In the debut episode of The New Asia Podcast from Muddy Waters Asia, host Michael Coolbaugh sits down with Rob Medd, Head of Asia at Muddy Waters, to unpack Vietnam’s rising role in the global economy.
From trade wars to transshipment, from Cold War history to future tech investments, this is a comprehensive, boots-on-the-ground look at how Vietnam became a key player in the New World Order. Whether you’re an investor, a policy watcher, or just curious about Asia’s future, this episode lays the groundwork.
Why some are calling it Liberation Day and what it means for Asia
How Vietnam has become the battleground of U.S.–China trade tensions
The rise of Vietnam through both legitimate FDI and controversial transshipment
The geopolitical tightrope Vietnam walks with China, the U.S., Russia, and Ukraine
What the “Bamboo Policy” means for Vietnam’s foreign relations
The legacy of the Vietnam War on modern global supply chains
Domestic policy shifts, digitization, and Vietnam’s push toward higher-value manufacturing
How Vietnam differs from China in terms of intellectual property, governance, and economic openness
What to watch next: tariffs, licensing crackdowns, education reform, and infrastructure investments
To learn more about Muddy Waters Asia, please visit MuddyWatersAsia.com, follow us on X at @MuddyWatersAsia and subscribe to the Muddy Waters Asia email newsletter.
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