NEWS

Asian equity markets were mixed in February with the FTSE Vietnam (USD) up +1.5% (YTD +2.6%), the Hang Seng Index +13.4% (YTD +14.4%), the MSCI Asia Ex Japan +1.0% (YTD +1.6%), the MSCI AC ASEAN Index down -2.8% (-3.2%), and the Thai SET Index (USD) -9.1% (-13.4%).   It’s hard not to begin with geopolitics, […]

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Asian equity markets were mixed in January with the FTSE Vietnam (USD) +1.1%, the Hang Seng Index +0.8%, the MSCI Asia Ex Japan +0.6%, the MSCI AC ASEAN Index -0.3%, and the Thai SET Index (USD) -4.7%.   President Trump has begun his second term with a bang, focusing on quick impact policies combating illegal […]

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Asian equity markets fell back in December with South East Asian markets mixed for the full year, and East Asia somewhat higher. The FTSE Vietnam (USD) -9.9%, the Thai SET Index (USD) +2.3% in USD for the year (slightly negative in Thai Baht); MSCI AC ASEAN Index +7.7%, MSCI Asia Ex Japan +9.8%, the Hang […]

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