PA Expert Insight: Is Asia now a proxy for emerging market investing?

Added 29th April 2016

The commodity driver for much of the past decade's emerging market growth continues to stall. Does this mean the door is opening quicker for those emerging markets that are commodity importers? And is the emerging market story, therefore, all about Asia?

The overlap in the constituent parts of Asia Pacific ex Japan and emerging market investment strategies is such that they react similarly to macro and economic influences.

One distinction - and a measure of success in the past decade - is whether or not any Asian/emerging market country is a net importer and driver of commodity prices or not.

This changed as commodity prices started to fall and, looking at the MSCI indices, Asia Pacific ex Japan started to move away in performance terms from its emerging market peers in early 2012.

So three years later, have Asian equities as an investment case finally separated from emerging markets or is the former still a proxy for the latter? 

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About Author

Gary Corcoran


Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.



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