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EM ASEAN & Vietnam: The “China Plus One” solution that is still hidden gem
EM ASEAN & Vietnam: The “China Plus One” solution that is still hidden gem
5/26/2020

The translation results below are generated by AliCloud’s machine translation engine and is purely for reference only. Premia Partners does not take responsibility for the accuracy or appropriateness of the content, and where the meaning differs from the original in English, the original version prevails.

Given the trade tensions and looming risks of de-globalisation, it is likely that China will embark on a different growth path in the aftermath of COVID, and increasingly rely on domestic demand to drive growth. This structural shift holds significant implications for EM Asia. In fact, ASEAN replaced the European Union as China’s biggest trading partner in 1Q20. In this webinar, our co-CIO David Lai shares our research and insights on investing into ASEAN markets in light of the late COVID crisis, re-escalating US-China trade dispute and more importantly the gradual global supply chain reconfiguration.

WEBINAR REPLAY | Adapted from a private session with audience in Korea

Given the trade tensions and looming risks of de-globalisation, it is likely that China will embark on a different growth path in the aftermath of COVID, and increasingly rely on domestic demand to drive growth. This structural shift holds significant implications for EM Asia. In fact, ASEAN replaced the European Union as China’s biggest trading partner in 1Q20.  In this webinar, our co-CIO David Lai shares our research and insights on investing into ASEAN markets in light of the late COVID crisis, re-escalating US-China trade dispute and more importantly the gradual global supply chain reconfiguration.

  • David Lai
    David Lai , CFA

    Partner, Co-CIO

The translation results below are generated by AliCloud’s machine translation engine and is purely for reference only. Premia Partners does not take responsibility for the accuracy or appropriateness of the content, and where the meaning differs from the original in English, the original version prevails.

Given the trade tensions and looming risks of de-globalisation, it is likely that China will embark on a different growth path in the aftermath of COVID, and increasingly rely on domestic demand to drive growth. This structural shift holds significant implications for EM Asia. In fact, ASEAN replaced the European Union as China’s biggest trading partner in 1Q20. In this webinar, our co-CIO David Lai shares our research and insights on investing into ASEAN markets in light of the late COVID crisis, re-escalating US-China trade dispute and more importantly the gradual global supply chain reconfiguration.

WEBINAR REPLAY | Adapted from a private session with audience in Korea

Given the trade tensions and looming risks of de-globalisation, it is likely that China will embark on a different growth path in the aftermath of COVID, and increasingly rely on domestic demand to drive growth. This structural shift holds significant implications for EM Asia. In fact, ASEAN replaced the European Union as China’s biggest trading partner in 1Q20.  In this webinar, our co-CIO David Lai shares our research and insights on investing into ASEAN markets in light of the late COVID crisis, re-escalating US-China trade dispute and more importantly the gradual global supply chain reconfiguration.