President Trump is a game-changer and in so many ways. Whilst Southeast Asia rarely features on his agenda, the Trump-initiated ‘Trade War’ could well end up re-setting global manufacturing and the all-important supply chains as exporters seek to lessen their exposure to China. For ASEAN’s three giants – Indonesia, Philippines and Vietnam – each with over 90 million in population this could be a major opportunity. Essentially, each of the three is vying to attract industrial investment and the attendant employment. To date, Vietnam has been the most successful.