The decoupling of Asian markets

Over recent months, the volatility of Asian stock markets has not really reassured investors about t...

Over recent months, the volatility of Asian stock markets has not really reassured investors about the positive decoupling (from the West) arguments. On this issue, it is very important for investors to distinguish between the combined relationship between the stock markets and investor sentiment versus the strong argument in favour of economic decoupling at a domestic/country specific level. This aside, the future long-term growth story in Asia is definitely well rehearsed and is rarely in doubt by fund managers and market commentators. Obviously it will be a bumpy ride along the way (as...