ASEAN Macro
Comment of the Day

December 08 2020

Commentary by Eoin Treacy

ASEAN Macro

Thanks to a subscriber for this report from Maybank which may be of interest to subscribers. Here is a section:

Eoin Treacy's view

A l;ink to the full report is posted in the Subscriber's Area. 

Europe and North America are more likely to receive ready access to vaccines developed by western companies in the short term. Meanwhile China is already exporting its vaccine candidate despite the apparent lack of rigour in testing. The first batches of Sinovac’s vaccine arrived in Indonesia today. It remains very likely that within six months there will be a significant oversupply of vaccines. I fully expect the rollout to go much faster than many people expect.

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