Foreign Funds Flee Asian Equities

The transcript discusses the economic impact of COVID-19 in Asia, highlighting the slow start of vaccinations in Southeast Asia and its effect on economic recovery. It also covers the high bond yields in Asia compared to the US and the benign inflation expectations, which attract bond inflows. The discussion includes specific vaccination rates in countries like Indonesia, the Philippines, Thailand, and Malaysia, and compares them to the global average.

What factors are contributing to the slow vaccination rates in Southeast Asia?

How do the vaccination rates in Southeast Asia compare to the global average?

What are the current bond yields in Malaysia and the Philippines, and how do they compare to US Treasurys?

What expectations do investors have regarding inflation in Asia?

What impact might the Federal Reserve's tapering have on the bond market in Asia?