Investing in Southeast Asia Emerging Market News

Emerging Market Stock Pick Tear Sheets (July 1-15, 2023)

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Morningstar Hong Kong & Singapore Stock of the Week (Q1 2023)

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Champ Resto (IDX: ENAK): Indonesia’s Restaurant National Champion?

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Public Bank (KLSE: PBBANK / OTCMKTS: PBLOF): Consistently Strong Financial Performance & Prudent Management

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United Overseas Bank (SGX: U11 / FRA: UOB / UOB0 / OTCMKTS: UOVEY / UOVEF): Betting on ASEAN Growth With 2M New Citibank Clients

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DBS Group (SGX: D05 / FRA: DEVL / DEV / OTCMKTS: DBSDY / DBSDF): Record Earnings But Profit Margins From Higher Rates Have Peaked

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OCBC Bank (SGX: O39 / FRA: OCBA / OCBB / OTCMKTS: OVCHY): Record Profits as Money Flows to Singapore

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Hibiscus Petroleum (KLSE: HIBISCS): Profitably Enhancing Production from Mature Assets

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Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)

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Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University (Money Maze Podcast)

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Luckin Coffee is Launching in Singapore, Will it Do Well? (Momentum Asia)

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Singapore Banks: Breaking Out (Smart Karma)

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Countries Compete to Lure Manufacturers From China (WSJ)

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Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)

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As China Reopens, Flight of Wealthy Chinese to Singapore Set to Accelerate (WSJ)

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Deep-dive 2023-3: Boustead Singapore (BOCS SP) (Asian Century Stocks)

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Bukalapak Deep Dive (Compounding Curiosity Podcast)

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WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)

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Climate and Sustainability: How Impending EU Laws on ESG Disclosures Will be a Matter of Survival for Asian Suppliers (SCMP)

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2023 Southeast Asia Internet Report (Asian Partners)

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Why China’s ‘Crazy’ Mega-rich Are Moving Their Wealth, and Partying, to Singapore (SCMP)

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Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)

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Monthly Market Review – January 2023 (Asia Pacific) (JP Morgan AM)

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Malaysia Responds to EU Moral Imperialism (Murray Hunter Substack)

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Explainer: Why Malaysia is Considering a Ban on Palm Oil Exports to the European Union (Reuters)

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Southeast Asian Food Delivery Players, Grab, GoTo Face Slump as Spending Growth Slows to Four-Year Low (Tech Times)

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The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)

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The VinFast VF8 Is Simply Not Ready for America (Jalopnik)

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PLDT Points to Duterte’s Tirades, ‘Intense Competition’ in Budget Fiasco (Rappler)

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Heads to Roll at PLDT, Says ‘Disappointed’ MVP (Inquirer)

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From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)

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Which Countries Are Most Influenced By China? (Oilprice.com)

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Covid-weary Chinese Millionaires Eye Singapore Amid ‘Chaos and Unpredictability’ at Home (SCMP)

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Vietnam: It’s Time to Level Up (Noahpinion Substack)

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Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)

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Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)

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Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)

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Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)

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Bursa Malaysia (KLSE) (Profit Hunting blog)

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Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)

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Visualizing India’s Population Growth From 2022-2100 (Zero Hedge)

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The Great ASEAN Economic Rebound (Murray Hunter Substack)

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Platinum Asset Management: Asia ex-Japan Market Update

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Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022

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Visualized: Why Do Indians Buy Gold During Diwali? (Visual Capitalist)

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As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)

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Webinar – Asian Frontier Markets Update on Friday, 28th October 2022

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MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

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Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)

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Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)

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Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)

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World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)

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Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)

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Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)

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Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update

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Forbes Asia 100 To Watch 2022

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Korea, Japan Companies Expanding in Vietnam (The Asset)

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Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)

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Go to Southeast Asia, Young One (FT)

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Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)

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Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)

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Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)

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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

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Powell Pushing Asia Into a New Financial Crisis (Asia Times)

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Emperador Lists in Singapore to Pursue Global Growth (The Asset)

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Interview with Herald van der Linde (Asian Century Stocks)

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Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)

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VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)

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How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)

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Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)

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Philippines Globe Telecom to Raise Funds, Expand (The Asset)

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May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)

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20 Rules for Investing in Vietnam (Asian Century Stocks Substack)

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Asian Equities Well-positioned Against Global Recession (The Asset)

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Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)

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Buying Stocks in Asia: The Ultimate Guide (InvestAsian)

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Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack)

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Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)

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Why Did Monde Nissin Corporation Decide to go Public Amid the Pandemic? (The Asset)

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Indonesia to Jump on IPO Boom by Listing 14 State-owned Companies (Nikkei Asia)

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Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)

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Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)

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Singapore’s Temasek in for Long Haul With In-house Startups (Nikkei Asia)

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Thai Bourse Aims for ‘Sexy’ IPOs to Boost Appeal for Investors (Nikkei Asia)

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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

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After Grab: ASEAN’s Tech Giants Produce a New Startup Generation (Nikkei Asia)

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Grab’s $40bn SPAC Plan Puts CEO Anthony Tan in Driver’s Seat (Nikkei Asia)

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Indonesian Conglomerate CT Corp Embarks on Journey Toward IPO (Nikkei Asia)

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Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)

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Who Leads in Southeast Asia in Digital Payment Adoption? (The Asset)

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India’s Fintech Unicorns Eye Southeast Asia Expansion (Nikkei Asia)

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Vietnam: Key Sectoral Opportunities and Risks (A&M)

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Philippines’ Largest IPO Ends Flat in Debut Trading (The Asset)

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Quarterly Frontier Markets Recap 1Q21 (FitchRatings)

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Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)

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Vietnam’s First Unicorn Bets on AI and Overseas Growth (Nikkei Asia)

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The Strengthening Case for Investing in Asia

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Indonesia’s Smaller Cities Catching Eye of Startup Investors (Nikkei Asia)

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Low Rates and a Pandemic Usher New Traders Into Vietnamese Stocks (Nikkei Asia)

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SK Group Sets Sights on Vietnam’s e-Commerce Sector (The Asset)

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Asia Equities: FAQS, Facts and Figures (UBS AM)

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The Emerging Asia Pacific Capital Markets: Vietnam (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Indonesia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Malaysia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Cambodia (CFA Institute)

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Can a Barbecue Baron Kick off a Big Year for Philippine IPOs? (Nikkei Asia)

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Indonesia Seen Producing at Least 10 More Unicorns by 2030 (The Asset)

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Asean Equities Set for More Gains on Post-Covid Recovery (The Asset)

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Cash Splash: How Sea Became Southeast Asia’s Biggest Public Company (Nikkei Asia)

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Singapore Emerges as Asia’s Digital Securities Trading Hub (Nikkei Asia)

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Emerging Markets: Politics and Elections in 2021 (Wellington Management)

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Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)

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Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)

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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

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Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)

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An Optimist’s Guide to 2021 in Asia (Nikkei Asia)

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Vietnam’s Communists Brace for Next 5 Years After Big 2020 (Nikkei Asia)

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Indonesia’s Unicorns Lure US Tech Giants From Google to Facebook (Nikkei Asia)

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Indonesia’s Energy Pipeline Springs Leak as Chevron Eyes Exit (Nikkei Asia)

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Japan’s Investment in Vietnam Plummets While Suga Seeks Closer Ties (Nikkei Asia)

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North Asia vs South Asia: Differentiation is Key (DWS)

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Malaysia’s Astro Targets Netflix and Amazon with Streaming Launch (Nikkei Asia)

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This is the Asian Century: Seven Reasons to be Optimistic About It (Nikkei Asia)

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China’s Ant Eyes Southeast Asia e-Payment Dominance with IPO (Nikkei Asian Review)

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Hong Kong Security Law Sparks Race for Asia’s Next Financial Capital (Nikkei Asian Review)

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Reshaping Supply Chains Away From China (The Asset)

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Coronavirus Stalks Southeast Asia’s Once-thriving Unicorns (Nikkei Asian Review)

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What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)

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Indonesia IPOs Surge Ahead, Defying Coronavirus Slump (Nikkei Asian Review)

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Jollibee’s Quest for Global Dominance Derailed by Virus (Nikkei Asian Review)

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Could Malaysian Equities See a Modest Recovery in 2020? (Franklin Templeton)

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Myanmar: Unmet Potential (Asia Frontier Capital)

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Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)

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Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)

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Emerging Asia Should Learn From Japan’s Demographic Experience (Nikkei Asian Review)

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Small But Mighty: Seizing Untapped Opportunities in Southeast Asia (Nielsen)

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Asian Retail Resilience: Have Store Hours Affected Performance? (MSCI)

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Asia300 Power Performers: Tech’s Wild Ride (Nikkei Asian Review)

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Malaysia Can Draw Up to $33b in Rare Earth Investment Over Next 10 Years (Straits Times)

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Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)

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False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)

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Malaysia Sees Trade Diversion Cushioning Impact of Tariff Wars (Bloomberg)

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Southeast Asia Set to Gain From Trade War Business Relocations (Nikkei Asian Review)

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Hong Kong Tycoons Start Moving Assets Offshore as Fears Rise Over New Extradition Law (Reuters)

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What Happens if Malaysia is Removed From the FTSE World Bond Index? (The Asset)

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Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)

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After a 15-year Hot Streak, Macao’s Casino Owners May Have to Pay Up (Nikkei Asian Review)

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Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)

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Ayala: Duterte’s China Pivot Transforms Philippines’ Oldest Conglomerate (Nikkei Asian Review)

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Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)

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Vietnam: In a Sweet Spot (AFC Asia Frontier Fund)

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Asia’s Worst Aging Fears Begin to Come True (Nikkei Asian Review)

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Frontier Markets: 2019 Outlook (FIS Group)

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Myanmar: A Long Term Growth Story (AFC Asia Frontier Fund)

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Southeast Asia Bucks Trend of Sinking Global Foreign Investment (Nikkei Asian Review)

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Malaysia on Track to Developed Country Status — But Has Far to Go (Nikkei Asian Review)

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The Philippines: The Problem is Poverty (Inquirer)

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Southeast Asian Tech Hubs Race to Become the Next Silicon Valley (Nikkei Asian Review)

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Jollibee’s Big Appetite (Nikkei Asian Review)

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Asia at a Crossroads: Demographics, Economics & Investment (State Street)

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China Faces Pushback on Belt and Road Indebtedness (The Asset)

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Private Equity Floods into Southeast Asia (Nikkei Asian Review)

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I Left a Top Job in Hong Kong Banking to Invest in a Frontier Market. Here’s Why (eFinancialCareers)

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Fitch Upgrades Vietnam to ‘BB’; Outlook Stable (Fitch)

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Malaysia Post-Regime Change: KLCI Up, BN-Linked Stocks Down (Malaysiakini)

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Election Shock Sends Malaysian Stocks on Wildest Ride in 3 Years (Bloomberg)

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Vietnam: Tail of the Dragon (Mirae Asset)

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The “Next Eleven” and the World Economy (The Asset)

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Duterte Spooks Foreign Investors With Tax ‘Sword of Damocles’ (Nikkei Asian Review)

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Vietnam’s Economy is Firing on All Cylinders (Eaton Vance)

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Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)

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Emerging Markets: Why Politics Matter in 2018 (Hermes)

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Emerging Asia Risks Never Growing Rich (Nikkei Asian Review)

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Oil Price Rally Puts Asian Governments in a Tight Spot (Nikkei Asian Review)

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Minimum Wage Politicking Stings Employers in Southeast Asia (Nikkei Asian Review)

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Dutertenomics: Infrastructure Projects (Nikkei Asian Review)

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Can Thailand’s Economy Ever Be Southeast Asia’s Front-runner Again? (Nikkei Asian Review)

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GST: Asia’s Most Important Economic (Election) Talking Point? (SCMP)

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Vietnam’s Economic Growth Surges to Above 7% as Exports Climb (Bloomberg)

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Southeast Asia is the Next Proxy Battlefield for Chinese Tech (e27)

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The World in 2050 (PWC)

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How Asia Shapes Up 20 Years After 1997 Financial Crisis (Nikkei Asian Review)

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8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)

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Philippines: Uncertainty as Central Bank Chief Steps Down (Nikkei Asian Review)

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2017 Global Retail Development Index (ATKearney)

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Is Singapore Becoming an Old Young Country? (Straits Times)

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Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)

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Bloomberg’s Misery Index’s Least Miserable Emerging Markets

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Wall of Money Finding Its Way to Asian Local Currency Bond Markets (The Asset)

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F/X Exposure Hit APAC Corporates (Asset Benchmark Research)

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Risk Factors Triggering the Most Analyst Questions in Asia (Asset Benchmark Research)

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MSCI Islamic Total Return Index vs. MSCI Emerging Markets Total Return Index (Mobius Blog)

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No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)

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Eat, Pray, Shop: Philippines Embraces Mall Worshiping (INQ)

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Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)

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Infographic: Australian Fund Managers Biased Towards Emerging Markets (AFR)

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PM Capital’s Bertoli: Now is an Attractive Entry Point for Asian Stocks (AFR)

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Nikko AM’s Sartori: Best Buying Opportunities in Asia in My Career (AFR)

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The One Country With “Significant Real Income Growth” (Channel NewsAsia)

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Vietnamese Verses Chinese Retail Investors (AFC)

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