CNBC's Amanda Drury and Mark Fuchs, CEO of Fuchs Capital Partners discuss the 14th ASEAN Summit, the likely success of an ASEAN trading bloc, protectionism by western markets, outlook for ASEAN economies, investability of sectors, etc. More specifically, Mark Fuchs discusses short/medium term positioning in Singapore, Malaysia, Thailand, Indonesia and Vietnam, as well as the outlook for contractors, CPO and banks.
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