NEWS

Asian markets firmed up in August with the MSCI Asia Ex Japan up +3.2% (YTD +24.6%), the MSCI AC ASEAN Index gaining +2.0% (YTD +8.4%), the Hang Seng Index slipping -1.2% (YTD -0.2%), the Thai SET TR Index (USD) stable at -0.1% (YTD +24.9%), and FTSE Vietnam up +5.4% (-0.8% YTD). Global strategists shifted their attention to […]

Asian markets were mixed in July amid the Western summer holiday season with selling on tech heavyweights affecting larger markets and rotational buying favouring emerging markets. The MSCI Asia Ex Japan fell -3.5% (YTD +20.8%), the MSCI AC ASEAN Index gained +7.3% (YTD +6.4%), the Hang Seng Index +13.1% (YTD +1.0%), and the Thai SET TR Index […]

Markets had a muted reaction to the well telegraphed cease-fire in the Middle East in June, and consequent softening of oil prices on the tentative “reopening” of the Straits of Hormuz. The MSCI Asia Ex Japan fell -1.5% (YTD +25.2%), the MSCI AC ASEAN Index was flat -0.1% (YTD -0.9%), the Hang Seng Index dove […]