NEWS

Asian equity markets rallied in July on actual and anticipated US tariff agreements, with the MSCI AC ASEAN Index +1.9% (YTD +5.4%), the Hang Seng Index +2.9% (YTD +23.5%), the MSCI Asia Ex Japan +2.3% (YTD +15.7%), and the Thai SET Index (USD) +12.9% (YTD -4.4%).   The month saw many US “trade deals” done […]

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Asian currencies and equity markets rallied in June with the FTSE Vietnam (USD) +2.6% (YTD +18.4%), the MSCI AC ASEAN Index +0.0% (YTD +3.4%), the Hang Seng Index +3.4% (YTD +20.0%), the MSCI Asia Ex Japan +5.7% (YTD +13.1%), but the Thai SET Index (USD) fell -3.9% (YTD -15.3%).   Uncertainty over US trade tariffs […]

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Asian currencies, and to a lesser extent equity markets rallied in May with the FTSE Vietnam (USD) jumping +12.5% (YTD +15.4%), the MSCI AC ASEAN Index +3.5% (YTD +3.4%), the Hang Seng Index +5.3% (YTD +16.1%), the MSCI Asia Ex Japan +5.0% (YTD +7.1%), but the Thai SET Index (USD) fell -1.9% (YTD -11.9%).   […]

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