Emergency pod alert! Last Thursday, the federal court blocked Trump’s tariffs. This bombshell changes everyone’s trade talks, including Vietnam. But in our latest New Asia Podcast, we investigate how, irrespective of the ruling, General Secretary Tô Lâm and the Politburo are undertaking to transform Vietnam into a "prosperous, well-educated, healthy and independent country."

We explain why we believe Trump’s tariff proposals may have actually helped stimulate reform. We also explore misconceptions about Tô Lâm and his push for government accountability, private sector growth, and infrastructure spending, de-emphasizing Vietnam's SOE sector, comparisons between Vietnam and China, DOGE, and how Vietnam will navigate diplomatic relations, manufacturing and exports going forward.

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To learn more about Muddy Waters Asia, please visit ⁠MuddyWatersAsia.com and follow us on ⁠X at @MuddyWatersAsia⁠.

In the latest episode of The New Asia Podcast, Carson Block catches up with Muddy Waters Head of Asia Rob Medd for a comparison of Vietnam and India, especially in how to approach public equity investing. What sets these markets apart... and where do the real opportunities lie?

Since 2003, Rob’s been on the ground and watching investments in India. He’s seen firsthand how India’s growth story has evolved. Together, he and Carson unpack the paradoxes of India and Vietnam, from infrastructure and entrepreneurship to corruption and capital markets.

We dig into:

To learn more about Muddy Waters Asia, please visit ⁠MuddyWatersAsia.com and follow us on ⁠X at @MuddyWatersAsia⁠.

“It might be a slower GDP story, but there's a lot of grit in the Vietnamese economy.” - Rob Medd, Muddy Waters Asia

In the second episode of The New Asia Podcast from Muddy Waters Asia, we’re reporting to you from Mumbai, India. But don’t worry - all eyes are still on Vietnam.

Host Carson Block checks in with Rob Medd to unpack what’s really going on as Vietnam faces rising tariff threats and shifting global supply chains. While the headlines scream 46% tariffs, Rob explains why that number isn't likely to materialize, and how Vietnam’s government is responding behind the scenes.

We dig into:

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.

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.

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.