China’s Next Market Winners: Reading the Signals From the 15th Five-Year Plan
China’s 15th Five‑Year Plan (2026‑2030) shifts focus from research to the large‑scale deployment of advanced technologies. It earmarks AI, semiconductors, robotics, 6G, green hydrogen and bio‑manufacturing as priority sectors, coupling subsidies with strict performance targets. The policy reinforces self‑reliance, offering domestic firms strong tailwinds while tightening entry for foreign competitors. Simultaneously, China eases restrictions in select areas such as telecom services, healthcare, biotech and education, creating a narrow but meaningful window for overseas investors.
Protected Profits: How the World’s Largest Condom Maker Turned a Global Crisis Into a "Covered" Investment Opportunity
Karex, a Malaysia‑listed firm, is the world’s largest condom manufacturer, producing over five billion units annually for brands such as Durex, Trojan and public‑health buyers like the NHS and UN. Amid the US‑Iran conflict, shipping delays have doubled transit times,...
ASEAN, Inc.: +19.5% Annually Since December 31, 2024 — The Quiet Outperformer in a Noisy World
ASEAN, Inc., a basket of seven U.S.-listed ETFs covering Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam and the region’s 40 largest firms, has delivered a total return of +25.7% (annualized +19.5%) since December 31, 2024. The portfolio’s outperformance is anchored by Vietnam’s...
ASEAN, Inc.: +17.8% Annually Since December 31, 2024 — How Southeast Asia Quietly Outperformed Amid Global Conflict
A conceptual portfolio called ASEAN, Inc., equally weighting seven US‑listed ETFs that track Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam and a regional top‑40 fund, generated a total return of +22.8% (‑$1 million to $1.227 million) and an annualized +17.8% through April 10 2026....
ASEAN Inc.: Up 16% Since December 31, 2024 — A Region Outperforming Quietly, While Investors Look the Other Way
ASEAN Inc., a basket of seven U.S.-listed ETFs covering Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam and the region’s top 40 firms, posted a 16.1% total return (13.1% annualized) from Dec 31 2024 to March 20 2026, outpacing the S&P 500’s 15% gain. Vietnam’s ETF...
ASEAN Inc.: One Portfolio, Seven Markets — and a Clear Test of Southeast Asia’s Investment Story
The episode breaks down the ASEAN Inc. portfolio—a $1 million, equally weighted allocation across seven U.S.-listed ETFs covering Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam, and a regional ASEAN‑40 fund—and shows it delivered a 21.3% annualized total return through February 2026, beating...