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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China's Growing Non-Military Militia in the South China Sea
China has deliberately chosen to use non-military fishermen militias in its growing conflicts in the South China Sea. Fishermen, coastguards - what...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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Asia Frontier Updates
Vietnam UpdatesThe VN Index has returned 19.9% in the past year, making it a stellar outlier in frontier and emerging Asia. Vietnam's PER has...
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