The New Asia Podcast

So… it’s a deal? In the latest New Asia Podcast, Muddy Waters’ Carson Block and Rob Medd unpack Trump’s recent announcement that the US has implemented a preliminary trade agreement with Vietnam, setting baseline tariffs at 20% and 40% for transshipments from China. The announcement puts Vietnam in a unique position, especially compared to how Trump is handling tariffs with areas like Canada and E...

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 beli...

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...

“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 shi...

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. Wheth...