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Ep. 346: Gavin Serkin Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The USA-China Chess Game in Southeast Asia

I think one of the interesting things that's happening in Southeast Asia right now, and I'd love for you to comment on this, is the USA-China chess game. For the likes of Vietnam and for Myanmar, the solution for them is to reduce their reliance on China. You are seeing alternatives to China pop up, and it's not just the US, it's also into regional trade. There's an understanding that these countries have to develop other economic links,. One of those is the ASEAN community.

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