Hotlines and Hotspots in the South China Sea
Non-binding codes of conduct governing incidents in the South China Sea, announced at the ASEAN leaders' summit with China in Vientiane last week,...
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ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
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China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
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VND: High-Yield Safe Haven Currency with Robust Exports and a CA Surplus
Vietnam continues to provide stable positive returns, and we recommend staying overweight in the VND, given the widening trade surplus (which...
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Takeaways from ASEAN - Investment Opportunities
Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...
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