The perils of overstating political risk

With Donald Trump in the White House, multiple crises in Korea, controversial figures such as Malaysia's Najib Razak and Philppine president Rodrigo Duterte holding power in key Asian markets and yet another vote in the UK, political analysis is gaining new purpose among Asia's fund managers. But is the importance of political risk being overstated? Is the smarter way to play the huge flow of political news simply to look beyond it and put faith in fundamentals? Some experts bel…