Shaun Lee

"Trade flows... are shifting predominantly from the west to the east primarily coming from China to ASEAN countries... as well as to the UAE." The macroeconomic trend is moving away from Western-centric trade corridors toward an intra-Asian and Middle Eastern bloc. As volume grows in these corridors (UAE-Philippines, China-ASEAN), the underlying economies and their payment volumes will outperform Western counterparts. LONG. Capitalize on the macro rotation of capital and goods into these specific regions. Geopolitical escalation in the South China Sea or Middle East disrupting these specific trade routes.