Report

Analyst Pin-board ASEAN Equity Markets

  • Equity markets in ASEAN, except for Vietnam, have not done well versus developed markets.
  • Energy prices are a drag on most emerging economies.
  • Private equity deals. Much more in developed economies than in emerging markets.

Emerging market stocks are lagging behind those in developed economies by the most since the 2013 “taper tantrum” (Figure 1). It appears that global investors fret that tighter monetary policies will trigger a flight away from that asset class. The MSCI’s  EM benchmark is essentially flat for 2021 in US dollar terms, including dividend payments. The lackluster performance starkly contrasts with returns of developed markets that have delivered returns of more than 20 per cent so far this year (Tables 1 and 2), bolstered by gains in US and European equities

Provider
Viet Dragon Securities
Viet Dragon Securities

Viet Dragon Securities belongs to top 20 biggest securities companies in terms of chartered capital in Vietnam. With a qualified, dedicated and professional team, a widespread network, advanced technology, diversified products and services, and good relationship with local and foreign institutions, we provide a wide range of services and products to our clients both individuals and institutions, both local and foreign. We commit to provide our clients with promising investment opportunities and a comprehensive and professional financial investment services.

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Analysts
Son Tran

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