Reid Kirchenbauer

Why China Infrastructure Investment Must Grow

Why China Infrastructure Investment Must Grow

Last updated October 10th, 2019. Beijing realizes that a robust economy depends on having reliable transportation and telecom networks. Thus, China infrastructure will constantly improve in order for the nation to keep its edge. From the late 1990s until now, over 100...

Myanmar Telecom Sector: A Brief Overview

Myanmar Telecom Sector: A Brief Overview

Last updated January 20th, 2020.   The Myanmar telecom industry evolved rapidly during the past decade, seeing the entrance of two major operators: Telenor and Ooredoo. Myanmar's two telecom newcomers joined a once state-owned operator, Myanmar Posts and...

ASEAN Highway Opens: Connecting Asia’s Roads

ASEAN Highway Opens: Connecting Asia’s Roads

The ASEAN highway connecting India, Myanmar, and Thailand has opened. The move will surely strengthen trade and political cooperation among the three countries, Asian Highway No.  1 (AH 1) is the most critical part of this new highway. It runs throughout Myanmar,...

Why Philippine Unemployment Rate is Asia’s Highest

Why Philippine Unemployment Rate is Asia’s Highest

Last updated December 21st, 2018.   Recent years saw rapid development in the Philippines which is now among the world's fastest growing markets. Solid economic trends will continue in the long term. Yet a high Philippine unemployment rate still plagues this...

Can Asia’s Startups Outperform Silicon Valley?

Can Asia’s Startups Outperform Silicon Valley?

Last updated June 2nd, 2023.   Just about every investor is aware of the innovation coming out of Silicon Valley, which enjoys the top "brand name" out of any global tech hub. Startups in Asia arguably have greater untapped potential than anywhere else in the...

Why Weak GDP Growth in Singapore Will Continue

Why Weak GDP Growth in Singapore Will Continue

Last updated December 20th, 2019.   Singapore's GDP growth is far weaker than economists hoped for, with some analysts blaming the nation's sluggish manufacturing sector along with an intensifying US-China trade war. Businesses are still trying to counteract this...

Myanmar Beer Industry Heats Up: Who Will Win?

Myanmar Beer Industry Heats Up: Who Will Win?

Last updated November 26th, 2019.   Heineken, one of the world's biggest brewing companies, is back in the Burmese market over two decades after its first attempt. Myanmar's former military junta condemned and sanctioned Heineken back in the late 1990s....

Why is Vietnam Foreign Investment Booming?

Why is Vietnam Foreign Investment Booming?

Last updated July 21st, 2023.   Vietnam certainly made amazing progress over the last decade. Their annual growth averaged above 6% with a remarkable CAGR (Compound Annual Growth Rate) of 12%. That ranks Vietnam as Asia's second fastest growing economy, only...

Malaysian Ringgit Crisis: Did it Bottom Out?

Malaysian Ringgit Crisis: Did it Bottom Out?

Update for July, 2024: This article was originally written back in 2015, forecasting a decline in the Malaysian ringgit. Our predictions were accurate and the ringgit saw significant depreciation ever since then. However, we now rate the currency a "buy" and think...

Are China Stocks in a Bubble? Yes, Probably

Are China Stocks in a Bubble? Yes, Probably

Update for October, 2019: This article was originally written in 2015. Our predictions were accurate and China stocks saw a significant decline over the past few years. However, we're still bearish on Chinese stocks and think they can fall even further. Information...