
Gary Bowerman
Co-Founder and Host at The South East Asia Travel Show
Producer at Asia Travel Re:Set
Asia Travel & Consumer Trends Analyst | China Author | The South East Asia Travel Show | Speaker & Media Commentator
Articles
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6 days ago |
asiatravelreset.substack.com | Gary Bowerman
Welcome to Issue 183 of Asia Travel Re:Set. Over the past 2 weeks, reams of well-presented data have spotlit the scope of commercial interactions between China and ASEAN nations and the US. This is important because it helps plug a knowledge gap about international trade. But reliable trade data is mostly annual, quarterly or monthly, ie, back-dated. And what we saw in ASEAN this week was the trade-planning process in action.
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1 week ago |
asiatravelreset.substack.com | Gary Bowerman
Welcome to Issue 182 of Asia Travel Re:Set. A bitcoin for Anwar Ibrahim’s thoughts? Malaysia’s (impressively statesman-like) Prime Minister has a tricky twin role to manage his country through the tariff crisis and chair the 10-member Association of South East Asian Nations (ASEAN). He will welcome China’s President Xi Jinping next week (15-17 April) at the start of an impromptu mini ASEAN tour. How many bitcoins to be a fly on that meeting room wall? Thanks for checking in…PS.
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2 weeks ago |
asiatravelreset.substack.com | Gary Bowerman
Welcome to Issue 181, a special midweek edition of Asia Travel Re:Set. A hot, humid late-summer’s morning in Shanghai in 2008. I’m in a descending elevator from an upper floor of a skyscraper in Pudong: China’s Wall Street. A group of Chinese bankers enters on a mid-level floor. They speak in hushed, courteous but evidently upbeat tones. Lehmann Brothers had collapsed overnight. China’s major banks had been recently recapitalised. ICBC had completed the world’s largest IPO.
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2 weeks ago |
asiatravelreset.substack.com | Gary Bowerman
Welcome to Issue 180 of Asia Travel Re:Set. Cambodia 49%. Laos 48%. Vietnam 46%. Myanmar 44%. Thailand 36%, Indonesia 32%. Malaysia 24%. Brunei 24%. Philippines 17%. Singapore 10%. The power-crazed machismo disguised as economic policy of the Ttump administration will see its new tariffs hit South East Asian economies very hard. The knock-on global impacts (including for the US itself) are blindingly obvious. Some countries may retaliate, others could yield. All have started to negotiate.
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3 weeks ago |
asiatravelreset.substack.com | Gary Bowerman
Welcome to Issue 179 of Asia Travel Re:Set. So, firstly, all thoughts are with the people of Myanmar after Friday’s earthquake. The full, devastating impacts are still unclear. So, I said last week that there would be no newsletter this week. But, March was an intriguing month, which we reviewed on The South East Asia Travel Show. Meanwhile, there’s plenty of speculation about Vietnam’s strategy should it be targeted (next week) by US tariffs. So, let’s follow that train of thought.
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