Eight geopolitical dangers looming in 2016
15 Dec 15
Geopolitical risks are inherently difficult to predict, but here are some of the key issues GAM investment experts are watching in 2016.
China’s geopolitical ambitions
“Rising political tension in Asia will likely affect regional sentiment in 2016. China’s continuing efforts to assert sovereignty over much of the South China Sea and its unconstrained reclamation and construction of facilities resembling military installations are expected to further inflame sentiment among countries with competing claims over the disputed area. To counter China’s dominance, these countries will continue to welcome the US’s ‘pivot’ toward Asia, and might even look favourably on a more militarised Japan. Raising the temperature further, Taiwan will hold elections next year, with leadership widely expected to move to the pro-independence DPP camp.“ – Michael Lai, investment director, Asian equity strategies
Tags: GAM | Investment Strategy
