By Andrew Gillan
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.
Given the backdrop of the trade wars that have dominated headlines in 2019, we think it is important to take a step back and look at where Asia stands from a long-term investment perspective.
First, let’s acknowledge