NZZ: ASEAN – Wenn der Tiger erwacht (Asean tigers awaken)

In this article in German language the NZZ focuses on an overlooked region. As the NZZ rightly implies, in their obsession with China, many investors have forgotten that the ASEAN tigers pose a Private Consumption that is almost half the size of China’s – but more importantly, most ASEAN economies with the big exception of Thailand enjoy one more decade of positive demographics!

Mr. Takushi contributed to this article.

http://www.nzz.ch/finanzen/aktien/wenn-der-tiger-erwacht-1.18478727