Investing in the Asian economic recovery

Since the Asian financial crises of 1997-8 the region’s economies have overcome many of their problems and shown enormous potential. China in particular presents exciting opportunities.

Fernando Luque 17 August, 2001 | 11:35AM
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But at the same time one of the main strengths of the Asian economies has become a problem. They are heavily dependent on their exports, particularly of technology, to Japan and the United States.

The prospect of a debt default in Argentina is also making investors in all emerging markets nervous. However, in spite of fears of “contagion”, not all emerging markets have the same macroeconomic characteristics or exhibit the same stockmarket behaviour.

Even within a particular region, including Asia, the various national markets can behave differently. For example, the MSCI Indonesia index increased by 24% in euro terms in the first seven months of this year while the Chinese market gained more than 80% in local currency terms over the same period (SSE 30 B shares index). B

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About Author

Fernando Luque

Fernando Luque  is Senior Financial Editor at Morningstar Spain 

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