S. E. Asia

In stark contrast with China’s slowdown and OECD countries’ tepid recovery, growth rates for the so-called ASEAN 5 countries are expected to average 5.5% during 2015-19. As economic integration makes further progress the region will increasingly become a regional engine of growth, creating opportunities for investors.

Expertise is essential to assess investment opportunities of these fast-moving economies and to identify their underlying complex political dynamics. An additional source of risk stems from what made ASEAN economies so successful, their being among the most open in the world. In contrast to EM countries elsewhere countries in the region generally possess a lower level of foreign reserves, higher levels of foreign ownership of local currency bonds and a greater dependence on international trade.

In this promising but challenging environment, Trusted Sources monitors and publishes regularly on economic, political and external trends in Indonesia, Philippines and Thailand. Analysing such a broad spectrum of data allows Trusted Sources to deliver reports that comprehensively assess the investment risks and opportunities. Finally, the soundness of Trusted Sources long term investment calls is enhanced by its network of local sources that provide additional insights on the effects of reforms for investors.

* Vietnam: On the road in Ho Chi Minh City, Larry Brainard, 29 Sep 2017
Vietnam is gradually overcoming the legacy of past policy mistakes as it opens its doors to foreign investment
* Indonesia: Jakarta raises risks for 2019, Jon Harrison, Jules Bordat, 21 Apr 2017
The electoral defeat of Jakarta Governor Ahok is not as bad for markets as it might appear, but it does raise risks for the 2019 election
* Indonesia: Our top pick in Asia, Jon Harrison, 5 Apr 2017
Strong GDP growth, favourable reform outlook, gradually rising inflation and a stable currency all favour Indonesia
* On the road in Asia: Strategy takeaways, Jon Harrison, 16 Mar 2017
Indonesia offers the brightest opportunity in South East Asia; India shows solid medium-term potential, but short-term risks weigh
* Philippines: Reform outlook and external conditions favour equities, Jon Harrison, , 17 Jun 2016
We open a positive high-conviction view on Philippine equities