A wonderful article over at Forbes that highlights the CEO’s of MNCs viewpoints on ASEAN, here’s the introductory paragraph and the link to the rest of the article In early 2015, I interviewed eight C-level executives at leading foreign multinationals as part of a KPMG sponsored report exploring the outlook for multinationals (MNCs) in ASEAN. What did […]
Read More →A great little op-ed by Mark Mobius on ASEAN and the AEC Impact on the region, see below for the whole article. The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental […]
Read More →I’ve had the pleasure of listening to Kishore Mahbubani speak live a few months ago and just came across this article stating his viewpoints on ASEAN. As a region it is doing tremendously well despite all the issues that plague developing countries, and in my mind as an investment destination is a no-brainer. See below for […]
Read More →Big shout out to Vincent Fernando @ Religare for keeping me updated on this. Essentially throughout the past 12 months earnings for the ASEAN region have been decreasing and dramatically over the past 3 months. Who say’s fundamentals don’t matter? When looking @ Thailand this has had us worried for months, while analysts may keep […]
Read More →If you live in this region it should be of no surprise, ASEAN has already gone through its debt crisis back in ’97-’98 hence the lower debt-to-gdp ratios versus Japan, Europe and the US. The fund flow into the region and certain sectors (hospitals, telecoms and commerce specifically) has been unexpectedly strong and doesn’t look […]
Read More →The prime minster, Yingluck, was in Japan and gave a speech entitled “Unbeatable Thailand, Unparalleled Opportunities”. Within it contained some key points illustrating how important Japan is to Thailand’s economic growth and health. Japan is Thailand’s largest trading partner. Our exports to Japan grew by 8.3 percent last year. You are also Thailand’s largest investor. […]
Read More →Not much has been written about the upcoming AEC in 2015 when ASEAN is going to be more integrated. There are three interesting news articles that came to my attention that companies are starting now in anticipation of this. When talking to friends in the manufacturing business, the majority are looking forward to it as […]
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