Asia - Economic Data & News 02 (Jul 16 - Dec 25)

[behappyalways]

How China’s ‘Salami Slicing’ Tactics Spark South China Sea Tensions | U.S. vs. China | WSJ
https://m.youtube.com/watch?v=uwtnFTWs4zk

[behappyalways]

The sins created by the CCP...feed tigers! Chinese businessmen cultivate the "Golden Triangle" into a fraud paradise. Chinese businessmen "Belt and Road" enter the Golden Triangle

中共自己造的孽...養虎為患! 中商人培植"金三角"成詐騙天堂 中國商人"一帶一路"入主金三角 趙偉改造成詐騙天堂!│記者 王家珩 孟國華│【國際大現場】20230605│三立新聞台

https://m.youtube.com/watch?v=yy52BNVNOO0

[behappyalways]

India. Malaysia. Vietnam. Singapore "Nanyang Semiconductor Chain" is quietly taking shape! ?

印度.馬國.越南.新加坡 "南洋半導體鏈"默默成形！？ | 金臨天下 20230607

https://m.youtube.com/watch?v=x0UJUvCHoEQ

[winston]

UBS - * Upgraded Malaysia to overweight

As of 13 June 2023, MSCI ASEAN Index is trading at 13.9x 12-month forward PE, a meaningful discount to its long-term average of 15.3x.

Upgraded Malaysia to overweight along with the Philippines, while maintaining neutral on Indonesia and underweight on Thailand, relative to the MSCI EM Index.

Year-to-date, MSCI Malaysia has been the worst performing index among the MSCI-based indexes in ASEAN, suggesting some of the relative weakness in its earnings sentiment could have been priced in.

* Most preferred picks for each c'try

Indonesia: Astra International, Indosat, Bank Rakyat Indonesia, Aneka Tambang, Indofood CBP, Jasa Marga, Ciputra Development

Malaysia: Mr D.I.Y., IHH Healthcare, Genting Malaysia, IOI Corp, Frontken, CIMB, Malaysia Airports

Philippines: SM Investments, Universal Robina, Bank of the Philippines Islands, Ayala Land

Singapore: CapitaLand Integrated Commercial Trust, Mapletree Logistics Trust, United Overseas Bank, Wilmar, Grab

Thailand: AIS, Bangkok Bank, CP ALL, CPN, HANA, HMPRO, MINT, TIDLOR, WHA

Vietnam: Military Bank, Vincom Retails, FPT, PNJ, Masan

Source: UBS

[behappyalways]

R & D Agni 5 swords point to major cities in China? India's "nuclear deterrent" Sino-Indian relations tolerated to the "limit"?

研發烈火5劍指中國各大城市？ 印度"核威攝"中印關係忍到"極限"？ ｜20230620｜@inewsplus

https://m.youtube.com/watch?v=3kmR3Gw_5CI

[behappyalways]

The "nine-dash line" in the South China Sea became a tipping point Korean group.
"Barbie" was blocked by Vietnam's boycott

南海「九段線」成引爆點 韓團.《芭比》遭越南杯葛封殺｜譚伊倫｜FOCUS全球新聞 20230707@tvbsfocus

https://m.youtube.com/watch?v=TIEIFpwHcJU

[behappyalways]

The ASEAN foreign ministers' meeting will be held. The United States, China and Russia will be present together. Wang Yi will replace Qin Gang to attend

東協系列外長會召開.美中俄將同場 王毅取代秦剛出席｜方念華｜FOCUS全球新聞 20230712@tvbsfocus

https://m.youtube.com/watch?v=KejXL4ekPwM

[behappyalways]

China Warns NATO Must Not Ever Expand Into Asia-Pacific
https://www.zerohedge.com/geopolitical/ ... ia-pacific

[behappyalways]

The ASEAN Foreign Ministers' Meeting South China Sea Guidelines will be finalized within 3 years! China promotes FTA 3.0 negotiations

東協外長會　南海準則3年內定! 中國推自貿區3.0談判｜方念華｜FOCUS全球新聞 20230714@tvbsfocus

https://m.youtube.com/watch?v=73k9CMHSOSY&t=5s

[behappyalways]

Alluding to China's research and development of deadly virus, Bollywood film blatantly insults China!
India resists China's "four nos and three provocations" and China will fight back immediately not to be outdone!
Is the Indian drama backed by the United States?

影射中國研發致命病毒 寶萊塢電影公然辱華！印度抗中"四不三挑釁"中國不甘示弱馬上反擊！印度神劇背後有美國助力撐腰？｜20230725｜ @inewsplus

https://m.youtube.com/watch?v=LAnsnzsKG7w