Schroders' Dobbs: How to play Asian consumer themes

ASIA

Matthew Dobbs, manager of the Schroder Asian Alpha Plus fund, on exploiting demographic trends in the region.

It is well-established that Asia’s emerging economies offer significant growth potential in a world where interest rates have been at all-time lows. Furthermore, contrast the West’s anaemic economic growth with that of Asia’s dynamic and fast-growing economies and it is clear where the long-term potential is. And that is exactly where the focus should be – on the long term. Asia’s markets are still prone to the vicissitudes of monetary and fiscal policy in the US and Europe even as their growth is becoming more independent.   Optimism The emergence of the Asian consumer has given th...