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

Strategy & Head of Equity Research @ Tellimer Research
