ASEAN Archives - Emerging Market Views


Could Vietnam Be Ready To Fill China’s Supply Chain Gaps?

When we traveled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now, with the virus battering Chinese manufacturing, our impressions from that…

Post Election, Thai Economy Is Set To Slow

Thailand’s junta Prayuth Chan-o-cha has officially become the country’s prime minister after beating popular socialist contender Thanatorn Jurunrengkit in a…

Investors Betting On China’s Millennials

“Millennials kill insert-traditional-product” headlines —covering everything from diamond rings to mayonnaise to traditional weddings — have become a cliché in…