ASEAN Can Be A Safe Haven

• ASEAN is mainly correlated to Asia Pacific ex Japan and Emerging markets
• The region has a low correlation to the US, Developed Europe, and China A-shares
• In addition, ASEAN is the least volatile region
• A good region, when you want to play defense

Q3 2019 hedge fund letters, conferences and more

Article by Andrew Stotz, Become A Better Investor