With trade tensions between China and the US continuing unabated, it’s perhaps worth considering the impacts of these trends on global investment strategies.
This new environment raises a lot of obvious questions, such as: are our definitions of “globalisation” outdated? Are the conditions that led to globalised trade decelerating? And are there pockets of the world where the opposite is true?
UBS Asset Management’s head of emerging markets and Asia-Pacific equities, Geoffrey Wong, recently spoke at the Sovereign Investment Circle in Singapore to address how these trends are affecting emerging markets – and, more specifically, investing in said markets.
His talk touched on the history of globalisation, why it’s changing and what specific trends in EM are leading to long-term investment opportunity.
In this piece, you will learn:
- how after-school tutoring, premium brands, financial services and R&D are fuelling EM opportunities
- the new drivers of global GDP
- how and why definitions of globalisation may need a rethink.
-
-
The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice Education Pty Ltd or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here
