As Chinese manufacturing becomes gradually priced out by Vietnam, Indonesia and Bangladesh, Siew Hua Thio from Tantallon Capital expects increasing numbers of factories to move their production out of China.
Regions
Putting the currency wars in perspective
The strength of currencies has become a source of tension between some of the world’s biggest economies, especially the US and China, writes Elliot Smither. But how worried should private investors be?
Seeking new investment frontiers
While emerging markets have displayed strong recoveries and record inflows since the financial crisis, frontier markets have not enjoyed such a rally yet. Today these smaller economies represent attractive buying opportunities, especially for the long-term, although they also carry plenty of risk. Elisa Trovato reports.
Real potential in Indian construction
With huge demand for new housing in India there are plenty of opportunities for those looking to invest in real estate, writes Yuri Bender.
Resurgent Turkey broadens horizons
The Turkish economy has shrugged off the effects of the downturn, with the banking sector leading the recovery. However both the government and Turkish companies are increasingly looking eastwards rather than towards Europe as they have in the past. Elliot Smither reports.
Thai value amongst political turbulence
Despite the political turmoil, Thailand remains attractive in terms of investment potential, although foreign investors may prefer other countries in the region that appear to be more stable, writes Elliot Smither.
Asian growth driving global recovery
The emerging Asian economies are leading the world out of recession, but valuations are not as generous as they once were, and so investors must be selective when choosing their allocations. Elisa Trovato reports
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