Why Invest in Asia in an Age of Confrontation? Part 3

In the first two parts of our three-part series, we exploredthe current climate of confrontation facing investors —and why invest in Asia in this age of confrontation? It’s easy to get sucked into the political noise and forget the fundamental facts of economic growth. When looking at Asia, it’s important to note that labor’s share of income across Asia as a whole is rising, and I believe earnings per share growth in Asia will likely be much closer to nominal GDP growth than it is has been in recent years. And is a more protectionist U.S.A. likely to reverse this?