HSBC on China Investor Interest in ASEAN

The video discusses trade challenges and FDI trends in ASEAN, highlighting the impact of supply chain shifts and investment in the EV and tech sectors. It explores economic shifts, comparative advantages, and the role of trade agreements like RCEP. The relationship between China and ASEAN is examined, along with economic outlooks and inflation trends. The video concludes with a look at agricultural exports, particularly the booming durian economy.

In what ways do labor costs and macro fundamentals influence investment decisions in ASEAN?

What challenges do ASEAN economies face in attracting foreign direct investment?

How does the durian economy reflect broader economic trends in Southeast Asia?