Vietnam is rapidly positioning itself as a leading growth market in Asia, fuelled by sweeping policy reforms, unprecedented infrastructure investment, and a young, digitally driven population. During our recent visit to Ho Chi Minh City, the optimism was palpable - policy shifts are unlocking private sector momentum, modernising industries, and fuelling a new wave of growth.

Proterra Investment Partners Asia (“Proterra Asia”), has made its first investment in Laos, through Proterra Asia Food Fund 3 (“PAFF3”), backing a new blueberry cultivation project in Paksong.

Over the next few months, we’ll be releasing a short series of papers exploring how Solvency II (SII) applies to the use of derivatives within a pure relative value investment strategy. This first paper lays the groundwork for the series by outlining how we understand the core principles of SII as they relate to derivatives in a pure RV context.

Proterra Investment Partners Asia (“Proterra Asia”), has made its largest investment to date through its Proterra Asia Food Fund 3 (“PAFF3”) in Lanna Agro Industry Co., Ltd. (“LACO”), Thailand’s leading producer and exporter of frozen edamame.

Given recent market volatility and the downside risks facing credit spreads, investors are increasingly questioning the resilience of traditional fixed income allocations.

In our latest comprehensive analysis, we explore the significant impact of macroeconomic trends on the stock market, with a particular focus on the infrastructure stocks.

Trump’s broad 10% tariff on imports and higher rates for certain countries have significantly impacted U.S. and global markets, notably affecting technology, retail, manufacturing. Infrastructure stocks are also affected, though the impact is nuanced and sector dependent.

China is transitioning from a construction-driven economy to one focused on innovation and high-value industries, with global leaders emerging in sectors like EVs, robotics, and renewables. While the property market adjustment has been challenging, signs of economic recovery and sustainable growth are becoming evident.

While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?