Why has north Asia outperformed its south-east Asian peers? City Talk The success of north Asian countries (China, South Korea, Taiwan) in containing the Covid-19 pandemic last year is well-known. Strict lockdowns and quarantine procedures helped all three countries return to relative economic normality last year while Western economies suffered protracted disruption. China and Taiwan even recorded positive GDP growth for 2020. This success was, in [...]
What is the post-pandemic outlook for Asian shares? City Talk Despite the global turmoil caused by the Covid-19 pandemic, stock markets were generally strong in 2020 and the Asia ex Japan region was no exception. Indeed, in many ways the region was first into the pandemic and first out, with successful containment of the virus in many countries enabling economic activity to resume more quickly [...]
How Asian stock markets shook off the pandemic City Talk It seems ancient history now, but 2020 opened with a high degree of optimism for Asian markets. True, valuations were no more than reasonable given the share price gains of the previous twelve months, but conditions appeared favourable and there was a widespread consensus on a global economic recovery and a strong year ahead for [...]
