China's Export Disruption Is Causing Re-Shoring of Exports to TW, VN, PH, ID
China's industrial output declined 13.5% YoY in January-February 2020, retail sales declined by 20.5% YoY, and fixed asset investment (FAI)...
355 Views
Trump Is Winning the Trade War Vs China Hands Down, but Vietnam & Taiwan Win Too
In Jan-Oct 2019, the US bilateral trade deficit with China declined by 14.6% YoY (US$50bn) as tariffs began to bite, and US exports to China...
666 Views
Vietnam: Still Primed for Investment Grade
We see Vietnam Government International Bond (VIETNM GOVT) as a “BB” credit with a positive rating pressure, following the path of Indonesia and...
559 Views
Vietnam Market Update: September 2019
Vietnam is in an FDI sweet spot: Vietnam has been able to diversify its export structure in recent years, and there is still room for the country...
453 Views
Winners as Trade Is Diverted from China: Vietnam, Taiwan, SKorea, India, S'pore, Mexico
The US has raised tariffs on US$200 billion of imports from China to 25% (from 10% previously), and initiated the process of imposing similar...
604 Views