Rory Green, Chief China economist at TS Lombard, and Elfreda Jonker, portfolio manager at Alphinity Investment Management, delve into South Korea's recent political turmoil, including a surprise declaration of martial law. They discuss how this upheaval may lead to increased market volatility, particularly in the semiconductor sector. The duo highlights the implications for investment strategies in the face of geopolitical tensions and shares insights into the broader economic landscape in Asia, urging caution for investors navigating these turbulent waters.
