Investors should look at these countries which have benefited from the trade dispute, analyst says

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Investors should look at these countries which have benefited from the trade dispute, analyst says
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Andrew Gillan of Janus Henderson Investors says he likes markets in the Philippines and Indonesia, and explains why it's difficult to invest in Vietnam despite its attractiveness.

As of Wednesday's close, the PSE composite index in the Philippines and"We like those markets," he told CNBC's "Street Signs" on Wednesday. "We've maintained positions in the Philippines over the last few years but ... we're happy to be significantly overweight."

Gillan also singled out the financial sector in Indonesia, where the stocks have "over the last decade delivered really long-term structural growth and maintained ... high return on equity." The Southeast Asian country recently saw incumbent President Joko Widodo being re-elected for a second term.

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