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...
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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...
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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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