- How are China’s internal challenges, particularly in the property and industrial sectors, likely to affect its position in global markets, and what are the implications for investors in 2025?
- What role will the AI and semiconductor sectors in South Korea and Taiwan play in driving growth for Asia’s economies, and how can investors capitalise on these trends?
- With ongoing global macroeconomic uncertainties, what risk management strategies should investors consider when allocating assets in Asia?
- What impact will the outcome of the 2024 US elections have on Asia’s geopolitical and economic landscape, and how might changes in US trade policy or relations with China influence investment decisions across the region?
- How do policy changes in India and ASEAN nations enhance their investment prospects, and what sectors should investors focus on to take advantage of these shifts?
Which areas of Asia present the best long-term opportunities for investors seeking both income and growth, and how can these opportunities be balanced with short-term risks?
Navigating Asia’s growth divide
Asia’s economic landscape presents both opportunities and challenges for investors. China faces significant hurdles, including high debt, inefficiencies in state-controlled sectors, and overcapacity in industrial investment, all of which are slowing growth. However, other parts of the region, such as India, Southeast Asia, and the tech-driven economies of South Korea and Taiwan, show strong growth potential.
India is bolstered by robust economic fundamentals, a young workforce, and policy reforms targeting infrastructure and manufacturing. Similarly, Southeast Asia, led by countries like Vietnam and Indonesia, is benefiting from favourable demographics and a surge in foreign direct investment as supply chains diversify away from China.
Meanwhile, South Korea and Taiwan are global leaders in technology. Taiwanese companies play a key role in the semiconductor industry, supplying advanced chips for AI and cloud computing. South Korean companies continue to dominate in semiconductor memory and mobile technology, positioning both economies to capitalise on the growing demand for technology, particularly in AI, 5G, and semiconductors.
This one-hour webinar, hosted by Investors’ Chronicle in partnership with Schroders, brought together a panel of experts to discuss the major geopolitical, economic, and market forces shaping the Asia investment outlook in 2025. Key topics included how investors can balance opportunities and risks across different Asian markets, the growth outlook for China and the prospects for technological innovation in the region.
KEY DISCUSSION POINTS
SPEAKERS INCLUDE:
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