Asian Equities series: Part 3: What are the key risks?

Peter Wilmshurst

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

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...

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