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A View from Asia

In light of the recent universal bullishness, is it time for some caution? 

  • Samir Mehta
11 May 2021
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View PDF   Download PDF  
  • There is currently a dichotomy between country performances within Asia, with those countries more dependent on exports (Taiwan, China and South Korea), particularly to the US, in a relatively better position.
  • The rest are a mixed bag. The second wave has exposed the vulnerabilities of physical infrastructure, especially healthcare and human resources.
  • It is a confusing time in markets and though my bias is still on the optimistic side, I prefer to be watchful in light of universal bullishness. 
     

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