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Why Invest in Asia in an Age of Confrontation? Part 2
Robert Horrocks PhD, Chief Investment Officer, Matthews Asia, continues his look at how investors are allocating their money as if the short-term trend is now the long-term reality
In recent months, markets have appeared to be de-linking Asia and the U.S. to an extent. And that is not too far removed from the rhetoric of recently elected President Donald Trump. He has said, “Our companies can’t compete with them now because our currency is too strong. And it’s killing us.”
Agree or not with the analytical framework behind these words, this is a strong sentiment that seems pervasive in the new U.S. administration. To those that focus just on the past five yea…
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