Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
The last decade saw the S&P500 generate remarkable outperformance of its peers, the market up 307% on a total return basis compared to 127% for the MSCI AC Asia ex Japan Index. However, over the last five years the MSCI China has marginally outperformed while the MSCI AC Asia ex Japan Index is just 10% behind. The decade has been a period of great change, with the emergence of technology and ecommerce giants around the globe, the increasing absorption of Chinese markets within the global system and the rising cultural and political power of Asia versus the West. Our analysts debate whether the best opportunities in markets are now in the rising powers of Asia or the established leader, the USA.
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