As developing markets in Asia ex Japan move up the value chain, long-term investment themes are emerging across the region. These themes include domestic consumption, renewable energy, and manufacturing, to name a few.
Markets have suffered a turbulent start to the year. Global stock prices have plunged, currency values have fluctuated, and energy and commodity prices have hit new lows.
Analysts’ explanations for the turmoil make up a laundry list of causes and anxieties. It includes China’s economic slowdown, the trajectory of US interest rates, and an oil and metals glut.
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