Can Asia Ex-China Continue to Be Resilient?
235 Views, 09 May 2022 20:43
- Asia ex-China has been relatively resilient this year despite the harsher global environment.
- We believe that the re-opening of the developing Asian economies ex-China will outweigh the headwinds, allowing this resilience to continue.
- China is the single biggest risk: it can succeed in suppressing covid infections but only at a high economic cost. Overall, growth in developing Asia can remain relatively resilient