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China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

China's more pragmatic 'zero-Covid' inevitably spikes infections: witness lockdown in Zhengzhou and Foxconn factory riot. Reminder of China's deep links with global supply chain, particularly top alternative manufacturing location Vietnam. 'China +1'...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 November 2022
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

US and China jostle in G20, ASEAN, APEC forums

US and China spar in their spheres of cooperation and competition. ASEAN and India seek ever narrower neutral space. US-China friction creates opportunity for others in Asia with low-cost manufacturing and external account, eg Vietnam. Any new signal...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 November 2022
US and China jostle in G20, ASEAN, APEC forums
US and China jostle in G20, ASEAN, APEC forums
Weekend Reading / Global

Manufacturing exports in emerging markets: The elixir of growth

Manufacturing growth can boost technology transfer (via FDI), consumption (job creation), FX reserves (exports). Needs benign business climate, tariffs (export market access), logistics, and cheap, reliable inputs (wages, power). We scan emerging mar...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 22 October 2022
Manufacturing exports in emerging markets: The elixir of growth
Manufacturing exports in emerging markets: The elixir of growth

IMF updated forecasts show even faster growth in emerging vs developed: 2 charts

Amid overall gloomy outlook, updated forecasts for 2023 imply bigger gap between faster-growth EM and slower-growth DM. In Large EM, India and Indonesia, and in Small EM, Bangladesh, Kenya, Philippines and Vietnam stand out for fast growth. Rare unch...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 October 2022
IMF updated forecasts show even faster growth in emerging vs developed: 2 charts
IMF updated forecasts show even faster growth in emerging vs developed: 2 charts

Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro

We are positive: on just 3 Asian Emerging Markets. We are negative: on the remaining 7 Asian markets. We believe: in the following 10 Asian single stocks.
Crystal Shore Dashboards Gregory
Gregory Shore @ Crystal Shore Dashboards 10 October 2022

SMC: Q3 could be the toughest quarter

H1 22 – Profits reduced due to high costs; adverse effects from geopolitical tensions and global monetary tightening. Gross profit margin has little chance to improve in the H2 as steel prices have not recovered significantly. We recommend 'Observe'....
Rong Viet Tam
Tam Pham @ Rong Viet 26 August 2022