Asia’s emerging market equities have been hurt by recent fears over China’s recovery and geopolitical risks. But while the region’s markets have historically been correlated with Chinese assets, investors are missing a stealthy decoupling from the country’s giant economy. Tailwinds from supply chain shifts, favourable demographics and resilient economic fundamentals are set to support long-term gains in Asia emerging markets, despite China’s risks.
本文作者是新加坡银行(Bank of Singapore)的投资策略主管
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