By Andrew Ness, ASIP, Portfolio Manager, Franklin Templeton Emerging Markets Equity
As China has started lifting lockdown restrictions, its economy is slowly getting back on track. Franklin Templeton Emerging Markets Equity's Andrew Ness looks at the latest developments in Asia, and considers how some cash-rich companies in North Asia could prove survivors of the crisis.
Many investors think we could be on the cusp of a major global depression as a result of the coronavirus, but we don't think that will happen. It's been helpful to have our boots on the ground across mainland China