Why Invest in Asia in an Age of Confrontation?

I’ve been grappling with the recent political changes in the U.S. and wondering whether they demand a radical rethink of investment strategy. I have come to the conclusion that the answer is no. The current climate feels like one of confrontation—and why invest in Asia in this age of confrontation? It’s easy to get sucked into the political climate and forget the fundamental facts of economic growth. So, although political parties in Europe, the U.K. and the U.S. seem particularly polarized—with nationalism, anti-immigration, protectionism and mercantilism still dominant themes in attracting votes—there are some things that these trends can’t change, such as Asia’s savings, productivity and growth.