Asia appears to be relatively resilient in the face of
global uncertainty – there are still numerous good investment ideas in the
region, particularly in Southeast Asia, where the economies are still
developing.
These Southeast Asian markets provide opportunities on the
back of strong domestic demand and cyclical pick-up in investment.
Although China’s ‘soft landing’ appears to have come to
fruition, a move toward sustainable growth will still prove challenging.
Asia appears to be relatively resilient in the face of
global uncertainty – there are still numerous good investment ideas in the
region, particularly in Southeast Asia, where the economies are still
developing.
These Southeast Asian markets provide opportunities on the
back of strong domestic demand and cyclical pick-up in investment.
Although China’s ‘soft landing’ appears to have come to
fruition, a move toward sustainable growth will still prove challenging.
Asia 2013: Schroders
2013: A year in Asia – Robin Parbrook, Head of Asia ex. Japan Equities
Asia appears to be relatively resilient in the face of global uncertainty – there are still numerous good investment ideas in the region, particularly in Southeast Asia, where the economies are still developing.
These Southeast Asian markets provide opportunities on the back of strong domestic demand and cyclical pick-up in investment.
Although China’s ‘soft landing’ appears to have come to fruition, a move toward sustainable growth will still prove challenging.
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