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Manager Comment June 2017

The Mekong Fund gained +1.4% in June. Asian Markets put in mixed results in June, with the Hang Seng Index +0.4%, MSCI Asia ex Japan Index +1.1%, FTSE ASEAN +0.9%, Thai SET Index +0.8%. Asian and most international currencies gained ground against the US$, although...

The Mekong Fund gained +2.2% in May

Asian Markets rallied in May, with the Hang Seng Index +4.2%, MSCI Asia ex Japan Index +4.1%, FTSE ASEAN +1.8%, Thai SET Index +1.3%. The Mekong Fund gained +2.2%   The political stress in Washington, combined with renewed confidence in the EURO following Emmanuel...

The Mekong Fund gained +1.3% in April

Asian Markets were mixed in April, in the absence of fresh factors, with the Hang Seng China Enterprises Index -0.5%, the Hang Seng Index +2.1%, MSCI Asia ex Japan Index +2.1%, FTSE ASEAN +1.5%, Thai SET Index -1.3%. Meanwhile, The  Mekong Fund gained +1.3% ....

The Mekong Fund gained +0.4% in March

The Mekong Fund gained +0.4% in March With the exception of China & Japan, Asian Markets continued to firm up in March, the Hang Seng Index +1.6%, MSCI Asia ex Japan Index +3.1%, FTSE ASEAN +3.1, & Thai SET Index +2.7%. Hang Seng China Enterprises Index...

Mekong Fund +6.5% in December (+10.1% for 2016)

Asian Markets were mixed in December, with the Thai SET Index finishing on a strong note +1.8% (FY +20.5%),  and FTSE ASEAN +1.0% (FY +3.5%), but the Hang Seng Index -3.5% (FY +0.4%), Hang Seng China Enterprises Index -4.5% (FY -2.8%), and MSCI Asia ex Japan Index...

Mekong Fund +2.2% (+3.2% YTD).

Asia continued to rally in August on the back of post Brexit central bank stimulus with the Hang Seng China Enterprises Index up +6.5%, Hang Seng Index +5.0%, MSCI Asia ex Japan Index +3.1%, FTSE ASEAN +0.6%, and Thai SET Index +2.1%.  Mekong Fund +2.2%. The post...
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