Vietnam: The Last Remaining East Asian Export Champion Is a Stable Bet
Create a little niche in your portfolio for Vietnam. The Dong's stability is assured by sustained export strength and a solid current account...
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Asian Outlook and the Implications for Monetary Policy
Export growth remains lacklustre and mostly contractionary. The only bright spots for exports are Malaysia and Vietnam, but even Malaysia’s export...
190 Views
Vietnam Holding's Fund Returns 13%: Strong Pure Play for Listed Equity
Opportunity OverviewUnlike Vinacapital Vietnam Opp Fund Limited , which only invests half of its assets in listed equity, Vietnam Holding...
315 Views
China Attempts to Divide ASEAN
China is working to pre-empt the forthcoming ruling by the Permanent Court of Arbitration which is likely to weaken the basis of China’s claims to...
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Drivers of Asian Growth - Part 3
This note analysing the drivers for selected ASEAN economies is Part 3 of three parts on Asian growth. It focuses on Thailand, Malaysia,...
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