In part 3 of this video series, we discuss some of the key risks associated with investing in Asian markets, which investors need to be cognizant of.
In Asia, there are two main risks; rising geopolitical tensions between North Korea, China and the US, and President Trump’s protectionist measures leading to a potential “trade-war” type scenario.
Any conflict on the Korean peninsula or in the South China Sea would obviously be a negative for regional risk appetite, though this is difficult to forecast.
Also, a trade war is potentially negative for share markets anywhere around the world, but more so for the export-oriented Asian markets.
Peter Wilmshurst is the portfolio manager of ASX listed Templeton Global Growth Fund (ASX: TGG) and an executive vice president in the Templeton Global Equity Group with research responsibility for banks in Europe, and Asian telecommunications...