Can Asia Pacific benefit from deglobalisation?
Asia Perspectives by Economist Impact
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Asia - The Future of Supply Chain Integration
We've heard how desire for security is driving economic polarization and that asia is well positioned to benefit from it. Both guests said they alocated up to a third of assets in a portfolio. Garreth higlighted japan and the energy sector. And noly stressed health careses must have in a portfolios. Two alternatives, nody. You've mentioned you divested from frontier markets when the pendemic hit. Now considering the effects of the globalization, would you take a second look at frontier markets? Absolutely, we're taking a hard look at it.
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