Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
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External Trade Focus: ASEAN–China Relations in a Rebalanced World
ASEAN is scaling into a top-tier economic engine, targeting a US$4.2T GDP in 2025 and cementing its position as the world’s fifth-largest...
203 Views
US: You Ain't Seen Nothin' yet on the Impact of the Trump Tariffs
​China share of US imports to halve in 2025 vs 7 years ago, with ASEAN (mainly Vietnam) gaining. Tariff impact only begins now: exports to slow...
384 Views
Smartkarma Webinar | Dual Listings in ASEAN: Trends and Drivers
In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Angus...
8.2k Views
Dual Listings In ASEAN: Trends And Drivers
Dual listings between ASEAN Markets are a relatively new concept, which allows locally listed companies to list on another exchange in the region,...
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