Hyomi Jie, Teera Chanpongsang
Emerging markets in Asia have dominated the newsflow in 2018, given the backdrop of the US-China trade war, quantitative tightening and mounting debt issues.
In this episode, Teera Changpongsang, Portfolio Manager of FF Emerging Asia, and Hyomi Jie, Portfolio Manager of FIF China Consumer Fund, share their 2019 outlook for emerging markets in Asia.
While trade-war oriented concerns could prevail for the next few months, consumption-led opportunities should benefit from the ongoing structural shifts in China.