ASEAN central to US-China competition but off the radar of foreign investors

  • Quad (US, India, Japan, Australia) and ASEAN countries at the centre of US-China foreign policy friction

  • Yet ASEAN equities are off the foreign investor radar. The group is comparable to India in size, and cheaper

  • Vietnam is our top pick among the individual countries: multi-faceted growth, low political risk and the cheapest
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