Dazed and confused

By Hugh Young, Managing Director, Equities – Asia, Aberdeen Asset Management

Investors may be confused, and with good reason. On the one hand, reform-minded leaders are at the helm of many of Asia’s biggest economies, government finances are in better shape than they have been for some time, while cheap oil boosts consumer sentiment and delivers an unexpected windfall for many countries. On the other hand, economies struggle to grow, maritime disputes in the South China Sea are stoking political risk and the prospect of US Federal Reserve policy pushing the dollar ever higher threatens to curtail returns for many foreign investors.

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