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3 Insights with Topic: Supply Chain

2023 Market Outlook – Part 3: ASEAN on the tailwinds of China’s reopening recovery
insight2023 Market Outlook – Part 3: ASEAN on the tailwinds of China’s reopening recovery

2023 will likely present investors with a stark economic divergence – between a West in recession and an East where growth will be boosted by recovery in China. ASEAN-5, which already enjoyed its own reopening rebound in 2022, will likely ride the tailwinds of China’s turn at a reopening recovery in the coming year. In this article, we would discuss how ASEAN-5 will likely continue to be in a sweet spot in 2023, offering some of the highest economic growth rates with relatively moderate inflation.

Dec 12, 2022

RCEP: implications of the world’s biggest trade pact
insightRCEP: implications of the world’s biggest trade pact

A major global trading and geopolitical event happened last week, attracting relatively little commentary from a media more preoccupied with US politics and the pandemic.

Nov 24, 2020