Which Asian Economies Are Benefiting From the Trade War

The video discusses the impact of a strong dollar and weakening demand from China on emerging markets, particularly in Asia. It highlights how these factors affect funding costs and credit conditions. Despite limited exposure to trade wars, countries like Indonesia, the Philippines, and India face investment slowdowns due to capital flow reversals. The video also explores Southeast Asia's potential benefits from supply chain diversification amid US-China tariffs, with Thailand and Vietnam leading in policy support to attract investment.

What factors contribute to the weakening demand from China for the region?

In what ways can Southeast Asia benefit from the disruption in the supply chain?