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Asean Confidential - Premium Investment Insight

Update alert

Vietnam: New PPP rules seek to boost infrastructure development

Vietnam introduced new rules governing public-private partnerships (PPP) last week in a bid to boost private-sector funding for infrastructure projects. It represents an improvement on the previous PPP framework – but obstacles remain that could hinder private capital investment in the near term.

22 Apr

Malaysian exports weaken, but 1Q15 consumption rebounds

Malaysian exports have fallen 5%YoY year-to-date, another indication of slowdown in external demand. However, we think private consumption will help buoy 1Q15 GDP numbers, with consumers having gone a recent spending spree ahead of a new goods and services tax in April.

03 Apr

Aquino struggles to find successor, popularity weakening

Asean Confidential’s latest survey indicates President Benigno Aquino III may be turning into a lame duck, hindering his ability to pass key legislation and weakening the chance he will find a viable successor.

02 Apr

Macro

Oil price fall a boon for Asean consumers

The oil price slump is reducing inflation across the region – offering greater space for supportive policy measures – and lowering the cost of travel. Indeed, a rebound in tourism to, from and within Asean is a bright spot in a somewhat subdued regional picture.

18 Mar

Big Call

Manila residential property market slows, but developers adapt

As the metro Manila residential property market softens, the leading developers have adapted to shifting market dynamics and have focused on ambitious integrated developments – combining residential, office and retail – in the outlying suburbs that should ensure long-term growth.

18 Mar

Finance

Protectionism risks for Indonesia’s financial services

The insurance sector in Indonesia is booming, and the long-term outlook is positive. However, it is set to be shaken up by new regulations to limit foreign ownership as the Indonesian government seeks to develop robust domestic insurance and financial sectors. Foreign banks in Indonesia could face elevated risk.

15 Apr

Consumer

Demand for health insurance in Asean rises

Our latest survey found a rise in demand for insurance, particularly accident and health insurance, in Asean. But the regional insurance market is fragmented and there is intense competition, which is dragging on premiums, especially in the non-life sector.

15 Apr

Capital Investment

Vietnam SOE sell-off slowly accelerates

The Vietnamese government has, in the last few months, reaffirmed plans to sell stakes in state-owned enterprises – a process known domestically as equitisation – but the pace of this privatisation remains slow and we expect many big foreign-led deals to remain on hold until beyond 2016.

15 Apr

Thailand – a lack of momentum in the north

In this regional analysis, we find that despite benefiting from a boom in tourism, Thailand’s north is suffering from the same lack of economic momentum we have observed across the country. Nonetheless, the region has enormous long-term potential.

18 Mar

Thailand – a mixed outlook for Isan

In this regional analysis, we examine three urban centres in Isan – north-east Thailand – finding little cause for short-term optimism on either consumption or industrial activity, but we remain bullish on the region over the longer term.

18 Feb

Myanmar gets connected

The opening of Myanmar’s mobile phone market has provoked fierce competition between Telenor and Ooredoo as the new licensees look to exploit a virtually untapped market. We expect rapid growth in the sector, though the telecoms companies will face significant logistical and regulatory challenges. 

06 Aug

Lift-off for Myanmar’s real estate and banking sectors

Our research looks at the rapidly advancing property market in Myanmar, where foreign developers are driving a construction boom, though legal deficiencies continue to provide reasons for caution. Similarly, the opening up of the banking sector is attracting strong foreign interest, though the government will carefully limit the activities of the first foreign licensees.

09 Jul

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