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A year is a long time in global markets. When Barron’s Asia held its inaugural Roundtable this time last year, investors were reeling from a meltdown in Chinese stocks, and the Shanghai Composite Index had slumped 43% in mere months. Fast-forward 12 months and Asian markets have become relatively sedate. Fears over a reckoning of China’s debt-burdened economy have not come to pass, while the drip feed of easy-money policies—and the promise of more to come—has propelled the MSCI Asia Pacific Index 13% higher over the past year.
But don’t be fooled by the market’s eerie calm: There are challenges aplenty for investors to navigate, from Beijing’s tricky task of managing a bumpy economic slowdown to the impact of higher U.S. interest rates on Asian markets
Regards,
Ted
https://www.google.com/#q=Barron’s+Asia+Roundtable:+What’s+Next+for+the+Region+Barron's