Realising Asia's Growth Potential
25 Jun 2015
The successful implementation of reform is crucial to the full realization of Asia’s growth potential, but progress is far from uniform. Andrew Swan, Head of Asian Fundamental Equities, reveals what this means for his portfolios.
- Reform driving performance and flows in Asia, but the search for alpha has become more demanding.
- Previously unloved Korea showing potential for change. India and China are positive, but work still to do.
- Weaker mandates for change hindering Indonesia and Malaysia.
- Flexible, pragmatic investing is more vital than ever.
Looking back over the first four months of this year, one thing is clear in Asia – where reforms have progressed and liquidity improved so flows and performance have followed. In the Chinese Year of the Goat, animal spirits are back:
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