The perils of overstating political risk

Apr 23, 2017

Shockwaves around the world have made political analysis a must for investors in Asia. But is the really smart play to look beyond the short-term news flows and stick to fundamentals?

The perils of overstating political risk

With Donald Trump in the White House, multiple crises in Korea, controversial figures such as Malaysia's Najib Razak and Philppine president Rodrigo Duterte holding power in key Asian markets and yet another vote in the UK, political analysis is gaining new purpose among Asia's fund managers.

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