikkei Asia)
- Philippines’ Largest IPO Ends Flat in Debut Trading (The Asset)
- Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)
- The Strengthening Case for Investing in Asia
- Low Rates and a Pandemic Usher New Traders Into Vietnamese Stocks (Nikkei Asia)
- Asia Equities: FAQS, Facts and Figures (UBS AM)
- The Emerging Asia Pacific Capital Markets: Indonesia (CFA Institute)
- The Emerging Asia Pacific Capital Markets: Cambodia (CFA Institute)
- Indonesia Seen Producing at Least 10 More Unicorns by 2030 (The Asset)
- Cash Splash: How Sea Became Southeast Asia’s Biggest Public Company (Nikkei Asia)
- Emerging Markets: Politics and Elections in 2021 (Wellington Management)
- Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)
- Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)
- Vietnam’s Communists Brace for Next 5 Years After Big 2020 (Nikkei Asia)
- Indonesia’s Energy Pipeline Springs Leak as Chevron Eyes Exit (Nikkei Asia)
- North Asia vs South Asia: Differentiation is Key (DWS)
- This is the Asian Century: Seven Reasons to be Optimistic About It (Nikkei Asia)
- Hong Kong Security Law Sparks Race for Asia’s Next Financial Capital (Nikkei Asian Review)
- Coronavirus Stalks Southeast Asia’s Once-thriving Unicorns (Nikkei Asian Review)
- Indonesia IPOs Surge Ahead, Defying Coronavirus Slump (Nikkei Asian Review)
- Could Malaysian Equities See a Modest Recovery in 2020? (Franklin Templeton)
- Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
- Emerging Asia Should Learn From Japan’s Demographic Experience (Nikkei Asian Review)
- Asian Retail Resilience: Have Store Hours Affected Performance? (MSCI)
- Malaysia Can Draw Up to $33b in Rare Earth Investment Over Next 10 Years (Straits Times)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- Southeast Asia Set to Gain From Trade War Business Relocations (Nikkei Asian Review)
- What Happens if Malaysia is Removed From the FTSE World Bond Index? (The Asset)
- After a 15-year Hot Streak, Macao’s Casino Owners May Have to Pay Up (Nikkei Asian Review)
- Ayala: Duterte’s China Pivot Transforms Philippines’ Oldest Conglomerate (Nikkei Asian Review)
- Vietnam: In a Sweet Spot (AFC Asia Frontier Fund)
- Frontier Markets: 2019 Outlook (FIS Group)
- Southeast Asia Bucks Trend of Sinking Global Foreign Investment (Nikkei Asian Review)
- The Philippines: The Problem is Poverty (Inquirer)
- Jollibee’s Big Appetite (Nikkei Asian Review)
- China Faces Pushback on Belt and Road Indebtedness (The Asset)
- I Left a Top Job in Hong Kong Banking to Invest in a Frontier Market. Here’s Why (eFinancialCareers)
- Malaysia Post-Regime Change: KLCI Up, BN-Linked Stocks Down (Malaysiakini)
- Vietnam: Tail of the Dragon (Mirae Asset)
- Duterte Spooks Foreign Investors With Tax ‘Sword of Damocles’ (Nikkei Asian Review)
- Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
- Emerging Asia Risks Never Growing Rich (Nikkei Asian Review)
- Minimum Wage Politicking Stings Employers in Southeast Asia (Nikkei Asian Review)
- Can Thailand’s Economy Ever Be Southeast Asia’s Front-runner Again? (Nikkei Asian Review)
- Vietnam’s Economic Growth Surges to Above 7% as Exports Climb (Bloomberg)
- The World in 2050 (PWC)
- 8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)
- 2017 Global Retail Development Index (ATKearney)
- Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)
- Wall of Money Finding Its Way to Asian Local Currency Bond Markets (The Asset)
- Risk Factors Triggering the Most Analyst Questions in Asia (Asset Benchmark Research)
- No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)
- Eat, Pray, Shop: Philippines Embraces Mall Worshiping (INQ)
- Infographic: Australian Fund Managers Biased Towards Emerging Markets (AFR)
- Nikko AM’s Sartori: Best Buying Opportunities in Asia in My Career (AFR)
- Vietnamese Verses Chinese Retail Investors (AFC)
- Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)
- Fortune Magazine: Seven Emerging Markets to Invest in Now
- Chart: Asia GDP Per Capita Has Risen Sharply Since 1960 (Aberdeen)
- Fortune Magazine’s Best Emerging Markets to Invest in Now
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Myanmar: Where a SIM Card Price Went From $2,000 to $1.50 (BloombergBusinessweek)
- Private Equity Firms in Southeast Asia Are Cashing Out Faster (WSJ)
- Where to Find Opportunities in Emerging Markets (BlackRock)
- Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)
- Emerging Markets Election Timetable 2014 (Aberdeen)
- 2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)
- Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)
- UK Retail’s Most Valuable Shoppers Are From Asian Emerging Markets (Internet Retailing)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- Are Asian Households Over Their Head in Consumer Debt? (CNBC)
- Are There Greater Opportunities In Asia’s Frontier Markets Than in China? (FT)
- Portfolio Money Flows Back Into the Philippines (WSJ)
- “Fragile Five” Emerging Markets No Longer That “Fragile” (AP)
- Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)
- Is the Thailand Coup a Major Threat to Asian Equity Funds? (FE Trustnet)
- Samsung Invests $1 Billion on a Vietnam Factory (VIR)
- Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)
- World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)
- Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)
- Forbes Asia 100 To Watch 2022
- Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)
- Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Powell Pushing Asia Into a New Financial Crisis (Asia Times)
- Interview with Herald van der Linde (Asian Century Stocks)
- VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
- Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)
- May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
- Asian Equities Well-positioned Against Global Recession (The Asset)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)
- Indonesia to Jump on IPO Boom by Listing 14 State-owned Companies (Nikkei Asia)
- Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)
- Thai Bourse Aims for ‘Sexy’ IPOs to Boost Appeal for Investors (Nikkei Asia)
- After Grab: ASEAN’s Tech Giants Produce a New Startup Generation (Nikkei Asia)
- Indonesian Conglomerate CT Corp Embarks on Journey Toward IPO (Nikkei Asia)
- Who Leads in Southeast Asia in Digital Payment Adoption? (The Asset)
- Vietnam: Key Sectoral Opportunities and Risks (A&M)
- Quarterly Frontier Markets Recap 1Q21 (FitchRatings)
- Vietnam’s First Unicorn Bets on AI and Overseas Growth (Nikkei Asia)
- Indonesia’s Smaller Cities Catching Eye of Startup Investors (Nikkei Asia)
- SK Group Sets Sights on Vietnam’s e-Commerce Sector (The Asset)
- The Emerging Asia Pacific Capital Markets: Vietnam (CFA Institute)
- The Emerging Asia Pacific Capital Markets: Malaysia (CFA Institute)
- Can a Barbecue Baron Kick off a Big Year for Philippine IPOs? (Nikkei Asia)
- Asean Equities Set for More Gains on Post-Covid Recovery (The Asset)
- Singapore Emerges as Asia’s Digital Securities Trading Hub (Nikkei Asia)
- Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- An Optimist’s Guide to 2021 in Asia (Nikkei Asia)
- Indonesia’s Unicorns Lure US Tech Giants From Google to Facebook (Nikkei Asia)
- Japan’s Investment in Vietnam Plummets While Suga Seeks Closer Ties (Nikkei Asia)
- Malaysia’s Astro Targets Netflix and Amazon with Streaming Launch (Nikkei Asia)
- China’s Ant Eyes Southeast Asia e-Payment Dominance with IPO (Nikkei Asian Review)
- Reshaping Supply Chains Away From China (The Asset)
- What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)
- Jollibee’s Quest for Global Dominance Derailed by Virus (Nikkei Asian Review)
- Myanmar: Unmet Potential (Asia Frontier Capital)
- Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)
- Small But Mighty: Seizing Untapped Opportunities in Southeast Asia (Nielsen)
- Asia300 Power Performers: Tech’s Wild Ride (Nikkei Asian Review)
- Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)
- Malaysia Sees Trade Diversion Cushioning Impact of Tariff Wars (Bloomberg)
- Hong Kong Tycoons Start Moving Assets Offshore as Fears Rise Over New Extradition Law (Reuters)
- Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
- Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)
- Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)
- Asia’s Worst Aging Fears Begin to Come True (Nikkei Asian Review)
- Myanmar: A Long Term Growth Story (AFC Asia Frontier Fund)
- Malaysia on Track to Developed Country Status — But Has Far to Go (Nikkei Asian Review)
- Southeast Asian Tech Hubs Race to Become the Next Silicon Valley (Nikkei Asian Review)
- Asia at a Crossroads: Demographics, Economics & Investment (State Street)
- Private Equity Floods into Southeast Asia (Nikkei Asian Review)
- Fitch Upgrades Vietnam to ‘BB’; Outlook Stable (Fitch)
- Election Shock Sends Malaysian Stocks on Wildest Ride in 3 Years (Bloomberg)
- The “Next Eleven” and the World Economy (The Asset)
- Vietnam’s Economy is Firing on All Cylinders (Eaton Vance)
- Emerging Markets: Why Politics Matter in 2018 (Hermes)
- Oil Price Rally Puts Asian Governments in a Tight Spot (Nikkei Asian Review)
- Dutertenomics: Infrastructure Projects (Nikkei Asian Review)
- GST: Asia’s Most Important Economic (Election) Talking Point? (SCMP)
- Southeast Asia is the Next Proxy Battlefield for Chinese Tech (e27)
- How Asia Shapes Up 20 Years After 1997 Financial Crisis (Nikkei Asian Review)
- Philippines: Uncertainty as Central Bank Chief Steps Down (Nikkei Asian Review)
- Is Singapore Becoming an Old Young Country? (Straits Times)
- Bloomberg’s Misery Index’s Least Miserable Emerging Markets
- F/X Exposure Hit APAC Corporates (Asset Benchmark Research)
- MSCI Islamic Total Return Index vs. MSCI Emerging Markets Total Return Index (Mobius Blog)
- Is Thailand’s Economy Rounding a Bend? (The Asset)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- PM Capital’s Bertoli: Now is an Attractive Entry Point for Asian Stocks (AFR)
- The One Country With “Significant Real Income Growth” (Channel NewsAsia)
- Emerging Market Risk Ranking: Most Vulnerable to the Strongest (FT)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)
- Vietnam Closed End Funds: Improving Outlook & Attractive Valuations (Numis)
- Falling Oil Prices Puts a Spotlight on Malaysia’s Debt (Reuters)
- Karex Bhd: The World’s Biggest Condom Maker (NST)
- Indonesia: Promise and Pitfalls for 7-Eleven (Nikkei Asian Review)
- Table: Earnings Surprises in Emerging Market Asia (BlackRock)
- Meet Myanmar’s New Rich One Percent (WSJ)
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- The Road to Mandalay Becomes More Vital – To China (FT)
- Singapore’s GIC Remains Cautious Over its Medium-term Outlook (Today)
- Singapore’s Sovereign Wealth Fund to Increase Investment in China (FT)
- Investors Are Returning to Emerging Markets in Asia But Indonesia Looks Risky (CNBC)
- ABN Amro Likes China, Taiwan and Thailand Equities (Bloomberg)
- India and Indonesia are Better Positioned to Survive Rising Oil Prices (CNBC)
- What Are the Next Big Emerging Markets for Wind Power? (WindPower Monthly)
- Asian Banks Are Nibbling the Lunches of Global Banks (CCTV)
- Gap Inc Will Be the First to Bring the “Made in Myanmar” Label to America (Myanmar Times)
- Nigeria, Argentina and Vietnam Top the Frontier Markets Sentiment Index (WSJ)
- Microsoft Sees Asian Emerging Markets as a Way to Get Ahead of Rivals (Seattle Times)
- Fund Managers Are Wary of “Cheap” Asian Stock Markets (FT Adviser)
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