Changing Asia: Which country is the New China?

Shifting sands in Asia

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 Edmund Harriss, co-manager of the Guinness Asian Equity Income fund
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Edmund Harriss, co-manager of the Guinness Asian Equity Income fund

Trade patterns in Asia are transforming as nations race to fill up the manufacturing space being left behind by China.

However, the implications of these changes are incremental rather than immediate, and the structural trends that have been driving Asia for many years remain in place. As Asian equity valuations continue to be hit by more short-term concerns, we think the best way to approach this changing landscape is to invest in strong companies that can also make the most of what these trends can offer. And you do not have to forgo quality to achieve this. Shifting Sands Since it joined the World Trade Organisation in 2000, China has dominated Asian trade. However, its share of total exports fr...

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