South Korea

The prospect of an escalation in the Taiwan straits has gathered steam in recent years, a product of increased Chinese assertiveness, in both rhetoric and military action, over Taiwan.

The ongoing semiconductor shortage is set to continue for years but is a “fixable” issue that will not plague 5G for its entire lifespan, according to manager of the Neuberger Berman InnovAsia 5G fund YT Boon.

Reasons to be optimistic

Travellers in US back to 2019 numbers

Vaccine roll-out has driven optimism