Deglobalisation is not a new concept to investors, but what risks and opportunities would the decoupling and onshoring of the world’s supply chains present Asia’s investment landscape?
Volatile geopolitics, unpredictable monetary policy and generational differences in priorities means sovereign wealth funds will have their work cut out for them in the coming decades.
An impending series of interest rate increases and the deterioration in relations between Russia and the West over Ukraine have worried investors in recent weeks, hence the volatility in US equities in particular.
The incoming administration of Joe Biden will have very different priorities and instincts to those of Donald Trump. That will shift the region's geopolitics and investment possibilities.
Geopolitics often jolt markets but the impact is usually limited. Despite the high stakes, investors should remain calm in the wake of escalating US-North Korea tensions, say experts.