Global investors should think of the Asian growth story as an evolution, rather than a static set of economic metrics and expectations. Despite slowing growth in Asia, the underlying story remains in place.
‘Investors try to elongate the structural story, but it is actually a series of strong growth spurts followed by consolidation. The structural story has always been evolving, particularly in the more emerging economies like India and China,’ says Elizabeth Soon, portfolio manager of the PineBridge Asia ex-Japan Small Cap Equity Fund.
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