Is the Asian dream still alive?

Key takeaways:

• Fundamentals in Asia remain positive and companies in the region are well positioned to weather current headwinds – they are well-capitalised and will continue to benefit from structural growth trends.
• China’s regulatory clampdown might affect its short-term growth. However, longer term, the quality of growth should improve as the government pursues its common prosperity’ policy.
• North Asian markets have outperformed their Southeast Asian peers, largely driven by strong performance from tech companies. Markets in the South have lagged as they consist of contact intensive sectors worst