Asia FX 2025 Outlook Podcast Series #3: Outperformers and Vietnam as microcosm of China+1

from The MUFG Global Markets Podcast · host MUFG EMEA

Michael Wan, Senior Currency Analyst with MUFG Global Markets Research Asia discusses two key themes, the possible outperformers, PHP and INR, and also how Trump 2.0 will likely focus on the Chinese-linked supply chain this time around and thereby impact Vietnam. (Please see link to Disclaimer: Disclaimer - MUFG Research)

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This episode was published on December 16, 2024.

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