Is the recent market turbulence reason for alarm or a buying opportunity?
Asia has been home to some of the best performing markets of the past 10 years, with its equity, fixed income and alternatives markets providing access to some of the world’s fastest growing trends and helping to diversify portfolios. This year started off strong for certain Asian equity markets, but the region is now at the forefront of the recent market correction. The Guide to Investing in Asia, an expansion of the former Guide to China, seeks to help investors understand the many opportunities and risks in the region. This quarter, 5 questions are top of mind for investors:
- Japan: How much more can the Yen carry trade unwind?
- China: How much is the economy really slowing?
- India: Are expensive valuations a headwind or are Indian equities a port in the storm?
- Artificial Intelligence: Is there reason for concern about the semiconductor cycle?
- U.S. election: How could the outcome in November change the outlook for Asia and the broader global economy?