Chetan Seth of Nomura explains why Asian markets aren't as vulnerable to a taper tantrum as they were in 2013 if the Fed starts to wind back stimulus.
Christiaan Tuntono from Allianz Global Investors is positive on India, Indonesia and the Philippines on the back of weakness in the U.S. dollar.
Sat Duhra of Janus Henderson Investors believes that although the recovery will not be smooth, it will be most visible in southeast Asia.
Johanna Chua from Citi Global Markets Asia sees the coronavirus mutations complicating the recovery trajectory for Asia's economies.
Singapore and Vietnam have been successful in controlling Covid and are likely to keep the situation contained next year, said HSBC's Joseph Incalcaterra.
Over a dozen special purpose acquisition companies (SPACs) are hunting for fast-growing technology firms in Asia that are ready to go public.
The recovery pace of the ASEAN-6 economies (Indonesia, Thailand, Philippines, Vietnam, Singapore, and Malaysia) will be contingent on how fast and efficiently they can roll out their coronavirus vaccination campaign to achieve herd immunity, says Lee Ju Ye, economist at Maybank Kim Eng.
Lightnet saw that regulators moved faster in approving licenses to allow digital payments to catch up with consumer demand during the pandemic, says founder and vice-chairman Tridbodi Arunanondchai.
The coronavirus pandemic and ongoing political protests have left Thailand's economy in "pretty bad shape," said Euben Paracuelles of Nomura.
We are constantly looking for new projects to work with both the United States and China to maintain Singapore's relevance to both countries, says Chan Chun Sing, its trade and industry minister.
Asian countries recognize the benefits of economic cooperation in trade despite existing geopolitical tensions between certain nations, says Deborah Elms, executive director at the Asian Trade Centre.
American companies will want to keep a toehold within the Regional Comprehensive Economic Partnership (RCEP) region and keep their capital investment there, says Frederic Neumann of HSBC.
The Regional Comprehensive Economic Partnership (RCEP), however, can help Australia and other nations to collectivize their strength in responding to China's "trade coercion," says Jeffrey Wilson, research director at the Perth USAsia Centre.
Despite the Regional Comprehensive Economic Partnership (RCEP)'s limited upside at the moment, the deal sets a framework for the potential liberalization of trade relations and regulations in the future, says Simon Baptist of the Economist Intelligence Unit.
Shaun Roache talks about the changes that will follow the huge Regional Comprehensive Economic Partnership trade deal, particularly for the U.S. and China.
When it comes to Southeast Asia, tourism dependent economies and those with a significant coronavirus spread will ultimately benefit more from having a vaccine, says Andrew Tilton of Goldman Sachs. But the economic impact of that may only be seen toward the second half of 2021, he adds.
The Regional Comprehensive Economic Partnership (RCEP) offers opportunities for U.S. businesses, and the U.S. needs to step up even as it deals with the coronavirus pandemic, says Alexander Feldman, president, chairman and CEO of the U.S.-ASEAN Business Council.
JD Retail is currently focused on growing its business in Southeast Asia, but is also open to expanding to other countries if there are suitable opportunities, says CEO Xu Lei.
There are lots of opportunities in Southeast Asia's mobile phone dominated user population, says Stephanie Davis, Google's vice president for the region.
However, the U.S. has to play the "long game" and not force countries to choose between the United States or China, says Kishore Mahbubani of the Asia Research Institute.
